Client services associate Work, Jobs in Worcester Park, Gtl (with Salaries)

Client Services Associate
7IM —London
- Microsoft Word
- Microsoft Excel
- Microsoft Office
Client Services Associate
Meredith Brown Associates —London
- Call to connect
- Microsoft Powerpoint
- Microsoft Excel
- Microsoft Office
14d
Client Services Associate
Partners Capital —London
- Microsoft Excel
- Microsoft Outlook
- Microsoft Office
- Life insurance
Associate, KYC Client Onboarding - Client Shared Services - Capital Markets
Royal Bank of Canada —London
- Full-time
- Bachelor's degree
- IT
1d
Associate, Company Secretarial Assistant
Janus Henderson —London
- Hybrid work
- Microsoft Excel
- Microsoft Outlook
- Microsoft Office
10d
Customer Experience Associate
KITH —London
- £14.42 an hour
- Part-time
- Customer service
- Communication skills
- Retail sales
20h
KYC Associate
Partners Capital —London
- Microsoft Excel
- Microsoft Outlook
- Microsoft Office
1d
Institutional Content Associate
Fisher Investments Europe —London
- Full-time
- Hybrid work
- Microsoft Outlook
- Microsoft Office
- Project management
- Annual leave
- Work from home
13d
Onboarding Associate
Charles Stanley —London
- Full-time
- Microsoft Word
- Microsoft Excel
- Microsoft Outlook
7d
Counter Associate - 'The Ordinary' - Selfridges, Oxford Street
DECIEM —London
- Part-time
- Customer service
- Communication skills
- Time management
- Annual leave
- Employee assistance programme
Client Services Associate
RH —London
- Customer service
- Microsoft Office
- Organisational skills
Quick apply
Sales Support Associate
Ralph Lauren —London
- Part-time
- Hospitality
- Maintenance
- Organisational skills
- Employee discount
Partnerships Associate
Juno —London
- £28,000 a year
- Full-time
Quick apply
Associate – Client Relations - Benelux
AllianceBernstein —London
- Full-time
- Microsoft Powerpoint
- Microsoft Word
- Microsoft Excel
Senior Associate Director, Client Experience Strategy & Delivery Partner
Janus Henderson —London
- Hybrid work
- Sales
- Communication skills
Sales/Supply Service Representative
IMCD —Sutton
- Full-time
- Hybrid work
- Communication skills
- Employee assistance programme
Associate Director, Anaplan Solutions
Deloitte —London
- Hybrid work
- Oracle
- Sales
- Public speaking
Client Service Associate
Manulife —London
- £76,275 - £137,295 a year
- Full-time
- Annual leave
- Life insurance
Bank Medical Secretary
Spire Healthcare —Sutton
- Hospital
- Annual leave
12d
Client Delivery Associate
NewtonX —London
- £50,000 a year
- Full-time
- Hybrid work
- Bachelor's degree
- Leadership
- Annual leave

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client services associate jobs near worcester park, gtl

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

client services associate jobs in worcester park, gtl

Client Services Associate

Client Services Associate

Client Services Associate

Associate, KYC Client Onboarding - Client Shared Services - Capital Markets

Associate, Company Secretarial Assistant

Customer Experience Associate

KYC Associate

Institutional Content Associate

Onboarding Associate

Counter Associate - 'The Ordinary' - Selfridges, Oxford Street

Client Services Associate

Sales Support Associate

Partnerships Associate

Associate – Client Relations - Benelux

Senior Associate Director, Client Experience Strategy & Delivery Partner

Sales/Supply Service Representative

Associate Director, Anaplan Solutions

Client Service Associate

Bank Medical Secretary

Client Delivery Associate

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