At a Glance
- Tasks: Support Advisers in delivering exceptional client service and onboarding new clients.
- Company: Join a leading Wealth Management firm focused on client satisfaction.
- Benefits: Competitive salary, professional development, and a supportive team environment.
- Other info: Dynamic role with opportunities for personal and professional growth.
- 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.
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 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 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.
Client Services Associate in Edinburgh employer: Seven Investment Management LLP
At 7IM, we pride ourselves on being an exceptional employer that fosters a collaborative and supportive work culture. As a Client Services Associate, you will benefit from ongoing professional development opportunities, a commitment to client satisfaction, and a dynamic environment that encourages innovation and efficiency. Located in a vibrant area, our team enjoys a balance of work and life, with access to various amenities that enhance the overall employee experience.
Contact Details:
Seven Investment Management LLP Recruitment Team
StudySmarter Expert Advice🤫
We think this is how you could land Client Services Associate in Edinburgh
✨Tip Number 1
Network like a pro! Reach out to your connections in the financial services industry 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! Research common questions for client services roles and practice your answers. Make sure you can showcase your attention to detail and client-focused approach, as these are key skills for the job.
✨Tip Number 3
Don’t forget to follow up! After an interview, send a quick thank-you email to express your appreciation for the opportunity. It’s a great way to keep yourself top of mind and show your enthusiasm for the role.
✨Tip Number 4
Apply through our website! We’ve got loads of opportunities waiting for you, and applying directly can sometimes give you a better chance of landing that interview. Plus, it shows you’re genuinely interested in joining our team!
We think you need these skills to ace Client Services Associate in Edinburgh
Some tips for your application 🫡
Tailor Your Application:Make sure to customise your CV and cover letter for the Client Services Associate role. Highlight your experience in client services and any relevant skills that match the job description. We want to see how you can bring value to our team!
Show Off Your Attention to Detail:Since accuracy is key in this role, be sure to showcase your attention to detail in your application. Whether it’s through your formatting or the way you present your experiences, we love seeing candidates who take pride in their work!
Demonstrate Your Client Focus:In your written application, share examples of how you've delivered exceptional service to clients in the past. We’re all about treating customers fairly, so let us know how you’ve gone above and beyond to meet client needs.
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 shows you’re keen on joining our team at StudySmarter!
How to prepare for a job interview at Seven Investment Management LLP
✨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 not just familiar with the role but also genuinely interested in it.
✨Showcase Your Organisation Skills
Since the role requires excellent organisation, prepare examples from your past experiences where you've successfully managed your workload and met deadlines. This could be through setting up meetings or processing applications efficiently.
✨Demonstrate Client Focus
Be ready to share specific instances where you've gone above and beyond for clients. Highlight your proactive approach and how you’ve ensured high standards of client service, as this is crucial for the position.
✨Ask Smart Questions
Prepare thoughtful questions about the company’s processes, particularly around their operational systems and how they enhance client service. This shows your interest in continuous improvement and aligns with the company's values.
