Leave us your email address and we'll send you all the new jobs according to your preferences.

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.

Email this Job