Wealth Client Services Associate – Onboarding & Support

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

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.#J-18808-Ljbffr…

Posted: June 4th, 2026