Client Service Executive

3 weeks ago


Edinburgh, Edinburgh, United Kingdom worldline Full time
CLIENT SERVICE EXECUTIVE

Location: Scotland, Dalgety Bay Office

This is Worldline

Worldline helps businesses of all shapes and sizes to accelerate their growth journey - quickly, simply, and securely. We are the innovators at the heart of the payments technology industry, shaping how the world pays and gets paid. Our technology powers the growth of millions of businesses across 5 continents. And just as we help our customers accelerate their business, we are committed to helping our people accelerate their careers. Together, we shape the evolution.

The Opportunity

At Worldline, our technology addresses persistent challenges of the payment world. We design and operate leading digital payment and transactional solutions that enable sustainable economic growth and reinforce trust and security in our societies. If you are a skilled Client Service Executive, then get ready to join our company.

We have many hardworking and dedicated peers that would love for you to work with them. We are committed to continuous improvement. We are always looking for new and innovative ways to improve quality, reduce costs, build excellent solutions, and grow customer happiness. We would like to welcome an organized, innovative and process driven colleague to our team.

Day-to-Day Responsibilities​

  • Act as a point of contact for designated customers in relation to order management, progress and status reports, timescale communications and billing
  • Attend conference calls and meetings with Sales and customers where required. Time to time you may be expected to drive them without the support of a Sale Manager.
  • You provide proactive communication to customers in a timely manner, setting and managing expectations and following through actions to completion
  • You manage your own customer portfolio. Responsible for the billing accuracies of each customer. Highlighting any risks to account managers that affects revenue recognition.
  • You manage the processing of customer purchase orders, ensuring that appropriate timescales are adhered to, and customer expectations are met.
  • You work closely with the Demand Manager and Supply Chain team to ensure stock levels are maintained as required by the customer.
  • You review and distribute customer reports, backup data and other supporting documents.
  • You work closely with other departments to ensure that SLAs are met
  • You work closely with the Account Manger to assist in ensuring the teams committed revenue numbers are achieved
  • You may be asked to complete other tasks that may be reasonably requested.

This list is not exhaustive, the job holder may be required to carry out other duties as required to fulfil the role.

Who Are We Looking For

We look for big thinkers. People who can drive positive change, step up and show what's next – people with passion, can-do attitude and a hunger to learn and grow. In practice this means:

  • Excellent communication (written and verbal), listening and interpersonal skills
  • Proactive, tackle problem solving queries, investigate and communicate effectively back to internal/external customers.
  • Energetic personality with a positive approach and eagerness to develop his/her knowledge and skills.
  • Flexible, able to work in a dynamic, fast past and changing environment
  • A strong team player with a positive attitude
  • Ability to work on own with limited supervision
  • Good time management and organisational skills
  • Ability to work well under pressure in a fast pace environment
  • Minimum of 2 years' experience in a similar role (Sales Administration or Support)
  • Good understanding of a ERP systems, preferably SAP
  • Excellent IT skills including all Microsoft office packages. Excel is a must.

Perks & Benefits

At Worldline you'll get the chance to be at the heart of the global payments technology industry and shape how the world pays and gets paid. On top of that, you will also:

  • Be part of a company guided by a strong purpose to do good and recognized as top 1% of the most sustainable companies in all sectors worldwide.
  • Work with inspiring colleagues and be empowered to learn, grow and accelerate your career.
  • Have 30 days holiday + 4 bank holidays
  • Have employee private medical cover, access to a virtual GP service
  • Access to discounts and cash backs on shopping *
  • Purchase a range of flexible benefits through salary sacrifice
  • Have a Life assurance – 1 x salary if not in a pension scheme, 4 x salary if joins the pension scheme
  • Have Pension – the company will match contributions up to 10%

Shape the evolution.

We are pushing towards the next frontiers of payments technology, and we look for big thinkers to join our journey. People with passion, can-do attitude and a hunger to learn and grow. Here you'll work with ambitious colleagues from around the world, take on unique challenges as a team, and make a real impact on the society. And with our empowering culture, strong technology and extensive training opportunities, we help you accelerate your career. Wherever you decide to go. Join our global team of over 18,000 innovators across 40+ countries, and shape a tomorrow that is yours to own.

Learn more about life at Worldline at

We are proud to be an Equal Opportunity employer. We do not discriminate based upon race, religion, color, national origin, sex (including pregnancy, childbirth, or related medical conditions), sexual orientation, gender identity, gender expression, age, status as an individual with a disability, or any applicable legally protected characteristics.


  • Client Executive

    3 weeks ago


    Edinburgh, Edinburgh, United Kingdom Marsh & McLennan Companies, Inc. Full time

    Are you a natural at building relationships? Do you thrive on customer satisfaction?Are you tenacious, interested in sport, and get a buzz from working in a busy environment?If you answered yes, we have the perfect role for youWe have a fantastic opportunity to join our team within Marsh Sport as a Client Executive, this is the perfect role for an individual...

  • Client Executive

    4 weeks ago


    Edinburgh, Edinburgh, United Kingdom Marsh & McLennan Companies, Inc. Full time

    Are you a natural at building relationships? Do you thrive on customer satisfaction?Are you tenacious, interested in sport, and get a buzz from working in a busy environment?If you answered yes, we have the perfect role for youWe have a fantastic opportunity to join our team within Marsh Sport as a Client Executive, this is the perfect role for an individual...


  • Edinburgh, Edinburgh, United Kingdom Meraki Full time

    Meraki Talent are currently looking to recruit an experienced Private Client Assistant/Administrator within a leading investment management business. This specific role will suit an individual who is eager to progress within the financial services space whilst forming strong relationships with clients and working alongside key business stakeholders.Key...


  • Edinburgh, Edinburgh, United Kingdom Meraki Full time

    Job purposeTo coordinate and ensure that excellent service promised to each client is provided in the local office working as part of the client team. Ensuring that all work agreed with a client is delivered and accounted for correctly.Key accountabilities To proactively engage with clients to help them get up to date with matters in hand To remind FPs and...


  • Edinburgh, Edinburgh, United Kingdom Worldline Full time

    Select how often (in days) to receive an alert: Create Alert Worldline helps businesses of all shapes and sizes to accelerate their growth journey - quickly, simply, and securely. We are the innovators at the heart of the payments technology industry, shaping how the world pays and gets paid. Our technology powers the growth of millions of businesses...


  • Edinburgh, Edinburgh, United Kingdom JPMorgan Chase Bank, N.A. Full time

    A Private Banking Client Service Specialist (CSS) is the primary contact for all service related needs of a Private Banking client. A CSS works with bankers, investors, various product specialists, mid-office and operations teams to deliver a seamless and integrated experience to our clients across all Private Banking productsEach CSS is regionally aligned...


  • Edinburgh, Edinburgh, United Kingdom Montpellier Resourcing Full time

    Hybrid working available£ EXCELLENT plus bonus and benefitsA boutique Investment House based in Edinburgh is looking to hire a Client Services Administrator to join their Investment Management team. You will be responsible for ensuring that all work agreed with the clients is delivered and accounted for, as youwill work to guarantee that every client is...


  • Edinburgh, Edinburgh, United Kingdom SmartPA Full time

    Client Success Executive at SmartPA Global Ltd, based in Edinburgh.Looking for an engaging and rewarding role within an advancing, supportive, lively organisation? Come and join our ever-growing team at SmartPA where you will be providing first-class customer service to an eclectic range of clients - from corporates to one-man bands, your mind will be...

  • Executive Chauffeur

    5 days ago


    Edinburgh, Edinburgh, United Kingdom Edinburgh Executive Travel Full time

    About UsFounded in 2007, Edinburgh Executive Travel is one of Scotland's premier chauffeur drive and touring companies. Our fleet of luxury vehicles is at the forefront of our industry, as is reflected in our constantly developing logistics and management system, ensuring that each and every client receives a first-class service.Office locationEdinburgh...


  • Edinburgh, Edinburgh, United Kingdom JPMorgan Chase Bank, N.A. Full time

    We are actively looking for driven individuals who are collaborative, engaging and motivated to provide a first-class experience to clients. If you are a detail-oriented natural communicator with a passion for high quality service, the Client Service team may be the one for you.Job Summary:Each Client Service Specialist (CSS) is regionally aligned to bankers...


  • Edinburgh, Edinburgh, United Kingdom eFinancialCareers Full time

    Who we are looking for: As a member of State Street's Corporate Actions Client Service team you are responsible for the delivery of services to our Custody and Middle Office client's and their Investment Managers.Key Tasks: Ensure client inquiries are resolved and escalated as needed, review aged inquiries to ensure appropriate and timely resolution in...


  • Edinburgh, Edinburgh, United Kingdom M&G plc Full time

    At M&G our purpose is to help people manage and grow their savings and investments, responsibly. As a business, we are continuing to take steps towards a sustainable future, delivering better long-term solutions for our customers and clients and identifying new opportunities to make a positive impact for our environment and communities. To help us achieve...


  • Edinburgh, Edinburgh, United Kingdom M&G plc Full time

    At M&G our purpose is to help people manage and grow their savings and investments, responsibly. As a business, we are continuing to take steps towards a sustainable future, delivering better long-term solutions for our customers and clients and identifying new opportunities to make a positive impact for our environment and communities. To help us achieve...


  • Edinburgh, Edinburgh, United Kingdom John Clark Motor Group Full time

    Customer Service Executive - Pentland Land Rover EdinburghFull time 5 Day working week 1:2 weekendsDo you love cars, technology and have a passion for delivering great customer service?The RoleAs a Customer Service Executive, you will share your passion for new products and technology while delivering the best customer experience. You will play a key role...


  • Edinburgh, Edinburgh, United Kingdom Stafffinders' Client Full time

    We are working with a thriving dental practice based in the heart of Edinburgh, seeking a dedicated and professional Qualified Dental Nurse to join their team. The ideal candidate will have excellent clinical and interpersonal skills, a friendly and welcoming manner, and strong teamwork abilities. Responsibilities in your new role as a Qualified Dental...


  • Edinburgh, Edinburgh, United Kingdom Search Consultancy Full time

    Client Services AdviserOur client who is a UK Investment management company are looking to add a Client Services Consultant to there digital channels team due to growth of the business on a full time permanent basis.Working Hours - Monday to Friday - 7 hours per day between 07:30am - 17:00pmSalary - £24,000 DOELocation - City Centre of EdinburghHybrid...


  • Edinburgh, Edinburgh, United Kingdom Aon Corporation Full time

    Posting Description:Client Service Advisor - Commercial Insurance - (Glasgow or Edinburgh, UK)We're HiringDo you thrive in a fast-paced environment?Do you want to explore innovative risk solutions and support businesses across various sectors in the UK and wider?Aon Glasgow are hiringThis role is a hybrid role, it could be based in Glasgow or Edinburgh and...


  • Edinburgh, Edinburgh, United Kingdom Search Consultancy Full time

    Job title: Client Services Consultant; Administration DeskReporting to: Digital Administration ManagerLocation: EdinburghCore hours: 7 hours / day ranging between 7.30am and 5.00pmSalary: Up to £24kJob Purpose:The role will suit an individual who likes variety, maintains a high degree of accuracy and excellent attention to detail, is able to rise to...


  • Edinburgh, Edinburgh, United Kingdom HSBC Full time

    Job descriptionSome careers offer brighter prospects than others.If you're looking for a career that will help you stand out, join HSBC and fulfil your potential. Whether you want a career that could take you to the top, or simply take you in an exciting new direction, HSBC offers opportunities, support and rewards that will take you further.Global Liquidity...


  • Edinburgh, Edinburgh, United Kingdom Magnit Full time

    About the RoleClient Services Consultant (CSC) is responsible for the efficient delivery of Magnit's services to our clients. This position will work closely with vendors (panel suppliers), client hiring managers and cross-functional teams, utilizing the VMS tool to ensure smooth service delivery.What You Will Do CSC is responsible for the daytoday delivery...