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- Tasks: Support Advisers in delivering exceptional client service and onboarding new clients.
- Company: Join a leading Wealth Management firm with a focus on client satisfaction.
- Benefits: Competitive salary, professional development, and a supportive team environment.
- Why this job: Make a real difference in clients' financial journeys while growing your career.
- Qualifications: Experience in Client Services and strong communication skills required.
- Other info: Dynamic role with opportunities for personal and professional growth.
The predicted salary is between 30000 - 42000 £ per year.
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 ensure 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 suggest 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 7IM’s 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:
- 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.
- Location: Edinburgh, Scotland, United Kingdom.
Client Services Associate employer: 7IM
Contact Detail:
7IM Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Client Services Associate
✨Tip Number 1
Network like a pro! Reach out to your connections in the financial services industry, especially those who work at 7IM or similar companies. A friendly chat can lead to insider info about job openings and even referrals.
✨Tip Number 2
Prepare for interviews by practising common questions related to client services and wealth management. We recommend role-playing with a friend or using online resources to get comfortable with your responses.
✨Tip Number 3
Show off your skills! Bring examples of your past work, like client communication or process improvements, to the interview. This will help demonstrate your attention to detail and proactive approach.
✨Tip Number 4
Don’t forget to apply through our website! It’s the best way to ensure your application gets noticed. Plus, it shows you’re genuinely interested in joining the 7IM team.
We think you need these skills to ace Client Services Associate
Some tips for your application 🫡
Tailor Your CV: Make sure your CV is tailored to the Client Services Associate role. Highlight your experience in client services and any relevant financial services knowledge. We want to see how your skills match what we're looking for!
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to explain why you're passionate about client services and how you can contribute to our team at 7IM. Keep it concise but engaging – we love a good story!
Showcase Your Attention to Detail: In this role, accuracy is key. Make sure your application is free from typos and errors. We appreciate candidates who take the time to double-check their work, so show us that you care about the details!
Apply Through Our Website: We encourage you to apply directly through our website. It’s the best way for us to receive your application and ensures you’re considered for the role. Plus, it’s super easy – just follow the prompts!
How to prepare for a job interview at 7IM
✨Know Your Stuff
Make sure you brush up on your knowledge of financial services, especially around pensions, bonds, and the onboarding process. Being able to discuss these topics confidently will show that you're serious about the role and understand what it entails.
✨Showcase Your Client Focus
Prepare examples of how you've delivered exceptional client service in the past. Think about specific situations where you went above and beyond to meet a client's needs or resolved an issue effectively. This will demonstrate your commitment to client satisfaction.
✨Be Organised and Proactive
During the interview, highlight your organisational skills and ability to manage your workload. Share instances where you took the initiative to improve processes or enhance service levels. This will resonate well with the company's focus on efficiency and client service.
✨Communicate Clearly
Practice articulating your thoughts clearly and concisely. Good communication is key in this role, so be prepared to answer questions in a straightforward manner. You might even want to do a mock interview with a friend to get comfortable with your delivery.
