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- Tasks: Assist advisers in delivering top-notch client service and manage client onboarding.
- Company: Leading investment management firm based in Edinburgh.
- Benefits: Competitive salary, professional development, and a supportive team environment.
- Why this job: Join a dynamic team and make a real difference in clients' financial journeys.
- Qualifications: 2-3 years' experience in Wealth Management and strong communication skills.
- Other info: Proactive improvement suggestions are encouraged in this role.
The predicted salary is between 36000 - 60000 £ per year.
A prominent investment management firm is seeking a Client Services Associate based in Edinburgh to assist advisers in delivering exceptional client service. The role includes:
- Meeting documentation
- Creating suitability statements
- Onboarding new clients
- Maintaining compliance across advice files
The ideal candidate will have 2-3 years' experience in Wealth Management and strong communication and organizational skills. Proficiency in MS Office is required, and the role encourages proactive improvement suggestions.
Wealth Client Services Specialist in Edinburgh employer: 7IM
Contact Detail:
7IM Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Wealth Client Services Specialist in Edinburgh
✨Tip Number 1
Network like a pro! Reach out to your connections in the wealth management sector and let them know you're on the hunt for a Client Services Associate role. You never know who might have the inside scoop on job openings or can put in a good word for you.
✨Tip Number 2
Prepare for those interviews by brushing up on your knowledge of client service best practices. Think about how you can demonstrate your experience in onboarding clients and maintaining compliance, as these are key aspects of the role we're looking at.
✨Tip Number 3
Show off your organisational skills! Create a portfolio that highlights your past work in wealth management, including any documentation you've handled or improvements you've suggested. This will give potential employers a clear picture of what you bring to the table.
✨Tip Number 4
Don't forget to apply through our website! We love seeing candidates who are proactive and engaged. Plus, it gives us a chance to see your application in the best light possible. So, get your CV ready and hit that apply button!
We think you need these skills to ace Wealth Client Services Specialist in Edinburgh
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights your experience in Wealth Management and showcases your communication and organisational skills. We want to see how your background aligns with the role, so don’t be shy about tailoring it to fit!
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. We love seeing enthusiasm and a proactive attitude, so let that personality come through!
Showcase Your MS Office Skills: Since proficiency in MS Office is a must, make sure to mention any specific tools or projects where you've used these skills effectively. We appreciate candidates who can demonstrate their technical abilities clearly.
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 Wealth Management Stuff
Make sure you brush up on your knowledge of wealth management principles and practices. Be ready to discuss your previous experience in the field, especially any specific situations where you’ve provided exceptional client service or handled compliance issues.
✨Show Off Your Communication Skills
Since strong communication is key for this role, practice articulating your thoughts clearly and confidently. Consider preparing examples of how you've effectively communicated with clients or colleagues in the past, especially in challenging situations.
✨Get Familiar with MS Office
Proficiency in MS Office is a must, so make sure you're comfortable with tools like Excel, Word, and PowerPoint. You might be asked to demonstrate your skills, so consider brushing up on any advanced features that could help you stand out.
✨Be Proactive with Improvement Suggestions
This role encourages proactive improvement suggestions, so think about ways you could enhance processes or client interactions. Prepare a couple of ideas to share during the interview, showing that you’re not just reactive but also forward-thinking.
