Transaction processing associate Work, Jobs in Kirkcaldy Central, Fif (with Salaries)

Client Services Associate
Seven Investment Management —Edinburgh
- Microsoft Word
- Microsoft Excel
- Microsoft Office
Temporary Sales Associate 16 hours
Coach —Edinburgh
- Part-time
- Sales
- Social media management
- English
- Employee discount

Other jobs to consider

Find your next job by exploring related positions.

Transactions Assistant
Fife Council —Glenrothes
Employees have access to a benefits package that offers discounts on a wide range of products and services. We are recruiting for 4 Transaction Team Assistants…
£29,170.80 - £31,761.26 a year
3d
Retail Team Leader
Travelex —Kirkcaldy
Working in a fast-paced environment delivering fantastic customer service, processing foreign exchange transactions and online orders accurately so our…
£28,860 a year

I want to receive the latest job alerts for transaction processing associate in kirkcaldy central, fif

By signing in to your account, you agree to SimplyHired's Terms of Service and consent to our Cookie and Privacy Policy.

Explore jobs in more locations

transaction processing associate jobs near kirkcaldy central, fif

Client Services Associate jobs in Edinburgh

Sales Associate jobs in Edinburgh

Business Support Officer Children Services jobs in London

Client Services Associate jobs in Bournemouth

Fantastic Services Cleaner jobs in London

Sales Associate jobs in Manchester

Sales Associate jobs in Southampton

Sales Associate jobs in Birmingham

Sales Associate jobs in Notting Hill

Associate Dentist jobs in Newcastle Upon Tyne

Kitchen Sales Designer jobs in London

Laboratory Associate Practitioner jobs in London

Compliance Associate jobs in London

Client Services Associate

Seven Investment Management -
Edinburgh

Apply Now

Job details

Permanent

Qualifications

Microsoft Word
Microsoft Excel
Microsoft Office
Numeracy
Communication skills
Certificate in Insurance

Full job description

About The Role

Purpose:
To assist Advisers with providing an exceptional ongoing service to clients as well as supporting with the onboarding of new clients into the business.
This role is suitable for those looking for their first professional opportunity after school or university.

Responsibilities:

Setting up ad hoc payments for ISAs, SIPPs, Bonds, GIAs and monitoring regular withdrawals
Monitoring cash reconciliations and outstanding fees
Processing and monitoring transfers in and out, liaising with clients and colleagues
You will process any change of details requests including bank details and change of address ensuring the relevant systems are updated
Producing reports including valuations, performance summaries and transaction statements
Support wider team with processing new business application forms
Processing accounts closures and deceased client cases and ensure timely completion of such cases
Take responsibility to ensure that all client communication is accurate, appropriate & delivered at the right time, to include emails, letters and reports
Liaise closely with 7IM’s Operations team to ensure full communication and understanding, minimising errors and maximising service levels
Continually look at ways to enhance operational systems and procedures to maximise efficiencies eg Xplan
Continually suggesting realistic & appropriate improvements and solutions to problems to your line manager and others across 7im and review/create procedures when required
Filing, in accordance with 7IM and FCA procedures
Subscribing to 7IMs declared Mission and Tenets, & to Treating Customers Fairly (TCF) initiatives
Ensure the 7IM VPVPs (Vision, Purpose, Values and Personalities) are followed throughout your working practices
Other duties, as reasonably required by the line manager and 7IM

About You

Skills:

Accuracy and attention to detail
Organisation of own workload to meet deadlines
Client focused, delivering a high standard of client service
Must be proactive and able to use initiative
Good communication skills, both oral and written
Adaptive to change
Proficient in MS Word/Excel
Ability & willingness to identify and suggest improvements in processes / service levels

Knowledge:

Experience in Client Services within Wealth Management is desired
Good working knowledge of all Microsoft office applications specifically Excel
Good knowledge of operational administration including settlement and transfers

Qualifications:

Candidates must demonstrate numeracy & literacy skills to at least A level/Higher standard
Suitable for school leavers or graduates
Working towards an industry examination such as CII Level 4 Financial Planning qualification

Other relevant information:

Reports into the Client Services Team Manager

About Us

Not Specified

Apply Now

Refine Your Search

transaction processing associate jobs in kirkcaldy central, fif

Client Services Associate

Temporary Sales Associate 16 hours

Other jobs to consider

I want to receive the latest job alerts for transaction processing associate in kirkcaldy central, fif

Explore jobs in more locations

About The Role

About You

About Us

Jobseeker tools

Employer Tools

Browse

Stay Connected