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- Tasks: Support client onboarding and ensure smooth operations in wealth management.
- 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 client service.
- Qualifications: 2-3 years of experience in wealth management and strong communication skills.
- Other info: Proactive contributions are valued for enhancing service levels.
The predicted salary is between 36000 - 60000 £ per year.
A leading investment management firm in the City of Edinburgh is seeking a Client Services Coordinator to assist Advisers in providing exceptional service to clients. The role requires expertise in Wealth Management and includes responsibilities such as:
- Supporting client onboarding
- Processing business applications
- Ensuring compliance with operational procedures
Candidates should have 2-3 years of experience and strong communication and organizational skills. The company values proactive contributions to enhance service levels.
Wealth Client Services Associate – Onboarding & Support employer: Seven Investment Management LLP
Contact Detail:
Seven Investment Management LLP Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Wealth Client Services Associate – Onboarding & Support
✨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 lookout for opportunities. A friendly chat can lead to valuable insights or even a referral.
✨Tip Number 2
Prepare for those interviews! Research the company and its values, especially around client service and compliance. We want you to show how your experience aligns with their needs and how you can contribute proactively.
✨Tip Number 3
Practice your communication skills! Since this role is all about supporting clients and Advisers, being able to articulate your thoughts clearly and confidently will set you apart. Consider mock interviews with friends or mentors.
✨Tip Number 4
Don’t forget to apply through our website! It’s the best way to ensure your application gets noticed. Plus, we love seeing candidates who take that extra step to engage with us directly.
We think you need these skills to ace Wealth Client Services Associate – Onboarding & Support
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights your experience in Wealth Management and client services. We want to see how your skills align with the role, so don’t be shy about showcasing relevant achievements!
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. Keep it concise but impactful – we love a good story!
Show Off Your Communication Skills: Since strong communication is key for this role, make sure your application reflects that. Use clear and professional language, and don’t forget to proofread for any typos or errors – we appreciate attention to detail!
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 a few clicks and you’re done!
How to prepare for a job interview at Seven Investment Management LLP
✨Know Your Wealth Management Stuff
Make sure you brush up on your knowledge of wealth management principles and practices. Familiarise yourself with the latest trends in the industry, as well as the specific services offered by the firm. This will show that you're not just interested in the role but also passionate about the field.
✨Show Off Your Communication Skills
Since the role involves supporting Advisers and interacting with clients, practice articulating your thoughts clearly and confidently. Prepare examples from your past experiences where you've successfully communicated complex information or resolved client issues. This will demonstrate your ability to provide exceptional service.
✨Be Organised and Detail-Oriented
Given the importance of compliance and operational procedures in this role, come prepared to discuss how you manage your tasks and ensure accuracy. You might want to share specific tools or methods you use to stay organised, as this will highlight your proactive approach to enhancing service levels.
✨Ask Insightful Questions
Prepare a few thoughtful questions about the company's approach to client onboarding and support. This not only shows your interest in the role but also gives you a chance to assess if the company aligns with your values. It’s a great way to engage with the interviewers and leave a lasting impression.
