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Wealth Client Services Associate - Onboarding & Support
Posted 9 hours 11 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.
Seven Investment Management
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