Wealth Client Services Associate - Onboarding & Support

Posted 3 hours 24 minutes ago by Seven Investment Management LLP

Permanent
Full Time
HR / Recruitment Jobs
Midlothian, Edinburgh, United Kingdom, EH120
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.