Wealth Client Services Associate - Onboarding & Support

Job Search Place Limited

📍 easter howgate, scotland, United-Kingdom 💼 Full-time 🕒 Posted June 18, 2026

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Job Description

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. 
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Job Details

Location easter howgate, scotland
Job Type Full-time
Category Human Resources
Posted Date June 18, 2026
Application Deadline July 28, 2026