Wealth Client Services Associate – Onboarding & Support

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.
As a Wealth Client Services Associate – Onboarding & Support, you will play an important part at Seven Investment Management LLP in City of Edinburgh, Scotland, United Kingdom. The following role is for a Wealth Client Services Associate – Onboarding & Support with Seven Investment Management LLP. Our organisation is growing, and we are hiring a Wealth Client Services Associate – Onboarding & Support in City of Edinburgh, Scotland, United Kingdom.