Wealth Client Services Associate – Onboarding & Support

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

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.