Client Administrator

3 weeks ago


Edinburgh, United Kingdom Greenbean Full time

We are on the lookout for a Client Relations Administrator to join our client in Edinburgh.

You will be joining the Client Solutions department on a 12-month FTC with a salary of £25,000. You will be working 35 hours each week, core hours are 8.30 am to 5.30 pm on a rota basis Monday to Friday, including an unpaid break for lunch of 1 hour.


About the role:


This opportunity is perfect for a customer-obsessed individual who can provide exceptional customer service. You will work with the administration and management of designated forms as well as having a range of responsibilities shared with your CRS colleagues across the whole department.

As a Client Relations Administrator, you will manage mailboxes and answer questions from both customers and advisors, via phone, email, and live chat. You need the skills to maintain a balance between delivering customer needs and managing a dynamic and varied workload. You will join an energetic and collaborative team to manage queries and ensure the company's service standards are met.


What’s in it for you:


  • Financial Security: Competitive salary with annual reviews, 10% non-contributory employer pension.
  • Work-Life Balance: Potential for hybrid working opportunities following training period, 25 days holiday plus bank holidays, pro rata to reflect length of contract
  • Wellbeing: Private medical insurance, pantry stocked with free food and snacks, discounted gym memberships, cycle-to-work scheme, employee assistance programme with confidential counselling, and support from trained mental health first aiders and menopause ambassadors.


About you:


This is the perfect role for you if you have the ability to manage your own time effectively and multi-task. You will be working as part of a team so working well with other people in a collaborative way is key.

Previous pension platform knowledge and experience would be highly desirable. This is a company that places more importance on cultural contribution above technical ability, you should apply for this role if you love:

  1. To be proactive and use your initiative to deliver exceptional service.
  2. To identify and drive forward business improvements.
  3. Planning and managing your workload to deliver the required service standards, and ensuring your team work effectively together.
  4. Collaborating with and influencing your colleagues and partners to achieve the best outcome for customers.
  5. Taking accountability, if issues do arise, ensuring that things are seen through to the end.
  6. To take ownership of your development, embracing all opportunities to learn and grow.


If you are interested in this Client Relations Administrator role, click ‘apply now’ and a member of our team will be in touch


  • Client Administrator

    6 months ago


    Edinburgh, United Kingdom Idex Full time

    My client is successful and highly respected national Wealth Management Practice in Edinburgh. They are currently looking for an experienced Client Administrator to join their team on a fixed term contract. To provide full administrative support to Financial Planners and /or Investment Managers, ensuring client satisfaction through direct contact with...

  • Client Administrator

    3 weeks ago


    Edinburgh, United Kingdom Greenbean Full time

    We are on the lookout for a Client Relations Administrator to join our client in Edinburgh.You will be joining the Client Solutions department on a 12-month FTC with a salary of £25,000. You will be working 35 hours each week, core hours are 8.30 am to 5.30 pm on a rota basis Monday to Friday, including an unpaid break for lunch of 1 hour. About the...

  • Client Administrator

    3 weeks ago


    Edinburgh, United Kingdom Greenbean Full time

    We are on the lookout for a Client Relations Administrator to join our client in Edinburgh.You will be joining the Client Solutions department on a 12-month FTC with a salary of £25,000. You will be working 35 hours each week, core hours are 8.30 am to 5.30 pm on a rota basis Monday to Friday, including an unpaid break for lunch of 1 hour. About the...

  • Client Administrator

    3 weeks ago


    Edinburgh, United Kingdom Greenbean Full time

    We are on the lookout for a Client Relations Administrator to join our client in Edinburgh.You will be joining the Client Solutions department on a 12-month FTC with a salary of £25,000. You will be working 35 hours each week, core hours are 8.30 am to 5.30 pm on a rota basis Monday to Friday, including an unpaid break for lunch of 1 hour. About the...

  • Client Administrator

    2 weeks ago


    Edinburgh, United Kingdom Greenbean Full time

    Job Description We are on the lookout for a Client Relations Administrator to join our client in Edinburgh. You will be joining the Client Solutions department on a 12-month FTC with a salary of £25,000. You will be working 35 hours each week, core hours are 8.30 am to 5.30 pm on a rota basis Monday to Friday, including an unpaid break for lunch of 1 hour. ...


  • Edinburgh, United Kingdom Murray Beith Murray Full time

    The firm: Murray Beith Murray is one of Scotland’s leading private client law firms. For over 170 years we have specialised in meeting the legal, financial and administrative needs of individuals and families, trusts, charities and private companies. The role: We have a new vacancy for a Private Client Administrator within our team responsible for cash...


  • Edinburgh, United Kingdom Murray Beith Murray Full time

    **The firm**: Murray Beith Murray is one of Scotland’s leading private client law firms. For over 170 years we have specialised in meeting the legal, financial and administrative needs of individuals and families, trusts, charities and private companies. For more information, please visit our website. **The role** We have a new vacancy for a Private...

  • Client Administrator

    6 months ago


    Edinburgh, United Kingdom Evelyn Partners Full time

    **Company Description** Evelyn Partners is the UK’s leading integrated wealth management and professional services group, with over 186 years of experience in helping generations of people and businesses to thrive. We offer an extensive range of financial and professional services to individuals, family trusts, professional intermediaries, charities and...


  • Edinburgh, United Kingdom Turcan Connell Full time

    Job Advert Turcan Connell is seeking Client Information Administrator to join our Risk & Compliance team in our Edinburgh office. The position is on a full-time permanent basis, core hours are Monday to Friday, 9am to 5pm, 33.75 hours per week. Initially full-time office based, however, in the long term the Firm supports a hybrid working approach through...

  • Client Administrator

    6 months ago


    Edinburgh, United Kingdom Evelyn Partners Full time

    Company Description Evelyn Partners is the UK’s leading integrated wealth management and professional services group, with over 186 years of experience in helping generations of people and businesses to thrive. We offer an extensive range of financial and professional services to individuals, family trusts, professional intermediaries, charities and...


  • Edinburgh, United Kingdom Mercer Full time

    Client Service Administrator - Mercer Marsh Benefits (MMB) We are recruiting a Client Service Administrator to join our Glasgow/Edinburgh team. This part of the business is responsible for advising corporate clients on all aspects of the insured benefits relating to Pensions, Group Income Protection, Group Life Assurance and Critical Illness. What can you...


  • Edinburgh, United Kingdom Vegware Ltd Full time

    **12 month contract opportunity.** The Company Vegware is a dynamic, award winning and rapidly expanding Edinburgh based eco-friendly packaging company. We create innovative catering disposables and food packaging. All our products are made from renewable or recycled materials, and all are compostable. The Vegware range spans cutlery through to tableware,...

  • Client Administrator

    6 months ago


    Edinburgh, United Kingdom Evelyn Partners Full time

    **Company Description** Evelyn Partners is the UK’s leading integrated wealth management and professional services group, with over 186 years of experience in helping generations of people and businesses to thrive. We offer an extensive range of financial and professional services to individuals, family trusts, professional intermediaries, charities and...

  • Client Support

    5 months ago


    Edinburgh, United Kingdom The Progress Shed Full time

    Our client based in South East Scotland is recruiting an administrator to join their friendly Client Support Team servicing corporate and private clients. One of the top rated teams in the region providing all-round holistic planning including investment planning, trust work, inheritance tax planning and retirement options. In this role you will be...

  • Legal Administrator

    5 months ago


    Edinburgh, United Kingdom EB Recruitment Ltd Full time

    **EB Recruitment is delighted to bring to the market an exciting opportunity for an experienced Legal Administrator/Secretary to join this firms busy Private Client department. This is a new position created due to growth within the team.** **Based within the firm’s Edinburgh office and supporting a number of fee earners alongside a team of secretaries,...


  • Edinburgh, United Kingdom Lusona Consultancy Full time

    Lusona Financial Services are recruiting for a trainee client service administrator to join a busy IFA practice in Edinburgh City Centre. We are looking for someone who is currently working within an admin role within a busy environment. **Responsibilities**: - Making client Appointments - Opening and franking mail, scanning all relevant documentation to...


  • Edinburgh, Edinburgh, United Kingdom Page Personnel Finance Full time

    Page Personnel Finance is seeking a highly skilled Administrative Assistant - Private Client to join our team.Job SummaryAs a Private Client Support Assistant, you will be responsible for providing exceptional administrative support to our lawyers and paralegals, ensuring the smooth operation of our practice area.You will be the first point of contact for...

  • Team Administrator

    5 months ago


    Edinburgh, United Kingdom Anderson Strathern LLP Full time

    Anderson Strathern is one of Scotland’s leading full service law firms. We are a progressive leading Scottish law firm with a strong brand focused on taking our clients where they want to be. We have offices in Edinburgh, Glasgow, East Lothian and Shetland. We pride ourselves in providing a seamless, high quality service delivering commercial and practical...


  • Edinburgh, United Kingdom Nucleus Financial Full time

    About the role We’re on the lookout for excellent, customer-obsessed and organised individuals to join our Client Solutions department.Providing exceptional customer service is a key element of our proposition and the client relations department play a leading role in making this happen. The Client Relations Administrator role plays a crucial part within...


  • Edinburgh, Edinburgh, United Kingdom Douglas Scott Legal Recruitment Full time

    Job Title: Administrative Support Specialist - Private Client DivisionEstimated salary: £ 40,500 per annum.In this key role at Douglas Scott Legal Recruitment, you will be responsible for providing administrative support to the Private Client division. This includes managing and maintaining accurate records, preparing documents and reports, and ensuring...