Wealth Client Services Associate – Onboarding & Support
Job in
City of Edinburgh, Edinburgh, City of Edinburgh Area, EH1, Scotland, UK
Listed on 2026-08-03
Listing for:
7IM
Full Time
position Listed on 2026-08-03
Job specializations:
-
Finance & Banking
Banking Operations, Loan Servicing, Bank Customer Service
Job Description & How to Apply Below
7IM in Edinburgh is seeking a diligent Client Services Administrator to support Advisers and help onboard new clients.
You will manage meetings, prepare SOS, input new business applications, and ensure accurate documentation and fee processing. The role requires 2–3 years in financial services, strong Excel skills, and a proactive, client‑focused approach. You will liaise with Operations and maintain files in Xplan, contributing to process improvements.
#J-18808-LjbffrPosition Requirements
10+ Years
work experience
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