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Trainee Client Service Assistant, Edinburgh
Client:
IDEX Consulting
Location:
Edinburgh, United Kingdom
Job Category:
Customer Service
EU work permit required:
Yes
Job Reference:
1badefdcfc55
Job Views:
91
Posted:
22.01.2025
Expiry Date:
08.03.2025
Job Description:
A new opportunity for a Trainee Client Support Assistant to join an IFA Practice in Edinburgh City Centre.
Initial Responsibilities:
1. Making client appointments
2. Dealing with mail, scanning all relevant documentation
3. Typing up the Client Factfinds
4. Ensuring client data is accurate and up to date
5. Preparation of correspondence including general letters and emails
6. General administrative duties such as photocopying and filing
Requirements:
1. Experience within Financial Services preferred, but not essential
2. Experience using Microsoft Word, Excel, Outlook, and Internet Explorer is essential
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