Entry-Level Wealth Client Services Associate

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

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