Wealth management Work, Jobs in Leith, Edh (with Salaries)

Client Services Associate (Graduate)
Seven Investment Management —Edinburgh
- Microsoft Word
- Microsoft Excel
- Writing skills
Wealth Management Administrator
RGH‑Global Limited —Edinburgh
- £32,000 - £37,000 a year
- Full-time
- Hybrid work
- Financial services
- Communication skills
Junior Investment Associate
RGH‑Global Limited —Edinburgh
- £30,000 - £35,000 a year
- Hybrid work
- Microsoft Powerpoint
- Microsoft Word
- Presentation skills
Contract Business Analyst – Investment Management
Projentum —Edinburgh
- £70,000 a year
- In-person
Complaints Specialist - JPM Personal Investing
JPMorganChase —Edinburgh
- Full-time
- Analysis skills
- Communication skills
- Banking
Investment Operations Analyst
JPMorganChase —Edinburgh
- Full-time
- English
- Analysis skills
- Continuous improvement
3d
Customer Service Brokerage Support
JPMorganChase —Edinburgh
- Full-time
- CRM software
- Analysis skills
- Financial services
Compliance Officer
Franklin Templeton Investments —Edinburgh
- Full-time
- Analysis skills
- Organisational skills
- Communication skills
Client Services Associate
Seven Investment Management —Edinburgh
- Microsoft Word
- CRM software
- Writing skills
Customer Service Quality Control & Performance Coach
JPMorganChase —Edinburgh
- Full-time
- Customer service
- Salesforce
- Research
Senior Specialist - Middle Office Client Services
Franklin Templeton Investments —Edinburgh
- Full-time
- Master's degree
- Business
- Leadership
Wealth Manager - Coutts
National Westminster Bank PLC —Edinburgh
- £73,800 - £110,700 a year
- Full-time
- Hybrid work
- Customer service
- Hotel
- Business development
- Annual leave
5d
Senior Manager, Migration Workstream Lead/Project Manager – Investment Management & Wealth, Operations Industry & Domain Solutions, Technology & Transformation
Deloitte —Edinburgh
- Hybrid work
- Agile
- Budgeting
- Communication skills
Asset & Wealth Management - Digital and Data Transformation - Product Manager - VP
JPMorganChase —Edinburgh
- Full-time
- Product management
- Communication skills
- Banking
Product Development and Implementation Senior Associate
Franklin Templeton Investments —Edinburgh
- Full-time
- Bachelor's degree
- No degree
- Organisational skills
Transfers Officer
FNZ —Edinburgh
- Full-time
- No degree
- Financial services
- Communication skills
- Life insurance
9d
Property Administrator
FNZ —Edinburgh
- Full-time
- Microsoft Office
- Continuous improvement
- Organisational skills
4d
Talent Development Specialist
Avaloq —Edinburgh
- Full-time
- Hybrid work
- Data analysis skills
- Project management
- Human resources
Quick apply
6d
HR Consultant
AAB —Edinburgh
- £30,000 - £32,000 a year
- Hybrid work
- Management
- Sales
- Research
- Annual leave
- Employee assistance programme
4d
Risk Business Partner – Third Party Risk Management
FNZ —Edinburgh
- Full-time
- Financial services
- Communication skills

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Client Services Associate (Graduate)

Seven Investment Management -
Edinburgh

Apply Now

Job details

Permanent

Qualifications

Microsoft Word
Financial Conduct Authority guidelines
Microsoft Excel
Stakeholder liaison
Writing skills
Financial report writing
Filing
Internal department liaison
Microsoft Office Suite
Numeracy
Continuous improvement
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

wealth management jobs in leith, edh

Client Services Associate (Graduate)

Wealth Management Administrator

Junior Investment Associate

Contract Business Analyst – Investment Management

Complaints Specialist - JPM Personal Investing

Investment Operations Analyst

Customer Service Brokerage Support

Compliance Officer

Client Services Associate

Customer Service Quality Control & Performance Coach

Senior Specialist - Middle Office Client Services

Wealth Manager - Coutts

Senior Manager, Migration Workstream Lead/Project Manager – Investment Management & Wealth, Operations Industry & Domain Solutions, Technology & Transformation

Asset & Wealth Management - Digital and Data Transformation - Product Manager - VP

Product Development and Implementation Senior Associate

Transfers Officer

Property Administrator

Talent Development Specialist

HR Consultant

Risk Business Partner – Third Party Risk Management

I want to receive the latest job alerts for wealth management in leith, edh

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