Full-time
Wealth Client Services Associate — Impactful Onboarding
Posted by 7IM • princes gate, wales, United-Kingdom
About the Role
7IM in Princes Gate, Wales, is offering an entry-level position in Client Services aimed at school leavers or recent graduates eager to start their professional careers. The role involves supporting advisers in providing exceptional service, processing new client onboarding, managing ad hoc payments, and ensuring accuracy in client communications. Ideal candidates will have strong numerical and literacy skills alongside proficiency in Microsoft Office, particularly Excel. A proactive and detail-oriented approach is essential.
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