Client Service Associate

Job Summary: 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 analysts play a pivotal role in delivering...

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...

Job SummaryWe are seeking a highly motivated and organized Client Service Team Associate to join our team. As a key member of our store operations, you will be responsible for processing stock, ensuring it's presented beautifully to our customers.About the RoleTo succeed in this role, you will have:A keen eye for detail and ability to process stock...

**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...

About CV LibraryWe are a forward-thinking organization in the financial services sector, committed to delivering excellence in everything we do.Job Summary:This is an exciting opportunity to join our team as a Financial Planning Administrator, providing administrative support to financial planners and ensuring that new business is processed efficiently.Key...

Job Description: IDEX Consulting is seeking a highly organized and detail-oriented Client and Service Delivery Assistant to join their team in Edinburgh. In this role, you will be responsible for managing client interactions, maintaining accurate records, and providing administrative support to financial advisers. The successful candidate will have excellent...

Are you a talented private client solicitor or senior associate looking for a new challenge? We have an exciting opportunity for you to join a growing law firm in Scotland as a private client solicitor or senior associate.Key ResponsibilitiesProviding expert advice to clients on tax and succession planning.Preparing complex documents, including wills, powers...

**Description** **About this role** Client Report Onboarding - Associate Is your passion providing extraordinary service to clients while building and fostering positive relationships? Want to use your unique background to make an impact on the clients we service in a culture that flourishes on quality, innovation, collaborationand accountability? Are you...

**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...

Idex Consulting have an opportunity for an experienced Private Client Associate to be based in Edinburgh. **Purpose** Working closely with one or more Private Client Directors to provide support for new and existing Discretionary, Wealth Management and Family Office clients. **Responsibilities** - Support the PCT Directors in ensuring the annual ongoing...

**Description** **About this role** Client Report Onboarding - Associate Is your passion providing extraordinary service to clients while building and fostering positive relationships? Want to use your unique background to make an impact on the clients we service in a culture that flourishes on quality, innovation, collaborationand accountability? Are you...

About the Role:As a Senior Associate or Associate in the Private Client team, you will play a key part in delivering high-quality, client-focused legal services, covering inheritance tax, capital gains tax, estate planning, powers of attorney, complex executries, and trust creation and administration.Deliver high-quality legal services to clients, focusing...

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...

**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...

**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...

**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...

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 title: Corporate Actions Client Service Senior Associate Location: EQM-QuarterMile, Edinburgh Job grade: 300 level - Corporate Actions Client Service (Senior Associate) - 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 clients and their Investment...

**Description** **About this role** Team Overview Your daily tasks may include: - Client on-boarding, account set up, and data management. Assist with building client accounts within client tracking and share registry system. Create client profiles and investor attribute universe. - Ensure integrity of communications tools through data entry and...

**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...