Graduate Client Services Administrator (6 months FTC - Edinburgh)

7IM; Select (KY); On-site; USD 40,000 - 60,000; Full time

Job summary

7IM is seeking a Graduate Client Services Administrator for a 6-month FTC role in Edinburgh. The position involves supporting the Client Servicing and Paraplanning Team in daily activities, requiring keen attention to detail, strong communication skills, and operational administration knowledge. Recent graduates with A levels and a desire to improve service levels are encouraged to apply.

Qualifications

• Demonstrate numeracy & literacy skills to at least A level/Higher standard.
• Good communication skills, both oral and written.
• Ownership & Initiative required.

Responsibilities

• Processing letters of authority and updating client information.
• Inputting clients' data into systems and managing workflows.
• Producing reports and maintaining accurate back-office systems.

Skills

Accuracy

Organization

Communication

Initiative

Operational administration

Education

A level/Higher standard

Tools

Microsoft Excel

Job description

Graduate Client Services Administrator (6 months FTC - Edinburgh)

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Graduate Client Services Administrator (6 months FTC - Edinburgh)

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• Working across the Client Servicing and Paraplanning Team based in Edinburgh supporting colleagues and advisers with the day-to-day activities across the client base.
  
  

About The Role

Purpose

• Working across the Client Servicing and Paraplanning Team based in Edinburgh supporting colleagues and advisers with the day-to-day activities across the client base.
  
  

Responsibilities

• Processing letters of authority and phoning providers for up-to-date information regarding plans or policies
• Inputting of Fact Finds into the system for new clients and existing clients and any client change of details e.g. bank accounts, addresses
• Creating Statements of Suitability (SOS) for clients post meeting and updating the relevant systems and spreadsheets.
• Process new business application forms including GIA/ISA/SIPP & Bond accounts ensuring client accounts are set up correctly including fee rates and account groups.
• Setting up online access for new and existing clients and assisting with all queries in relation to the My7IM portal.
• Setting up payments for ISAs, SIPPs, Bonds, GIAs and monitoring regular withdrawals.
• Manage workflow through a task management system and monitoring mailbox
• Keeping back-office systems and client databases up to date and accurate including unmapped accounts and suspense items
• Producing reports including valuations, performance summaries and transaction statements inc meeting note preparation
• Review mail and allocate to respective Advisers within the team or internal office
  
  

Skills

About You

• Accuracy and attention to detail when reviewing reports.
• Organisation of own workload to meet deadlines.
• Good communication skills, both oral and written
• Ability & willingness to identify and suggest improvements in processes / service levels.
• Ownership & Initiative
• Good knowledge of operational administration including settlement, custody, and clearance
  
  

Knowledge

• Good working knowledge of all Microsoft office applications specifically Excel
  
  

Qualifications

• Candidates must demonstrate numeracy & literacy skills to at least A level/Higher standard.
  
  

Other Relevant Information

• Reports into Private Client Team Leaders/Managers
  
  

About Us

Not Specified

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Seniority level

• Seniority level

  Internship

Employment type

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  Full-time

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