Wealth Client Services Associate - Onboarding & Support

Posted 7 hours 16 minutes ago by Job Search Place Limited

Permanent
Not Specified
HR / Recruitment Jobs
Midlothian, Easter Howgate, United Kingdom, EH260
Job Description
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.