Transaction processing associate Work, Jobs in United Kingdom (with Salaries)

Client Services Associate (Graduate)
Seven Investment Management —Edinburgh
- Microsoft Word
- Microsoft Excel
- Writing skills
Operations Associate/Specialist
The AI Whistleblower Initiative —London
- £65,000 - £75,000 a year
- Travel
- Human resources
- Budgeting
Quick apply
10d
Associate, Client Processing I
The Bank of New York Mellon Corporation —Manchester
- Full-time
- Microsoft Powerpoint
- Bachelor's degree
- No degree
Client Services Associate (Graduate)
7IM —London
- Microsoft Word
- Microsoft Excel
- Writing skills
Logistics Associate
Prinova Europe —London
- Full-time
- Hybrid work
- Microsoft Powerpoint
- Spanish
- Microsoft Excel
Quick apply
Workplace Solutions - Plan Management Associate, Leeds
JPMorganChase —Leeds
- Full-time
- Microsoft Word
- Communication skills
11d
Supply Chain and Logistics Associate
Paul Smith —York
- £70,000 - £80,000 a year
- Organisational skills
- Leadership
- Communication skills
- Annual leave
- Employee discount
Senior Associate - International Settlements
Broadridge —Glasgow
- Full-time
- Bachelor's degree
- Mentoring
- Business
Payment Operations Associate
Castle Trust Bank —Basingstoke
- Full-time
- Continuous improvement
- Accounting
- Organisational skills
- Employee assistance programme
- Employee discount
Quick apply
2d
Investment Banking Associate - Healthcare
Robert W. Baird —London
- Master's degree
- Presentation skills
- Business
Specialist, Client Processing Representative
The Bank of New York Mellon Corporation —Manchester
- Full-time
- Microsoft Powerpoint
- Bachelor's degree
- No degree
Corporate Banking Operations Associate
Sumitomo Mitsui Banking Corporation —London
- Hybrid work
- Organisational skills
- Annual leave
Accounts Associate
UHY Hacker Young —London
- Full-time
- Hybrid work
- Employee discount
- Gym membership
Emerging Markets Credit Sales - Analyst or Associate
JPMorganChase —London
- Full-time
- Business development
- Analysis skills
- Bachelor's degree
Wealth Management, International Trust Services - Jersey, Channel Islands Trust Analyst, Sr. Associate
JPMorganChase —Jersey
- Full-time
- Organisational skills
- Communication skills
5d
Associate, Corporate Actions Representative
The Bank of New York Mellon Corporation —Manchester
- Full-time
- Data entry
- Organisational skills
- Financial services
Associate, Client Servicing
MUFG —London
- Full-time
- Computer literacy
- Analysis skills
- No degree
Business Analyst â€“ Regulatory Change & Transaction Reporting
Bank of America —Chester
- Full-time
- Writing skills
- Analysis skills
- Continuous improvement
Trade Support - Associate
JPMorganChase —London
- Full-time
- Continuous improvement
2d
Asset Management Associate
SHINHAN BANK LONDON BRANCH —London
- Full-time
- English
- Analysis skills
- Bachelor's degree
Quick apply

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Client Services Associate (Graduate)

Seven Investment Management -
Edinburgh

Apply Now

Job details

Permanent

Qualifications

Microsoft Word
Financial Conduct Authority guidelines
Microsoft Excel
Stakeholder liaison
Writing skills
Financial report writing
Filing
Internal department liaison
Microsoft Office Suite
Numeracy
Continuous improvement
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

transaction processing associate jobs in united kingdom

Client Services Associate (Graduate)

Operations Associate/Specialist

Associate, Client Processing I

Client Services Associate (Graduate)

Logistics Associate

Workplace Solutions - Plan Management Associate, Leeds

Supply Chain and Logistics Associate

Senior Associate - International Settlements

Payment Operations Associate

Investment Banking Associate - Healthcare

Specialist, Client Processing Representative

Corporate Banking Operations Associate

Accounts Associate

Emerging Markets Credit Sales - Analyst or Associate

Wealth Management, International Trust Services - Jersey, Channel Islands Trust Analyst, Sr. Associate

Associate, Corporate Actions Representative

Associate, Client Servicing

Business Analyst â€“ Regulatory Change & Transaction Reporting

Trade Support - Associate

Asset Management Associate

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

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