Graduate Client Services Coordinator - Edinburgh

7IM; City of Edinburgh; On-site; GBP 25,000 - 35,000; Full time

Job summary

A financial services firm located in Edinburgh is seeking a dedicated team member for the Client Servicing and Paraplanning Team. The role involves processing client information, inputting data, and creating client statements. Strong organizational and communication skills are essential, with a focus on accuracy and customer service. Candidates should possess numeracy and literacy skills at A level/Higher standard, along with good knowledge of Microsoft Excel. This position offers an opportunity to grow in a dynamic client-focused environment.

Qualifications

• Demonstrate numeracy & literacy skills to at least A level/Higher standard.
• Good working knowledge of Microsoft office applications specifically Excel.

Responsibilities

• Process letters of authority and phone providers for information.
• Input Fact Finds into the system for new clients.
• Create Statements of Suitability for clients post meeting.
• Process new business applications ensuring account setups are correct.
• Set up online access for clients and assist with queries.
• Manage workflow through a task management system.
• Keep back-office systems and client databases updated.
• Produce reports including valuations and performance summaries.
• Allocate mail to respective Advisers within the team.

Skills

Attention to detail

Organizational skills

Communication skills

Process improvement

Ownership and initiative

Operational administration knowledge

Education

A level/Higher standard numeracy & literacy

Tools

Microsoft Excel

Job description

A financial services firm located in Edinburgh is seeking a dedicated team member for the Client Servicing and Paraplanning Team. The role involves processing client information, inputting data, and creating client statements. Strong organizational and communication skills are essential, with a focus on accuracy and customer service. Candidates should possess numeracy and literacy skills at A level/Higher standard, along with good knowledge of Microsoft Excel. This position offers an opportunity to grow in a dynamic client-focused environment.