Client Services Associate

Seven Investment Management LLP; City of Edinburgh; On-site; GBP 22,000 - 30,000; Full time

Job summary

Seven Investment Management LLP seeks a Client Services Associate to assist with client onboarding and provide exceptional service. This is an excellent opportunity for school leavers or graduates looking to start a career in wealth management. The role involves setting up payments, monitoring cash reconciliations, producing reports, and ensuring accurate communication with clients. Ideal candidates will be proactive, detail-oriented, and proficient in MS Word and Excel. A level qualifications and a desire to pursue further industry examination are essential.

Qualifications

• Numeracy and literacy skills at least A level or higher.
• Suitable for school leavers or graduates.
• Experience in Client Services within Wealth Management is desired.

Responsibilities

• Setting up payments for various financial products.
• Monitoring cash reconciliations and outstanding fees.
• Producing reports including valuations and performance summaries.
• Processing accounts closures and deceased client cases.
• Ensuring all client communication is accurate and timely.

Skills

Accuracy and attention to detail

Good communication skills

Proficient in MS Word/Excel

Client focused

Organisation of own workload

Proactive and initiative-oriented

Adaptive to change

Education

A level or higher numeracy and literacy

Working towards CII Level 4 Financial Planning qualification

Tools

Microsoft Office applications

Job description

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 the wider team with processing new business application forms
• Processing accounts closures and deceased client cases and ensuring timely completion of such cases
• Ensuring all client communication is accurate, appropriate, and delivered at the right time, including emails, letters and reports
• Liaising closely with 7IM’s Operations team to ensure full communication and understanding, minimising errors and maximising service levels
• Continuously looking for ways to enhance operational systems and procedures to maximise efficiencies (eg Xplan)
• Suggesting realistic and 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, and 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
• Must be proactive and able to use initiative
• Good communication skills, both oral and written
• Adaptive to change
• Proficient in MS Word/Excel
• Ability and willingness to identify and suggest improvements in processes and 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 and literacy skills to at least A level or higher standard
• Suitable for school leavers or graduates
• Working towards an industry examination such as a CII Level 4 Financial Planning qualification

Other relevant information

• Reports into the Client Services Team Manager