Processing associate Work, Jobs in Sighthill/gorgie, Edh (with Salaries)

Client Services Associate
Seven Investment Management —Edinburgh
- Microsoft Word
- Microsoft Excel
- Microsoft Office
Executive Administration Assistant
triSaaS (Enhance) —Edinburgh
- Part-time
- Microsoft Office
- Hotel
- SharePoint
- Free parking
- Sick pay
Quick apply
Team Member
NEXT —Edinburgh
- £8.28 - £12.71 an hour
- Part-time
- Employee discount
6d
MULTIFUNCTIONAL SALES ASSOCIATE (12 Hours, Fix Term, Edinburgh - St James SC)
Mango —Edinburgh
- 12 hour shift
- Sales
- Employee assistance programme
- Employee discount
Temporary Sales Associate 16 hours
Coach —Edinburgh
- Part-time
- Sales
- Social media management
- English
- Employee discount
Transfer Agency UK, Associate 2
State Street —Edinburgh
- Full-time
- Hybrid work
- Microsoft Powerpoint
- Microsoft Word
- Microsoft Excel
Assistant Banking Manager, Edinburgh
Hampden Bank —Edinburgh
- Microsoft Office
- Administrative experience
- Organisational skills
- Annual leave
- Employee assistance programme
2d
Stores Technican
Heriot Watt University —Edinburgh
- £26,707 - £31,236 a year
- Full-time
- Microsoft Excel
- Oracle
- Microsoft Outlook
- Annual leave
- Flexible schedule
Inside Sales Associate
ADI Global Distribution —Edinburgh
- Full-time
- CRM software
- Sales
- Customer service
Anthropologie Service and Selling Manager - Edinburgh, Scotland
Anthropologie —Edinburgh
- Full-time
- Sales
- Team management
- Leadership
- Annual leave
- Employee assistance programme
Operations Lead - Multrees Walk, Edinburgh
ALO —Edinburgh
- Weekend availability
- Sales
- Leadership
- Communication skills
Quick apply
8d
Visual Lead - Multrees Walk, Edinburgh
ALO —Edinburgh
- Weekend availability
- Sales
- Leadership
- Communication skills
Quick apply
8d
Java Engineer, Associate
BlackRock Investments —Edinburgh
- Hybrid work
- Computer Science
- Engineering
- Data analysis skills
- Work from home
Security Developer - Associate
BlackRock Investments —Edinburgh
- Hybrid work
- SQL
- AWS
- APIs
- Work from home
Associate Director – Conventional & Low Carbon (CLC) - Programme Advisory
Turner & Townsend —Edinburgh
- Full-time
- Hybrid work
- Master's degree
- No degree
- Business
Quick apply
Associate Banking Director Intermediary Lending, Edinburgh or London
Hampden Bank —Edinburgh
- Communication skills
- Annual leave
- Employee assistance programme
Full Time Supervisor, Calvin Klein - Livingston
Calvin Klein —Livingston
- Full-time
- Communication skills

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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

About Us

Not Specified

Apply Now

Refine Your Search

processing associate jobs in sighthill/gorgie, edh

Client Services Associate

Executive Administration Assistant

Team Member

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

Temporary Sales Associate 16 hours

Transfer Agency UK, Associate 2

Assistant Banking Manager, Edinburgh

Stores Technican

Inside Sales Associate

Anthropologie Service and Selling Manager - Edinburgh, Scotland

Operations Lead - Multrees Walk, Edinburgh

Visual Lead - Multrees Walk, Edinburgh

Java Engineer, Associate

Security Developer - Associate

Associate Director – Conventional & Low Carbon (CLC) - Programme Advisory

Associate Banking Director Intermediary Lending, Edinburgh or London

Full Time Supervisor, Calvin Klein - Livingston

I want to receive the latest job alerts for processing associate in sighthill/gorgie, edh

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