transaction processing associate Work, Jobs in scotland (with Salaries)

Client Services Associate
Seven Investment Management —Edinburgh
- Microsoft Word
- Microsoft Excel
- Microsoft Office
MULTIFUNCTIONAL SALES ASSOCIATE (12 Hours, Fix Term, Edinburgh - St James SC)
Mango —Edinburgh
- 12 hour shift
- Sales
- Employee assistance programme
- Employee discount
6d
MULTIFUNCTIONAL SALES ASSOCIATE (12 hours- Buchanan Galleries- TEEN)
Mango —Glasgow
- 12 hour shift
- Sales
- Employee assistance programme
- Employee discount
Associate Banking Director Intermediary Lending, Edinburgh or London
Hampden Bank —Edinburgh
- Communication skills
- Annual leave
- Employee assistance programme
Stores Technican
Heriot Watt University —Edinburgh
- £26,707 - £31,236 a year
- Full-time
- Microsoft Excel
- Oracle
- Microsoft Outlook
- Annual leave
- Flexible schedule
8d
Temporary Sales Associate 16 hours
Coach —Edinburgh
- Part-time
- Sales
- Social media management
- English
- Employee discount
Customer Service Administrator - French and Dutch speaker
Resideo —Motherwell
- Full-time
- Hybrid work
- Customer service
- Computer literacy
- English

Related jobs to explore

Based on your search for transaction processing associate

Transfer Agency UK, Associate 2
State Street —Edinburgh
Execute daily operational tasks such as investor onboarding, deal input, register updates, investor servicing, payments, controls and handling investor contact.
12d
Customer Service Associate
UPS —Edinburgh
Working with customers, internal and external, on a daily basis with the aim of developing an excellent working relationship.
8d

I want to receive the latest job alerts for transaction processing associate in scotland

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

transaction processing associate jobs near scotland

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

transaction processing associate jobs in scotland

Client Services Associate

MULTIFUNCTIONAL SALES ASSOCIATE (12 Hours, Fix Term, Edinburgh - St James SC)

MULTIFUNCTIONAL SALES ASSOCIATE (12 hours- Buchanan Galleries- TEEN)

Associate Banking Director Intermediary Lending, Edinburgh or London

Stores Technican

Temporary Sales Associate 16 hours

Customer Service Administrator - French and Dutch speaker

Related jobs to explore

I want to receive the latest job alerts for transaction processing associate in scotland

Explore jobs in more locations

About The Role

About You

Jobseeker tools

Employer Tools

Browse

Stay Connected