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 professional careers. The role involves supporting advisers in providing exceptional service, processing new client onboarding, managing ad hoc payments, and ensuring accuracy in client communications. Ideal candidates will have strong numerical and literacy skills alongside proficiency in Microsoft Office, particularly Excel. A proactive and detail-oriented approach is essential.
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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…
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
7IM is seeking a keen and capable candidate to assist Advisers with maintaining exceptional client service and onboarding new clients within the…
City of Edinburgh
Seven Investment Management LLP seeks a Client Services Associate to assist with client onboarding and provide exceptional service.
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