At a Glance
- Tasks: Assist Advisers in delivering exceptional client service and onboarding new clients.
- Company: Join a dynamic wealth management firm focused on client satisfaction.
- Benefits: Gain valuable experience, develop skills, and enjoy a supportive work environment.
- Other info: Perfect for school leavers or recent graduates looking for their first professional role.
- Why this job: Kickstart your career in finance while making a real difference for clients.
- Qualifications: A levels or equivalent; strong numeracy and literacy skills required.
The predicted salary is between 25000 - 32000 £ per year.
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
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
- #J-18808-Ljbffr
Client Services Associate (Graduate) employer: 7IM
7IM is an exceptional employer located in the vibrant area of Princes Gate, UK, offering a collaborative work culture that prioritises quality engineering and innovation. Employees benefit from continuous professional development opportunities, a supportive team environment, and the chance to contribute to meaningful projects within the asset management sector. With a focus on automation and Agile methodologies, 7IM fosters a dynamic atmosphere where your skills can thrive and make a real impact.
