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Wealth Client Services Associate - Onboarding & Support
Job in
City of Edinburgh, Edinburgh, City of Edinburgh Area, EH1, Scotland, UK
Listed on 2026-07-16
Listing for:
Seven Investment Management
Full Time
position Listed on 2026-07-16
Job specializations:
-
Business
Office Administrator/ Coordinator
Job Description & How to Apply Below
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.
#J-18808-LjbffrPosition Requirements
10+ Years
work experience
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