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Wealth Client Services Associate - Onboarding & Support
Posted 1 hour 28 minutes ago by Seven Investment Management
Permanent
Full Time
HR / Recruitment Jobs
Midlothian, Edinburgh, United Kingdom, EH120
Job Description
Seven Investment Management is seeking a diligent Client Services Assistant in Edinburgh to support advisers and onboard new clients. This entry level role is ideal for school leavers or graduates looking to start a career in wealth management.
You will handle payments, transfers, and client communications, while supporting the team with forms and reports. Excellent attention to detail and proactive problem solving are essential.