Client Services Associate (Graduate)

7IM; Princes Gate; On-site; GBP 21,000 - 27,000; Full time

Job summary

7IM is seeking a keen and capable candidate to assist Advisers with maintaining exceptional client service and onboarding new clients within the business. This role is suitable for school leavers or graduates seeking their first professional opportunity after school or university.

You will work with the Operations team to ensure accurate system updates and timely client communications. Key responsibilities include processing payments, monitoring transfers, producing client statements, and

Qualifications

• Attention to detail and accuracy in all client interactions.
• Strong organisation to manage workload and deadlines.
• Client oriented with a focus on high service standards.
• Proactive approach and ability to use initiative.
• Clear communication, both written and verbal.
• Adaptable to changing processes and clients.
• Willingness to contribute to process improvements.

Responsibilities

• Setting up ad hoc payments for ISAs, SIPPs, Bonds, GIAs and monitoring withdrawals.
• Monitoring cash reconciliations and outstanding fees.
• Processing and monitoring transfers in and out, liaising with clients and colleagues.
• Updating banking details and addresses in systems as required.
• Producing reports including valuations, performance summaries and statements.
• Supporting new business application processing.
• Handling account closures and deceased client cases with timely completion.
• Ensuring client communications are accurate and timely.

Skills

Accuracy and attention to detail

Organisational skills

Client focused

Proactive

Communication skills

Adaptable

Process improvement

Education

A levels

Graduate

CII Level 4 FP

Tools

MS Word

Excel

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


• You will process 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


• Support wider team with processing new business application forms


• Processing accounts closures and deceased client cases and ensure timely completion of such cases


• 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

Skills

About You

• 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 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

About Us

Not Specified