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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 2025-12-07
Listing for:
Seven Investment Management LLP
Full Time
position Listed on 2025-12-07
Job specializations:
-
Customer Service/HelpDesk
Customer Service Rep, Client Relationship Manager
Job Description & How to Apply Below
A leading investment management firm in the City of Edinburgh is seeking a Client Services Coordinator to assist Advisers in providing exceptional service to clients. The role requires expertise in Wealth Management and includes responsibilities such as supporting client onboarding, processing business applications, and ensuring compliance with operational procedures. Candidates should have 2-3 years of experience and strong communication and organizational skills.
The company values proactive contributions to enhance service levels.
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Position Requirements
10+ Years
work experience
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