Client Services Assistant

About The Role:PurposeResponsibilities Processing letters of authority and obtaining the relevant information from external providers to assist the Paraplanners in writing initial suitability reports Setting up online access for new and existing clients and assisting with all queries in relation to the My7IM portal Setting up all payments for ISAs, SIPPs,...

A new opportunity for an Trainee Client Support Assistant to join a IFA Practice in Edinburgh City Centre.Initial Responsibilities: Making client AppointmentsDealing with mail, scanning all relevant documentationTyping up of the Client FactfindsEnsure client data is accurate and up to datePreparation of correspondence including general letters and...

A new opportunity for an Trainee Client Support Assistant to join a IFA Practice in Edinburgh City Centre.Initial Responsibilities: Making client AppointmentsDealing with mail, scanning all relevant documentationTyping up of the Client FactfindsEnsure client data is accurate and up to datePreparation of correspondence including general letters and...

A new opportunity for an Trainee Client Support Assistant to join a IFA Practice in Edinburgh City Centre. Initial Responsibilities: Making client Appointments Dealing with mail, scanning all relevant documentation Typing up of the Client Factfinds Ensure client data is accurate and up to date Preparation of correspondence including general letters...

Meraki Talent are currently looking to recruit an experienced Private Client Assistant/Administrator within a leading investment management business. This specific role will suit an individual who is eager to progress within the financial services space whilst forming strong relationships with clients and working alongside key business stakeholders.Key...

"Getting your foot in the door" within the Financial Services/Wealth Management firm might seem like trying to find a needle in a haystack because you think you lack experience in these areas. 7IM are here to break that barrier by proposing a kickstart to your careerHave you ever considered becoming a Financial Planning Director but don't know where to...

"Getting your foot in the door" within the Financial Services/Wealth Management firm might seem like trying to find a needle in a haystack because you think you lack experience in these areas. 7IM are here to break that barrier by proposing a kickstart to your careerHave you ever considered becoming a Financial Planning Director but don't know where to...

Our in-store Service Consultants are friendly, supportive and our culture is hands-on and collaborative. Purchasing a precious piece from Laings is only the first stage of its journey. Our customers are provided with the best service over the lifetime of each piece, ensuring its longevity and that it remains exquisite. As a member of our broader Services...

Posting Description:Client Service Advisor - Commercial Insurance - (Glasgow or Edinburgh, UK)We're HiringDo you thrive in a fast-paced environment?Do you want to explore innovative risk solutions and support businesses across various sectors in the UK and wider?Aon Glasgow are hiringThis role is a hybrid role, it could be based in Glasgow or Edinburgh and...

Idex Consulting are recruiting for an experienced Client Services Administrator to join an IFA practice in Edinburgh. This is a fantastic opportunity for someone who has been working within a support role in an IFA.Your main responsibilities in this role will be:Preparing valuationsProcessing new business and renewalsProcess fund switchesAssisting with...

Senior Marine Consultant Hybrid - Edinburgh Salary DOE + Hybrid Working + Bonus Do you come from a Marine Consultancy or subsea analysis background whilst looking for a hybrid role to shape a safe and sustainable future?This established and rapidly growing offshore consultancy has massive plans in place to expand over the coming years, supported by its...

Job Title: Client Accounts AssistantEdinburgh - HybridDuties may include but are not limited to:Daily banking uploads & online payments including international transfers Diligent posting of manual transactions and frequent reconciliations to ensure accuracy Maintaining monthly direct debit procedures Maintaining daily bank reconciliations Processing supplier...

Hybrid working available£ EXCELLENT plus bonus and benefitsA boutique Investment House based in Edinburgh is looking to hire a Client Services Administrator to join their Investment Management team. You will be responsible for ensuring that all work agreed with the clients is delivered and accounted for, as youwill work to guarantee that every client is...

A Private Banking Client Service Specialist (CSS) is the primary contact for all service related needs of a Private Banking client. A CSS works with bankers, investors, various product specialists, mid-office and operations teams to deliver a seamless and integrated experience to our clients across all Private Banking productsEach CSS is regionally aligned...

Client Services AdviserOur client who is a UK Investment management company are looking to add a Client Services Consultant to there digital channels team due to growth of the business on a full time permanent basis.Working Hours - Monday to Friday - 7 hours per day between 07:30am - 17:00pmSalary - £24,000 DOELocation - City Centre of EdinburghHybrid...

Job title: Client Services Consultant; Administration DeskReporting to: Digital Administration ManagerLocation: EdinburghCore hours: 7 hours / day ranging between 7.30am and 5.00pmSalary: Up to £24kJob Purpose:The role will suit an individual who likes variety, maintains a high degree of accuracy and excellent attention to detail, is able to rise to...

Job purposeTo coordinate and ensure that excellent service promised to each client is provided in the local office working as part of the client team. Ensuring that all work agreed with a client is delivered and accounted for correctly.Key accountabilities To proactively engage with clients to help them get up to date with matters in hand To remind FPs and...

Job descriptionSome careers offer brighter prospects than others.If you're looking for a career that will help you stand out, join HSBC and fulfil your potential. Whether you want a career that could take you to the top, or simply take you in an exciting new direction, HSBC offers opportunities, support and rewards that will take you further.Global Liquidity...

About the RoleClient Services Consultant (CSC) is responsible for the efficient delivery of Magnit's services to our clients. This position will work closely with vendors (panel suppliers), client hiring managers and cross-functional teams, utilizing the VMS tool to ensure smooth service delivery.What You Will Do CSC is responsible for the daytoday delivery...

To be part of a fast paced Finance Team.Client DetailsMy client is a Market Leading Business within the Property Sector.Description Daily banking uploads & online payments including international transfers Posting of manual transactions and frequent reconciliations to ensure accuracy Maintaining monthly direct debit procedures Maintaining daily bank...