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Entry-level wealth client services associate

Edinburgh
7IM
Service
€22,500 a year
Posted: 5h ago
Offer description

7IM is seeking a Client Services Assistant in Edinburgh to assist Advisers in delivering exceptional service to clients. This role involves setting up payments, monitoring transfers, and ensuring communication is accurate. Ideal for school leavers or graduates with a strong focus on detail and client service, the position also requires proficiency in MS Word and Excel. The candidate will support operational processes while working closely with the Client Services Team Manager to enhance service levels.
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