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Wealth Client Services Associate - Entry Level

Job in City of Edinburgh, Edinburgh, City of Edinburgh Area, EH1, Scotland, UK
Listing for: 7IM
Full Time position
Listed on 2026-06-22
Job specializations:
  • Customer Service/HelpDesk
    Admin Assistant, Office Administrator/ Coordinator, Customer Service Rep
  • Administrative/Clerical
    Admin Assistant, Office Administrator/ Coordinator
Salary/Wage Range or Industry Benchmark: 40000 GBP Yearly GBP 40000.00 YEAR
Job Description & How to Apply Below
Location: City of Edinburgh

7IM in Edinburgh is looking for a Client Services Assistant to support Advisors in providing exceptional service to clients and assist with onboarding. This role is ideal for school leavers or recent graduates, focusing on accuracy, attention to detail, and delivering high standards of client service.

The Assistant will handle various tasks, including payment setup and communication with clients, while ensuring compliance with procedures and contributions to continuous improvements.

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Position Requirements
Less than 1 Year work experience
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