Client services associate Work, Jobs in Townhill, Fif (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
12d
Client Service - Associate
BlackRock Investments —Edinburgh
- Hybrid work
- Analysis skills
- Bachelor's degree
- In-person
- Work from home
Middle Office Strategic Onboarding & Implementation Associate
Standard Life —Edinburgh
- From £41,800 a year
- Hybrid work
- SQL
- Travel
- Organisational skills
Sales Associate
Belstaff —Livingston
Quick apply
8d
Client Contracting Associate
BlackRock Investments —Edinburgh
- Hybrid work
- Microsoft Office
- Contracts
- Financial services
- Work from home
5d
Temporary Sales Associate 16 hours
Coach —Edinburgh
- Part-time
- Sales
- Social media management
- English
- Employee discount
Specimen Management Associate
IQVIA —Livingston
- Full-time
- Warehouse experience
- Computer skills
Business Development Associate
Buro Happold —Edinburgh
- Hybrid work
- Business development
- Analysis skills
- Organisational skills
- Employee assistance programme
- Employee discount
Renewable Energy Development Advisor - Associate
Savills —Edinburgh
- Full-time
- Remote
- Negotiation
- Annual leave
Scientific Associate, Chromatographic Bioanalysis
Charles River Laboratories —Tranent
- £27,951.22 a year
- Full-time
- Sales
- Bachelor's degree
- Free parking
- Employee discount
13d
Implementation Associate
Clearwater Analytics, Ltd. —Edinburgh
- Microsoft Excel
- Microsoft Office
- SQL
Quick apply
Scientific Associate 1
Charles River Laboratories —Tranent
- £27,951.22 a year
- Full-time
- Sales
- Laboratory experience
- Bachelor's degree
13d
Customer Service Associate
UPS —Edinburgh
- Weekend availability
- Microsoft Word
- Microsoft Excel
- Microsoft Access
Key Account Manager
Swagelok Scotland —Central Belt
- From £45,000 a year
- Full-time
- Sales
- Driving
- Life insurance
Quick apply
4d
Pensions Associate
Gallagher Benefit Services —Edinburgh
- Microsoft Office
- Analysis skills
- Communication skills
- Employee stock purchase plan
- Life insurance
5d
Retail Sales Associate (part-time)
Canada Goose UK Retail Limited —Edinburgh
- Part-time
- Microsoft Word
- Microsoft Excel
- Sales
Quick apply
Assistant Archive Associate I
Charles River Laboratories —Tranent
- £25,352.56 a year
- Full-time
- Sales
- Customer service
- Word processing
11d
Transfer Agency UK, Associate 2
State Street —Edinburgh
- Full-time
- Hybrid work
- Microsoft Powerpoint
- Microsoft Word
- Microsoft Excel
Cash Operations - Associate
BlackRock Investments —Edinburgh
- Hybrid work
- Microsoft Excel
- Microsoft Office
- SQL
- Work from home

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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

client services associate jobs in townhill, fif

Client Services Associate

Executive Administration Assistant

Client Service - Associate

Middle Office Strategic Onboarding & Implementation Associate

Sales Associate

Client Contracting Associate

Temporary Sales Associate 16 hours

Specimen Management Associate

Business Development Associate

Renewable Energy Development Advisor - Associate

Scientific Associate, Chromatographic Bioanalysis

Implementation Associate

Scientific Associate 1

Customer Service Associate

Key Account Manager

Pensions Associate

Retail Sales Associate (part-time)

Assistant Archive Associate I

Transfer Agency UK, Associate 2

Cash Operations - Associate

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