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.
StudySmarter Expert Advice🤫
We think this is how you could land Client Services Associate (Graduate)
✨Tap into Campus Networks
If you're still in uni, don’t forget to engage with your campus's career services and attend finance-related events. Banks often do presentations and recruitment drives on campus, so put yourself out there and make use of these opportunities to show off your passion for the field.
✨Get Certified
Consider pursuing relevant certifications like the CFA or ACCA while you’re job hunting. They not only beef up your CV but also connect you with professional bodies which can lead to networking opportunities and even job openings in banking and financial services.
✨Connect on Professional Platforms
Join finance-focused groups on platforms like LinkedIn and engage in discussions. This can really help you stand out from the crowd, allowing potential employers to see your knowledge and interest in industry trends. Plus, you might stumble upon job postings shared exclusively within the group.
✨Apply Directly and Be Proactive
Don’t shy away from reaching out directly to firms like 7IM. Use their websites and apply through them, but also consider following up with a polite email to express your enthusiasm. Being proactive can make a huge difference in getting noticed in the competitive financial services sector.
We think you need these skills to ace Client Services Associate (Graduate)
Some tips for your application 🫡
Show Off Your Numbers!:In the banking and financial services world, quantifiable achievements are key. Make sure your CV highlights your grades in relevant subjects, any financial certifications you hold, and specific projects where you've delivered measurable results. Employers love to see how your skills translate into real-world success.
Tailor Your Cover Letter to the Role:When applying for a full-time position, your cover letter should make a direct connection between your experience and the job description. Don't just state your enthusiasm for finance—dive into how your background in banking or financial analysis sets you apart. Let your passion shine through while being specific about what you can bring to 7IM.
Include Relevant Financial Software Experience:If you've worked with financial modelling tools or software like Excel, SAP, or specific analytical tools during your studies or internships, bring that up! Highlighting your proficiency can really make your application pop and show you're ready to hit the ground running in a full-time role.
Research and Reflect:Before hitting that 'apply' button on 7IM's website, do a little digging. Look up their recent projects, values, and culture. Reflecting their ethos in your application can make a huge difference and show you’re genuinely interested in being part of the team!
How to prepare for a job interview at 7IM
✨Brush Up on Financial Analysis Skills
Make sure you're well-versed in financial concepts and analytical techniques relevant to banking and financial services. Get comfortable with tools like Excel for modelling or financial forecasting, as technical questions in this area are common during interviews with 7IM.
✨Prepare for Case Studies
Expect to tackle case studies that demonstrate your problem-solving skills in real-world banking scenarios. Familiarise yourself with the types of problems you might face—think risk assessments or investment evaluations—and be ready to articulate your thought process clearly.
✨Show Your Passion for Finance
Since this is a full-time position, employers at 7IM will be keen to see your genuine interest in finance. Be prepared to discuss recent industry trends or news articles that excite you, showcasing your enthusiasm and engagement with the field.
✨Network with Industry Professionals
Before your interview, reach out to current or former 7IM employees on platforms like LinkedIn. They'll offer unique insights into the company's culture and the interview process, which can give us a delightful edge in showcasing a good fit for the team.
