Client Services Assistant

1 week ago

Edinburgh, Edinburgh, United Kingdom Seven Investment Management Full time

About The Role:

Purpose

Responsibilities

  • 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, Bonds, GIAs and monitoring regular withdrawals
  • You will be responsible for settling fees from external providers and inhouse
  • Processing and monitoring transfers in and out, liaising with clients and colleagues
  • You will process any change of details requests including bank details and change of address ensuring the relevant systems are updated
  • Inputting of Fact Finds into the system for new clients
  • You will be keeping backoffice systems and client databases up to date and accurate
  • Producing reports including valuations, performance summaries and transaction statements
  • Review mail and allocate to respective Advisers within the team or internal office.
  • Support with office services duties as reasonably required including reception, mail duties and answering telephone calls
  • To support the administration of the quarterly reporting process using the agreed plan, liaising with all internal departmental and external stakeholder parties within agreed SLA's.
  • Manage the daily SWAP queue and any other queries that are raised within the team ensuring these are passed over to the relevant departments and rectified within a timely manne
  • Act in the best interest of clients ensuring the FCA's requirements and Company policies in relation to Treating Customers Fairly are adhered to
  • Continually suggesting realistic & appropriate improvements and solutions to problems with the Head of Operations (Edinburgh)
  • Filing, in accordance with 7IM and FCA procedures
  • Subscribing to 7IMs declared Mission and Tenets, & to Treating Customers Fairly (TCF) initiatives
  • Ensure the 7IM VPVPs (Vision, Purpose, Values and Personalities) are followed throughout your working practices
  • Other duties, as reasonably required by the line manager and 7IM

About You:

Skills

  • Accuracy and attention to detail when reviewing reports
  • Organisation of own workload to meet deadlines
  • Good communication skills, both oral and written
  • Ability & willingness to identify and suggest improvements in processes / service levels
  • Ownership & Initiative
  • Good knowledge of operational administration including settlement, custody and clearance

Knowledge

  • Knowledge of Pershing Nexus and Xplan systems & procedures would be beneficial

Qualifications

  • An industry relevant examination such as CISI IAD / CISI IOC Qualification or working towards this is desired but not essential

Other relevant information

  • Reports into the Head of Operations (Edinburgh)

About Us:

The '7' in 7IM refers to the seven original founders of the business.

Back in 2002, they couldn't find a firm they trusted to manage their families' money properly - big banks seemed impersonal and greedy, while most boutiques lacked the necessary investment process and structure.

They started the kind of organisation they'd like to invest with themselves.


Their aim was to deliver steady returns over the long term, while keeping an eye on risk, using the best technology.

They wanted everyone to have access to the kind of service and expertise that institutional investors would expect.

We've evolved since then. In 2015 Caledonia Investments joined us as a major shareholder.

In 2018 we acquired Tcam Asset Management, a firm we felt closely aligned with our investment philosophies and multi-asset approach.

In 2020 we continued our long-term growth strategy and acquired the award winning London based financial planning firm Partners Wealth Management (PWM).

PWM will continue to operate as an independent company, retaining its brand, identity and leadership.

Our team, our clients and our funds under management have grown steadily over the years.

From our offices in London, Edinburgh and Jersey, more than 400 talented people manage over £19 billion for a range of clients, including individuals and families, financial advisers, corporates, charities and trustees.


We still follow our founders' plan and aim to get the simple things right all wrapped up with real, honest, human service - that's what sets us apart from everyone else.

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