Client services associate Work, Jobs in Turnhouse, Edh (with Salaries)

Client Services Associate
Seven Investment Management —Edinburgh
- Microsoft Word
- CRM software
- Writing skills
Client Services Associate (Graduate)
Seven Investment Management —Edinburgh
- Microsoft Word
- Microsoft Excel
- Writing skills
Customer Service Quality Control & Performance Coach
JPMorganChase —Edinburgh
- Full-time
- Customer service
- Salesforce
- Research
Sales Associate (Part-Time) - Multrees Walk, Edinburgh
ALO —Edinburgh
- Part-time
Quick apply
9d
Operations Lead - Multrees Walk, Edinburgh
ALO —Edinburgh
- Weekend availability
- Recruiting
- Leadership
- Communication skills
Quick apply
Groups & Events Administrator - 20hrs/week
Delta Hotels by Marriott Edinburgh —Edinburgh
- £13.54 an hour
- Full-time
- Customer service
- Hotel
- Guest services
- Employee assistance programme
- Employee discount
Quick apply
2d
Visual Lead - Multrees Walk, Edinburgh
ALO —Edinburgh
- Weekend availability
- Team management
- Recruiting
- Leadership
Quick apply
Operations Manager
Raeburn Training —Kirkcaldy
- £35,000 - £48,000 a year
- Full-time
- Continuous improvement
- Human resources
- In-person
- Free parking
- Health & wellbeing programme
Quick apply
Operations Associate (Part-Time) - Multrees Walk, Edinburgh
ALO —Edinburgh
- Part-time
- Customer service
Quick apply
9d
Events Executive
Delta Hotels by Marriott Edinburgh —Edinburgh
- £13.54 an hour
- Full-time
- Customer service
- Hotel
- Contracts
- Employee assistance programme
- Employee discount
Quick apply
2d
Governance & Reporting Associate
JPMorganChase —Edinburgh
- Full-time
- Microsoft Powerpoint
- Organisational skills
- Financial services
Renewable Energy Development Advisor - Associate
Savills —Edinburgh
- Full-time
- Remote
- Business development
- Contracts
- Annual leave
Junior Investment Associate
RGH‑Global Limited —Edinburgh
- £30,000 - £35,000 a year
- Hybrid work
- Microsoft Powerpoint
- Microsoft Word
- Presentation skills
Veterinary Receptionist - Biggar and Peebles
Two Rivers Veterinary Practice —Peebles
- From £13.50 an hour
- Part-time
- Inventory control
- Computer literacy
- Front desk
- Annual leave
- Employee discount
Quick apply
5d
Legal Administrator
Rae McCabe Associates —Edinburgh
- £28,000 - £33,000 a year
- Full-time
- Travel
- Organisational skills
- Typing
Quick apply
Assistant Banking Manager, Edinburgh
Hampden Bank —Edinburgh
- Organisational skills
- Communication skills
- Banking
- Annual leave
- Employee assistance programme
Product Development and Implementation Senior Associate
Franklin Templeton Investments —Edinburgh
- Full-time
- Bachelor's degree
- No degree
- Organisational skills
Sales Associate (Full-Time) - Multrees Walk, Edinburgh
ALO —Edinburgh
- Weekend availability
Quick apply
9d
Consulting Associate
Biedrzycki Enterprise Consulting Ltd —Edinburgh
- £3,800 - £4,900 a month
- Full-time
- Writing skills
- Research
- Analysis skills
- Free parking
- Health & wellbeing programme
Quick apply
Engagement Consultant (Scotland)
WSP —Edinburgh
- Part-time
- Hybrid work
- No degree
- Organisational skills
- Communication skills
- Flexitime
- Work from home
9d

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client services associate jobs near turnhouse, edh

Client Services Associate

Seven Investment Management -
Edinburgh

Apply Now

Job details

Permanent

Qualifications

Microsoft Word
CRM software
Financial Conduct Authority guidelines
Pension
Meeting coordination
Stakeholder liaison
Writing skills
Filing
Case record updates
Internal department liaison
Microsoft Office Suite
Numeracy
Continuous improvement
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 turnhouse, edh

Client Services Associate

Client Services Associate (Graduate)

Customer Service Quality Control & Performance Coach

Sales Associate (Part-Time) - Multrees Walk, Edinburgh

Operations Lead - Multrees Walk, Edinburgh

Groups & Events Administrator - 20hrs/week

Visual Lead - Multrees Walk, Edinburgh

Operations Manager

Operations Associate (Part-Time) - Multrees Walk, Edinburgh

Events Executive

Governance & Reporting Associate

Renewable Energy Development Advisor - Associate

Junior Investment Associate

Veterinary Receptionist - Biggar and Peebles

Legal Administrator

Assistant Banking Manager, Edinburgh

Product Development and Implementation Senior Associate

Sales Associate (Full-Time) - Multrees Walk, Edinburgh

Consulting Associate

Engagement Consultant (Scotland)

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