At a Glance
- Tasks: Assist Advisers in delivering exceptional client service and onboarding new clients.
- Company: Join a dynamic team at a leading wealth management firm.
- Benefits: Gain valuable experience, develop skills, and enjoy a supportive work environment.
- Other info: Opportunity to work towards industry qualifications and grow within the company.
- Why this job: Kickstart your career in finance while making a real difference for clients.
- Qualifications: Ideal for school leavers or graduates with strong numeracy and literacy skills.
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
- 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
Contact Details:
Seven Investment Management Recruitment Team
We think you need these skills to ace Client Services Associate (Graduate) in Edinburgh
Attention to Detail
Client Service Skills
Communication Skills
Proactivity
Organisational Skills
MS Excel
MS Word
