Wealth Client Services Associate – Onboarding & Support

Company: Seven Investment Management
Apply for the Wealth Client Services Associate – Onboarding & Support
Location: City of Edinburgh
Job Description:

Seven Investment Management is seeking a diligent Client Services Assistant in Edinburgh to support advisers and onboard new clients. This entry‑level role is ideal for school leavers or graduates looking to start a career in wealth management.

You will handle payments, transfers, and client communications, while supporting the team with forms and reports. Excellent attention to detail and proactive problem solving are essential.

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Posted: July 13th, 2026