Client associate Work, Jobs in Pathhead, Fif (with Salaries)

Client Services Associate
Seven Investment Management —Edinburgh
- Microsoft Word
- Microsoft Excel
- Microsoft Office
Client Service - Associate
BlackRock Investments —Edinburgh
- Hybrid work
- Analysis skills
- Bachelor's degree
- In-person
- Work from home
Assistant Archive Associate I
Charles River Laboratories —Tranent
- £25,352.56 a year
- Full-time
- Sales
- Customer service
- Word processing
3d
Retail Salesperson
David Drummond's Sewing Machine —Edinburgh
- £15 an hour
- Part-time
- Sales
- Customer service
- Merchandising
- Store discount
- Employee discount
Quick apply
Middle Office Strategic Onboarding & Implementation Associate
Standard Life —Edinburgh
- From £41,800 a year
- Hybrid work
- SQL
- Travel
- Organisational skills
Customer Service Associate
UPS —Edinburgh
- Weekend availability
- Microsoft Powerpoint
- Microsoft Word
- Microsoft Excel
13d
Senior Associate
Kee Solicitors —Edinburgh
6d
Transfer Agency UK, Associate 2
State Street —Edinburgh
- Full-time
- Hybrid work
- Microsoft Powerpoint
- Microsoft Word
- Microsoft Excel
Executive Administration Assistant
triSaaS (Enhance) —Edinburgh
- Part-time
- Microsoft Office
- Hotel
- SharePoint
- Free parking
- Sick pay
Quick apply
4d
Client Operations Senior Associate
JPMorganChase —Edinburgh
- Full-time
13d
Associate Town Planner
Tetra Tech —Edinburgh
- Hybrid work
- Travel
- Organisational skills
- Leadership
Cash Operations - Associate
BlackRock Investments —Edinburgh
- Hybrid work
- Microsoft Excel
- Microsoft Office
- SQL
- Work from home
13d
Associate
Kennedys Law - UK —Edinburgh
- Full-time
Estates Assistant
Cushman & Wakefield —Edinburgh
- Microsoft Outlook
- Customer service
- English
Quick apply
Strategy & Change Business Associate
BlackRock Investments —Edinburgh
- Hybrid work
- Microsoft Powerpoint
- Azure
- Analysis skills
- Work from home
Scientific Associate 1
Charles River Laboratories —Tranent
- £27,951.22 a year
- Full-time
- Sales
- Laboratory experience
- Bachelor's degree
5d
Consultancy Associate
University of Edinburgh —Edinburgh
- Full-time
- Contracts
- Communication skills
- Negotiation
- Annual leave
13d
Retail Sales Associate (part-time)
Canada Goose UK Retail Limited —Edinburgh
- Part-time
- Microsoft Word
- Microsoft Excel
- Sales
Quick apply
Data Associate - Power & Renewables
Wood Mackenzie Limited —Edinburgh
- English
- Communication skills
Quick apply
4d
Associate
BlackRock Investments —Edinburgh
- Full-time
- Hybrid work
- Computer Science
- Engineering
- Java
- Work from home
11d

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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 associate jobs in pathhead, fif

Client Services Associate

Client Service - Associate

Assistant Archive Associate I

Retail Salesperson

Middle Office Strategic Onboarding & Implementation Associate

Customer Service Associate

Senior Associate

Transfer Agency UK, Associate 2

Executive Administration Assistant

Client Operations Senior Associate

Associate Town Planner

Cash Operations - Associate

Associate

Estates Assistant

Strategy & Change Business Associate

Scientific Associate 1

Consultancy Associate

Retail Sales Associate (part-time)

Data Associate - Power & Renewables

Associate

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