Client Servicing Associate

**Client Service Associate** **Competitive Salary** **Permanent** **Edinburgh** Meraki Talent is currently working with a leading financial services firm, which is seeking a talented and dedicated individual to join their team as a Client Service Associate. In this role, you will work closely with esteemed Client Directors, providing support to our new...

Job Summary: Lead Client Servicing Associates are responsible for delivering top-notch operational support and fostering strong relationships with Clearwater's global clients. They excel in addressing inquiries related to investment and accounting matters, serving as a vital link between clients and internal teams. These Lead Associates play a pivotal role...

**Private Client Associate** **3-6 PQE** **Edinburgh** I am working on an excellent Private Client Associate opportunity in Edinburgh. My client is a very reputable innovative law firm that works with multinational companies, small businesses, families, and individuals in numerous sectors across Scotland, England and beyond. You will join one of the...

**JOB DESCRIPTION** The IBOR (Investment Book of Record) team, specifically, provides a single, accurate investment portfolio upon which to base investment activities around and is the basis for multiple views of positions for front-office functions. IBOR is not simply a data repository supporting the investment function though, it is a processing engine...

**JOB DESCRIPTION** If you are a logical and analytical thinker with an AML/ KYC or legal background, you have found the right team. The Client Onboarding Associate will support all aspects of client onboarding to include the fulfilment of Anti Money Laundering (AML) and Know Your Client (KYC) requirements. The Client Onboarding Associate will partner with...

**JOB DESCRIPTION** As an associate in the team, you will play a lead role in ensuring high quality delivery of services across all mutual fund product offerings. On a daily basis you will be involved in driving client issue resolution, ensuring proper execution on client deliverables, communicating client status updates and providing KPIs to senior...

Career Opportunity:Harrison Scott Associates invites applications for a Client Services Director position in Edinburgh. This is an exceptional opportunity for an experienced professional to lead a team and drive business growth.The successful candidate will have a proven track record of managing client relationships and delivering successful projects. They...

**KEY DETAILS**: **Location**:Edinburgh **Department**:Lettings **Reports to**:Associate Director **Hours of Work: Tuesday - Thursday (approx. 19 hours** **)** **Purpose of the role**: The main aim of the Edinburgh Lettings Team is to ensure an exceptional customer experience is provided to all our potential and actual customers. You will work closely...

**Client Services Associate** **Location: Edinburgh, City of Edinburgh** **Responsibilities**: - Greet clients and provide them with a friendly environment to interact with our team - Answer phone calls and take messages while checking in clients into the office - Answer general questions about policies and procedures - Create invoices and prepare payment...

Our mission is to help the world work Anywhere, and we’re excited to share a new opportunity to join our Client Experience team. At AnywhereWorks, our customers are the hero. In this fast-paced role, you’ll be at the forefront of supporting small-medium sized businesses, across a range of industries. As a purpose-driven organisation, we are passionate...

**JOB DESCRIPTION** Investment Middle Office (IMOS) deals with all stages of the lifecycle for each product from broker matching, management of the client’s custodial network, lifecycle events including corporate events, ensuring timely settlement of trades and cash, management of claims and overdrafts, client / regulatory reporting and input into the...

**JOB DESCRIPTION** If you are client focused, detail orientated with an analytical and logical approach, this could be the team for you. **Job responsibilities** - Reviews account openings, legal, company and tax documentation as to whether it meets regulatory and internal policies to open and maintain an account - Advises on documentation requirements to...

**JOB DESCRIPTION** If you are a logical and analytical thinker with an AML/ KYC or legal background, you have found the right team. As a Client Onboarding Associate will support all aspects of client onboarding to include the fulfilment of Anti Money Laundering (AML) and Know Your Client (KYC) requirements. You will be exposed to client-facing teams to...

**JOB DESCRIPTION** If you are a logical and analytical thinker with an AML/ KYC or legal background, you have found the right team. As a Client Onboarding Associate will support all aspects of client onboarding to include the fulfilment of Anti Money Laundering (AML) and Know Your Client (KYC) requirements. You will be exposed to client-facing teams to...

Description About this role About BlackRock BlackRock’s purpose is to help more and more people experience financial well-being. As a fiduciary to investors and a leading provider of financial technology, our clients turn to us for the solutions they need when planning for their most important goals. As of March 31, 2022, the firm managed approximately...

Description About this role About Client Experience Our mission within the Client Experience (CX) organization is to make it easier for clients to do business with BlackRock, making service so simple it becomes a source of alpha. We are organized across 4 key pillars: Client Experience Delivery, client-facing teams orchestrating all aspects of service...

**Key details**: **Location**:Edinburgh **Department**:Lettings **Reports to**:Client Services Manager **Hours of Work**:Tuesday - Thursday (approx. 19 hours) **About the role**: The main aim of the Edinburgh Lettings Team is to ensure an exceptional customer experience is provided to all our potential and actual customers. You will work closely with...

At Moody's, we unite the brightest minds to turn today’s risks into tomorrow’s opportunities. We do this by striving to create an inclusive environment where everyone feels welcome to be who they are—with the freedom to exchange ideas, think innovatively, and listen to each other and customers in meaningful ways. **The Role / Responsibilities**: -...

_**Could you help shape the future of Laings?**_ - **Are you looking for an opportunity to work with a renowned jeweller, who continues to invest in its people and their future?**_ - **Would like to join a supportive team environment designed to help you reach your career goals?**_ **The World of Laings** At Laings we continue to define a high standard of...

-Job description Some 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...