At a Glance
- Tasks: Assist Advisers in delivering top-notch service and onboarding new clients.
- Company: Join a dynamic team focused on client satisfaction and operational excellence.
- Benefits: Gain valuable experience, develop skills, and enjoy a supportive work environment.
- Other info: Opportunity to grow within the wealth management sector and enhance your career.
- Why this job: Perfect for school leavers or graduates seeking their first professional role.
- 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
- Processing 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
- Supporting wider team with processing new business application forms
- Processing accounts closures and deceased client cases and ensuring timely completion of such cases
- Taking responsibility to ensure that all client communication is accurate, appropriate & delivered at the right time, to include emails, letters and reports
- Liaising closely with 7IM’s Operations team to ensure full communication and understanding, minimising errors and maximising service levels
- Continually looking at ways to enhance operational systems and procedures to maximise efficiencies
- Continually suggesting realistic & appropriate improvements and solutions to problems to your line manager and others across 7IM and reviewing/creating procedures when required
- Filing, in accordance with 7IM and FCA procedures
- Subscribing to 7IM's declared Mission and Tenets, & to Treating Customers Fairly (TCF) initiatives
- Ensuring 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
- 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
Client Services Associate in Edinburgh employer: Seven Investment Management
Seven Investment Management is an excellent employer, offering a dynamic work culture that fosters innovation and collaboration in the heart of the financial sector. Employees benefit from comprehensive professional development opportunities, competitive remuneration, and a commitment to work-life balance, all while contributing to cutting-edge projects in hybrid cloud networking and infrastructure. With a focus on employee well-being and growth, this role provides a meaningful chance to make a significant impact within a forward-thinking organisation.
Contact Details:
Seven Investment Management 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 friends, family, and even acquaintances who might have connections in the financial services sector. A personal recommendation can go a long way in landing that Client Services Associate role.
✨Tip Number 2
Prepare for interviews by researching the company and its values. Understand their mission and how you can contribute to their client-focused approach. This will show you're genuinely interested and ready to be part of the team.
✨Tip Number 3
Practice your communication skills! Since this role involves liaising with clients and colleagues, being able to articulate your thoughts clearly is key. Try mock interviews with friends or use online resources to sharpen your skills.
✨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 the initiative to engage directly with us.
We think you need these skills to ace Client Services Associate in Edinburgh
Some tips for your application 🫡
Tailor Your CV:Make sure your CV reflects the skills and experiences that match the Client Services Associate role. Highlight any relevant experience in client services or administration, and don’t forget to showcase your attention to detail!
Craft a Compelling Cover Letter:Your cover letter is your chance to shine! Use it to explain why you’re excited about this opportunity at StudySmarter and how your background makes you a great fit for the team. Keep it concise but engaging!
Showcase Your Communication Skills:Since good communication is key for this role, make sure your written application is clear and free of errors. Use professional language, but let your personality shine through – we want to see the real you!
Apply Through Our Website:We encourage you to apply directly through our website. It’s the best way to ensure your application gets to us quickly and efficiently. Plus, you’ll find all the info you need about the role right there!
How to prepare for a job interview at Seven Investment Management
✨Know Your Stuff
Make sure you understand the role of a Client Services Associate inside out. Familiarise yourself with terms like ISAs, SIPPs, and cash reconciliations. This will not only help you answer questions confidently but also show your genuine interest in the position.
✨Show Off Your Communication Skills
Since this role involves a lot of client interaction, practice articulating your thoughts clearly. Prepare examples of how you've effectively communicated in past experiences, whether through emails or face-to-face conversations. This will demonstrate your ability to deliver high-quality client service.
✨Be Proactive
Think of ways you can improve processes or enhance service levels before the interview. Bring these ideas up during your conversation to showcase your initiative and problem-solving skills. Employers love candidates who are forward-thinking and eager to contribute.
✨Dress the Part
Even if the company culture is relaxed, it's always better to be slightly overdressed than underdressed. Aim for smart casual attire that reflects professionalism. This shows respect for the interview process and helps create a positive first impression.
