Client associate Work, Jobs in Portobello, Edh (with Salaries)

Client Services Associate
Seven Investment Management —Edinburgh
- Microsoft Word
- Microsoft Excel
- Microsoft Office
Sales Associate
Luca Faloni —Edinburgh
- Full-time
- Bilingual
- Hospitality
- Sales
- Employee discount
Quick apply
14d
Customer Service Associate
UPS —Edinburgh
- Weekend availability
- Microsoft Word
- Microsoft Excel
- Microsoft Access
Sales and Marketing Manager
Raeburn Training —Kirkcaldy
- £45,000 - £55,000 a year
- Full-time
- Sales
- Marketing
- Social media management
- Free parking
Quick apply
5d
Legal Assistant, Public Inquiry (6-12 months FTC) - Edinburgh
Frasia Wright Associates —Edinburgh
- Up to £39,767 a year
- Temporary
- Hybrid work
- Microsoft Word
- Microsoft Office
- Analysis skills
Quick apply
1d
Scientific Associate 1
Charles River Laboratories —Edinburgh
- £28,789.76 a year
- Weekend availability
- Sales
- Laboratory experience
- Master's degree
10d
Front Desk Associate
WeWork —Edinburgh
- Full-time
- Hospitality
- Bar
- Customer service
12d
Transfer Agency UK, Associate 2
State Street —Edinburgh
- Full-time
- Hybrid work
- Microsoft Powerpoint
- Microsoft Word
- Microsoft Excel
Client Contracting Associate
BlackRock Investments —Edinburgh
- Hybrid work
- IT
- Financial services
- In-person
- Work from home
Visual Lead - Multrees Walk, Edinburgh
ALO —Edinburgh
- Weekend availability
- Sales
- Leadership
- Communication skills
Quick apply
Receptionist
ISS Facility Services —Edinburgh
- £14.80 an hour
- Monday to Friday
14d
Pensions Associate
Gallagher Benefit Services —Edinburgh
- Microsoft Office
- Analysis skills
- Communication skills
- Employee stock purchase plan
- Life insurance
Assistant Banking Manager, Edinburgh
Hampden Bank —Edinburgh
- Microsoft Office
- Administrative experience
- Organisational skills
- Annual leave
- Employee assistance programme
Trainee Sales Associate (Investment 20/20)
Aegon Asset Management —Edinburgh
- Up to £35,000 a year
- Full-time
- Hybrid work
- Sales
- Organisational skills
- Communication skills
9d
Trainee Sales Associate (Investment 20/20)
Aegon —Edinburgh
- Up to £35,000 a year
- Full-time
- Hybrid work
- Sales
- Organisational skills
- Communication skills
9d
Pensions Administrator
XPS Pensions Group —Edinburgh
- Full-time
- Hybrid work
- Microsoft Word
- Microsoft Excel
- Microsoft Outlook
- Employee discount
- Referral programme
2d
Lead Client Transition Associate
Clearwater Analytics, Ltd. —Edinburgh
- Microsoft Excel
- SQL
- Project management
Quick apply
12d
Trainee Sales Associate (Investment 20/20)
Aegon UK —Edinburgh
- Up to £35,000 a year
- Full-time
- Hybrid work
- Sales
- Organisational skills
- Communication skills
9d
Business Insights Associate
Royal Bank of Canada —Edinburgh
- Full-time
- Data analysis skills
- SQL
- Analysis skills
9h
Temporary Sales Associate 16 hours
Coach —Edinburgh
- Part-time
- Sales
- Social media management
- English
- Employee discount

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client associate jobs near portobello, edh

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

client associate jobs in portobello, edh

Client Services Associate

Sales Associate

Customer Service Associate

Sales and Marketing Manager

Legal Assistant, Public Inquiry (6-12 months FTC) - Edinburgh

Scientific Associate 1

Front Desk Associate

Transfer Agency UK, Associate 2

Client Contracting Associate

Visual Lead - Multrees Walk, Edinburgh

Receptionist

Pensions Associate

Assistant Banking Manager, Edinburgh

Trainee Sales Associate (Investment 20/20)

Trainee Sales Associate (Investment 20/20)

Pensions Administrator

Lead Client Transition Associate

Trainee Sales Associate (Investment 20/20)

Business Insights Associate

Temporary Sales Associate 16 hours

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