Transaction processing associate Work, Jobs in Wimbledon, Gtl (with Salaries)

Client Services Associate
7IM —London
- Microsoft Word
- Microsoft Excel
- Microsoft Office
MULTIFUNCTIONAL SALES ASSOCIATE (12 Hours Fix-Term, Kingston Bentall Centre SC)
Mango —Kingston upon Thames
- 12 hour shift
- Sales
- Employee assistance programme
- Employee discount
7d
Product Guide (Sales Associate) - Part Time | Battersea (m/f/d)
Arc'teryx —London
- Part-time
- English
- Employee discount
Sales Associate
Coach —White City
- £30,160 - £32,000 a year
- Part-time
- Sales
- Social media management
- English
- Employee discount
1d
Associate - Custody Business Operations
Bank of China —London
4d
Associate Client Services Officer
Corpay —London
- Full-time
- Communication skills
- Time management
- Life insurance
Product Guide (Sales Associate) - Full Time (m/f/d) | Covent Garden
Arc'teryx —London
- Full-time
- English
- Employee discount
SALES ASSISTANT (12 Hours Fix-Term, Battersea Power St)
Mango —nine elms
- 12 hour shift
- Sales
- Employee assistance programme
- Employee discount
6d
MULTIFUNCTIONAL SALES ASSOCIATE (20 Hours Fix-Term, Kingston Bentall Centre SC)
Mango —Kingston upon Thames
- Part-time
- Sales
- Employee assistance programme
- Employee discount
7d
Associate, Deal Analyst
Checkout.com —London
- Full-time
- Hybrid work
- Sales
- Salesforce
- English
Quick apply
1d
NEW JOB *** Customer Service Associate
Wintermann Search —London
- Call to connect
- Microsoft Office
- Business development
- Bachelor's degree
Accounts Payable Associate
Ryan Specialty —London
- Full-time
- Bachelor's degree
- Accounting
- Business
12d
MULTIFUNCTIONAL SALES ASSOCIATE (40 Hours Fix-Term, Battersea Power St)
Mango —nine elms
- Weekend availability
- Sales
- Employee assistance programme
- Employee discount
6d
Shipping and Printing Associate
Mail Boxes Etc. Weybridge —Weybridge
- From £13 an hour
- Full-time
- Microsoft Powerpoint
- Microsoft Word
- Microsoft Excel
Quick apply
1d
Retail Associate/Cashier
NISA LOCAL —Upminster
- Up to £12.75 an hour
- Part-time
- Bilingual
- Customer service
- Basic maths
Quick apply
1d
Global Sales & Marketing - UK FX Hedge Fund Sales - Analyst or Associate
JPMorganChase —London
- Full-time
- Sales
- Analysis skills
- Bachelor's degree
6d
Institutional Sales Associate
Blockchain.com —London
- Full-time
- Remote
- Sales
- Business development
Quick apply
5d
Accounts Associate
UHY Hacker Young —London
- Full-time
- Hybrid work
- Accounting
- QuickBooks
- Employee discount
- Gym membership
Doorperson
Marriott International, Inc —London
- Full-time
- Hospitality
- Hotel
- Supervising experience
6d
Associate, Treasury
Pantheon Ventures Careers —London
- SQL
- Python

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Client Services Associate

7IM -
London

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 wimbledon, gtl

Client Services Associate

MULTIFUNCTIONAL SALES ASSOCIATE (12 Hours Fix-Term, Kingston Bentall Centre SC)

Product Guide (Sales Associate) - Part Time | Battersea (m/f/d)

Sales Associate

Associate - Custody Business Operations

Associate Client Services Officer

Product Guide (Sales Associate) - Full Time (m/f/d) | Covent Garden

SALES ASSISTANT (12 Hours Fix-Term, Battersea Power St)

MULTIFUNCTIONAL SALES ASSOCIATE (20 Hours Fix-Term, Kingston Bentall Centre SC)

Associate, Deal Analyst

NEW JOB *** Customer Service Associate

Accounts Payable Associate

MULTIFUNCTIONAL SALES ASSOCIATE (40 Hours Fix-Term, Battersea Power St)

Shipping and Printing Associate

Retail Associate/Cashier

Global Sales & Marketing - UK FX Hedge Fund Sales - Analyst or Associate

Institutional Sales Associate

Accounts Associate

Doorperson

Associate, Treasury

I want to receive the latest job alerts for transaction processing associate in wimbledon, gtl

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