Client Services Assistant

Job Description:

Core - Asset have an exciting new role for a recent school leaver or graduate to join a growing investment firm based in Edinburgh.

The successful candidate will join the Private Client team and support advisors with new and existing clients.

Some of the key responsibilities include processing letters of authority and setting up all payments for ISAs, SIPPs, Bonds, GIAs and monitoring regular withdrawals.

This is a great opportunity to join a well-established successful team.

Essential Skills/Experience:


  • Candidates must demonstrate numeracy & literacy skills to at least A level/Higher standard


  • Accuracy and attention to detail when reviewing reports

  • Organisation of own workload to meet deadlines

  • Good communication skills, both oral and written

  • Ability & willingness to identify and suggest improvements in processes / service levels

  • Ownership & Initiative

  • Good knowledge of operational administration including settlement, custody, and clearance


  • Good working knowledge of all Microsoft office applications specifically Excel

Core Responsibilities:

  • Processing letters of authority and obtaining the relevant information from external providers to assist the Paraplanners in writing initial suitability reports

  • Setting up online access for new and existing clients and assisting with all queries in relation to the portal

  • Setting up all payments for ISAs, SIPPs, Bonds, GIAs and monitoring regular withdrawals

  • Responsible for settling fees from external providers and inhouse

  • Processing and monitoring transfers in and out, liaising with clients and colleagues

  • Process any change of details requests including bank details and change of address ensuring the relevant systems are updated

  • Inputting of Fact Finds into the system for new clients

  • Keeping back-office systems and client databases up to date and accurate

  • Producing reports including valuations, performance summaries and transaction statements

  • Review mail and allocate to respective Advisers within the team or internal

  • Support with office services duties as reasonably required including reception, mail duties and answering telephone calls

  • To support the administration of the quarterly reporting process using the agreed plan, liaising with all internal departmental and external stakeholder parties within agreed SLA's.


  • A highly competitive salary

  • Wider Benefits package

Core-Asset Consulting is an equal opportunities recruiter and we welcome applications from everyone irrespective of age, disability, gender, gender identity or expression, race, colour, ethnic or national origin, sexual orientation, religion or belief, marital/civil partner status or pregnancy.

Job reference: 15543

To apply for this vacancy applicants must be eligible to work in the UK in accordance with the Immigration, Asylum and Nationality Act 2006.

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Core-Asset Consulting offers specialist recruitment services to asset management, accounting & finance, asset servicing, legal and the wider financial services sector in Scotland.


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