client services associate Work, Jobs in kirkliston, edh (with Salaries)

Client Services Associate
Seven Investment Management —Edinburgh
- Microsoft Word
- Microsoft Excel
- Microsoft Office
Executive Administration Assistant
triSaaS (Enhance) —Edinburgh
- Part-time
- Microsoft Office
- Hotel
- SharePoint
- Free parking
- Sick pay
Quick apply
3d
Client Service - Associate
BlackRock Investments —Edinburgh
- Hybrid work
- Analysis skills
- Bachelor's degree
- In-person
- Work from home
Client Operations Senior Associate
JPMorganChase —Edinburgh
- Full-time
12d
Retail Salesperson
David Drummond's Sewing Machine —Edinburgh
- £15 an hour
- Part-time
- Sales
- Customer service
- Merchandising
- Store discount
- Employee discount
Quick apply
Fund Servicing Associate
JPMorganChase —Edinburgh
- Full-time
- Accounting
Customer Service Associate
UPS —Edinburgh
- Weekend availability
- Microsoft Powerpoint
- Microsoft Word
- Microsoft Excel
12d
Middle Office Strategic Onboarding & Implementation Associate
Standard Life —Edinburgh
- From £41,800 a year
- Hybrid work
- SQL
- Travel
- Organisational skills
AI Controls & Product Management Associate
JPMorganChase —Edinburgh
- Full-time
- Product management
- Agile
- Financial services
Transfer Agency UK, Associate 2
State Street —Edinburgh
- Full-time
- Hybrid work
- Microsoft Powerpoint
- Microsoft Word
- Microsoft Excel
Specimen Management Associate
IQVIA —Livingston
- Full-time
- Warehouse experience
- Computer skills
Assistant Archive Associate I
Charles River Laboratories —Tranent
- £25,352.56 a year
- Full-time
- Sales
- Customer service
- Word processing
2d
Implementation Associate
Clearwater Analytics, Ltd. —Edinburgh
- Microsoft Excel
- Microsoft Office
- SQL
Quick apply
11d
Cash Operations - Associate
BlackRock Investments —Edinburgh
- Hybrid work
- Microsoft Excel
- Microsoft Office
- SQL
- Work from home
12d
Associate, Aladdin Client Engagement, Value Delivery
BlackRock Investments —Edinburgh
- Hybrid work
- SQL
- Financial services
- In-person
- Work from home
Associate
BlackRock Investments —Edinburgh
- Full-time
- Hybrid work
- Computer Science
- Engineering
- Java
- Work from home
10d
Estates Assistant
Cushman & Wakefield —Edinburgh
- Microsoft Outlook
- Customer service
- English
Quick apply
Scientific Associate 1
Charles River Laboratories —Tranent
- £27,951.22 a year
- Full-time
- Sales
- Laboratory experience
- Microsoft Office
3d
Strategy & Change Business Associate
BlackRock Investments —Edinburgh
- Hybrid work
- Microsoft Powerpoint
- Azure
- Analysis skills
- Work from home
Retail Sales Associate (part-time)
Canada Goose UK Retail Limited —Edinburgh
- Part-time
- Microsoft Word
- Microsoft Excel
- Sales
Quick apply

I want to receive the latest job alerts for client services associate in kirkliston, edh

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

client services associate jobs near kirkliston, edh

Retail Sales Associate jobs in Edinburgh

Client Services Associate jobs in Edinburgh

Customer Service Representative jobs in Edinburgh

Office Assistant jobs in Edinburgh

Research Associate jobs in Cambridge

Academic Associate Dean jobs in London

Retail Sales Associate jobs in New Malden

Gaming Sales jobs in London

Retail Sales Associate jobs in London

Audit Associate jobs in London

Retail Sales Associate jobs in Leeds

Retail Sales Associate jobs in Oxford

Northern Ireland Housing Executive jobs in Northern Ireland

Graduate Teaching Assistant jobs in London

Art Studio Assistant jobs in London

Executive Administrative Assistant jobs in Leeds

Executive Administrative Assistant jobs in Northern Ireland

Retail Sales Associate jobs in Liverpool L6

Retail Sales Associate jobs in Wigan

Retail Sales Associate jobs in Coventry Cv2

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

Apply Now

Refine Your Search

client services associate jobs in kirkliston, edh

Client Services Associate

Executive Administration Assistant

Client Service - Associate

Client Operations Senior Associate

Retail Salesperson

Fund Servicing Associate

Customer Service Associate

Middle Office Strategic Onboarding & Implementation Associate

AI Controls & Product Management Associate

Transfer Agency UK, Associate 2

Specimen Management Associate

Assistant Archive Associate I

Implementation Associate

Cash Operations - Associate

Associate, Aladdin Client Engagement, Value Delivery

Associate

Estates Assistant

Scientific Associate 1

Strategy & Change Business Associate

Retail Sales Associate (part-time)

I want to receive the latest job alerts for client services associate in kirkliston, edh

Related Searches

Explore jobs in more locations

About The Role

About You

Jobseeker tools

Employer Tools

Browse

Stay Connected