Wealth Client Services Associate – Onboarding & Support
City of Edinburgh
Seven Investment Management LLP seeks a Client Services Associate to assist with client onboarding and provide exceptional service.
Partners Wealth Management LLP is looking for a dedicated Client Services Assistant in Edinburgh. You'll assist Advisers in delivering exceptional service to clients and monitor various financial transactions including ISAs and Bonds. We seek candidates who are detail-oriented and client-focused, ideally with experience in wealth management. This role is suitable for school leavers or graduates working towards a financial planning qualification and offers a chance to develop within a reputable firm.
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City of Edinburgh
Seven Investment Management LLP seeks a Client Services Associate to assist with client onboarding and provide exceptional service.
City of Edinburgh
To assist Advisers with providing an exceptional ongoing service to clients as well as supporting with the onboarding of new clients into the…
Princes Gate
To assist Advisers with providing an exceptional ongoing service to clients as well as supporting with the onboarding of new clients into the…
Princes Gate
To assist Advisers with providing an exceptional ongoing service to clients as well as supporting with the onboarding of new clients into the…
City of Edinburgh
To assist Advisers with providing an exceptional ongoing service to clients as well as supporting with the onboarding of new clients into the…
Princes Gate
7IM in Princes Gate, Wales, is offering an entry-level position in Client Services aimed at school leavers or recent graduates eager to start their…
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