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.
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City of Edinburgh
Partners Wealth Management LLP is looking for a dedicated Client Services Assistant in Edinburgh.
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…
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…
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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