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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 2026-06-03
Listing for:
Seven Investment Management LLP
Full Time
position Listed on 2026-06-03
Job specializations:
-
Finance & Banking
Financial Services, Financial Analyst
Job Description & How to Apply Below
Seven Investment Management LLP seeks a Client Services Associate to assist with client onboarding and provide exceptional service. This is an excellent opportunity for school leavers or graduates looking to start a career in wealth management. The role involves setting up payments, monitoring cash reconciliations, producing reports, and ensuring accurate communication with clients. Ideal candidates will be proactive, detail-oriented, and proficient in MS Word and Excel.
A level qualifications and a desire to pursue further industry examination are essential.
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Position Requirements
10+ Years
work experience
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