Client services associate Work, Jobs in Scotland (with Salaries)

Client Services Associate
Seven Investment Management —Edinburgh
- Microsoft Word
- Microsoft Excel
- Microsoft Office
10d
Client Services Associate (Graduate)
Seven Investment Management —Edinburgh
- Microsoft Word
- Microsoft Excel
- Microsoft Office
Customer Service Associate
PEAK CLARITY POINT —Glasgow
- £14 - £16 an hour
- Full-time
- Hospitality
- Sales
- Customer service
- Free parking
- Health & wellbeing programme
Quick apply
1d
Customer Service Associate
Close Brothers —Glasgow
- Full-time
- Hybrid work
- Customer service
- Analysis skills
- IT
12d
Bank Reconciliation Associate
Legends Global (Europe) —Aberdeen
- Microsoft Excel
- Analysis skills
- Accounting
- Annual leave
- Employee assistance programme
Quick apply
7d
Customer Service Associate
UPS —Edinburgh
- Weekend availability
- Microsoft Word
- Microsoft Excel
- Microsoft Access
Investment Middle Office Services (IMOS) - Client Operations - Senior Associate
JPMorganChase —Edinburgh
- Full-time
- Microsoft Powerpoint
- Microsoft Excel
- Microsoft Outlook
Administrator Assistant
Balmoral Group —Aberdeen
- Microsoft Word
- Microsoft Excel
- Computer literacy
3d
Customer Service Advisor
Tradeprint —Dundee
- From £26,437 a year
- Full-time
- Customer service
- English
- In-person
- Employee discount
- Referral programme
Quick apply
2d
Client Contracting Associate
BlackRock Investments —Edinburgh
- Hybrid work
- IT
- Financial services
- In-person
- Work from home
Pensions Associate
Gallagher Benefit Services —Edinburgh
- Microsoft Office
- Analysis skills
- Communication skills
- Employee stock purchase plan
- Life insurance
IT Support Services Technician
Percepta —Glasgow
- £34,000 a year
- Overtime
- Remote
- Azure
- Microsoft Outlook
- Customer service
- Free parking
- Annual leave
Quick apply
Finance Data Sourcing and Governance Associate
Morgan Stanley —Glasgow
- Full-time
- Microsoft Powerpoint
- Microsoft Word
- Microsoft Excel
Renewable Energy Development Advisor - Associate
Savills —Edinburgh
- Full-time
- Remote
- Negotiation
- Annual leave
Associate Relationship Manager - Mid Corporate
Lloyds Banking Group —Edinburgh
- Full-time
- Hybrid work
- Organisational skills
- IT
- Financial services
13d
Java Software Engineer, Associate
BlackRock Investments —Edinburgh
- Hybrid work
- Oracle
- Computer Science
- Java
- Work from home
Associate Financial Services Manager
Aurum Card Technologies —Glasgow
- £3,900 - £5,200 a month
- Full-time
- Microsoft Excel
- ERP systems
- Business development
- Employee stock purchase plan
Quick apply
11d
Associate, Asset Finance Broker Sales
Lloyds Banking Group —Glasgow
- £40,824 - £45,360 a year
- Full-time
- Hybrid work
- Management
- Analysis skills
- Communication skills
6d
AI Controls & Product Management Associate
JPMorganChase —Edinburgh
- Full-time
- Product management
- Agile
- Financial services
Associate Ornithologist
SLR Consulting —Edinburgh
- Full-time
- No degree
- Leadership
- Annual leave
- Employee assistance programme

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client services associate jobs near scotland

Client Services Associate

Seven Investment Management -
Edinburgh

Apply Now

Job details

Permanent
10 days ago

Qualifications

Microsoft Word
Pension
Microsoft Excel
Microsoft Office
Numeracy
Financial services
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.

Responsibilities:

Support Advisers in ensuring the annual ongoing suitability targets are met by setting up meetings, attending meetings and completing the relevant post-meeting documentation
Creating Statements of Suitability (SOS) for clients post meeting and ensuring the annual review process is completed in a timely manner
Help to input and process new business application forms, including GIA/ISA/SIPP,VCTS/EIS, Protection & Bonds, ensuring client accounts are set up correctly, including fee rates and account groups.
Set up fee estimations on Commpay and ensure timely processing of initial fees
Complete new business cases on the CRM system (Xplan), including advice events, ensuring the system is kept up to date
Maintain compliant advice files in Practice Management System (Xplan)
Be a second point of contact for clients to assist with queries and updates on transfers
Action dealing instructions directly from clients and the Advisers for ongoing placement including switches, rebalances, investing monies and raising funds
Process bond encashments and withdrawals
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, e.g., 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 essential
Minimum of 2-3 years’ experience in a Financial Services company
Product knowledge of pensions, bonds and other wrappers
Experience in the onboarding journey of a new client
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
Working towards or completed 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 services associate jobs in scotland

Client Services Associate

Client Services Associate (Graduate)

Customer Service Associate

Customer Service Associate

Bank Reconciliation Associate

Customer Service Associate

Investment Middle Office Services (IMOS) - Client Operations - Senior Associate

Administrator Assistant

Customer Service Advisor

Client Contracting Associate

Pensions Associate

IT Support Services Technician

Finance Data Sourcing and Governance Associate

Renewable Energy Development Advisor - Associate

Associate Relationship Manager - Mid Corporate

Java Software Engineer, Associate

Associate Financial Services Manager

Associate, Asset Finance Broker Sales

AI Controls & Product Management Associate

Associate Ornithologist

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