Client Services Assistant

**Responsibilities**: - Processing letters of authority and obtaining the relevant information from external providers to assist the Paraplanners in writing initial suitability reports - Setting up online access for new and existing clients and assisting with all queries in relation to the portal - Setting up all payments for ISAs, SIPPs, Bonds, GIAs and...

**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...

**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...

We have an excellent opportunity to join this well respected, leading Financial Planning firm. The company provide financial advice to both private and corporate clients, helping them navigate across the full spectrum of products. This includes retirement planning, investment planning, workplace pensions and various insurances. **Key...

_**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...

**An exciting opportunity to join a successful, well-established International Wealth Management company with an excellent record of success. This position will be working within the client services and administration team.** **Key Attributes** - Great attention to detail - Good communication - Organised - Positive ‘can do’ attitude, highly motivated -...

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...

An exciting opportunity has arisen for a Client Services Executive working within our busy Facilities department You will be the first point of contact for both external and internal visitors to the office on our Reception. Our client services team provide a warm welcome and exceptional service to our clients, ensuring the reception, switchboard and...

**About the Role**As a Client Relations Administrator at Greenbean, you will be responsible for providing exceptional customer service to our clients. This involves managing mailboxes, answering queries from customers and advisors, and maintaining a balance between delivering customer needs and managing a dynamic and varied workload.**Key Responsibilities***...

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...

**About The Role**: **Purpose**Responsibilities** - Setting up all payments for ISAs, SIPPs, Bonds, GIAs - You will be keeping back-office systems and client databases up to date and accurate, overseeing regular payments, the preparation of paperwork, processing of new business, transfers out/account closures and liaising clients and colleagues - You will...

**Who We Are** Gilson Gray’s New Business team are part of Gilson Gray’s continuingly growing Residential Conveyancing department. Gilson Gray LLP are a comprehensive law firm, offering expert legal, property and financial services. We support clients throughout their entire lifetime. Gilson Gray’s New Business team play an integral role in the...

**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 Title: Client Services Coordinator Location: Newhaven Road, Edinburgh Salary: £24,300 - £30,375 Job type: 37.5 hours per week (Mon-Fri) Full time, Permanent About Us: Change Waste Recycling is dedicated to driving sustainability and providing industry leading waste management solutions nationwide, enabling businesses to reduce...

About the Role:As a Client Services Representative at JLL, you will be responsible for delivering exceptional front-of-house services to our clients and visitors. This includes welcoming and greeting clients, managing meeting room bookings, and ensuring that all facilities and services are maintained to the highest standard.Key Responsibilities:Cover JLL...

About the PositionWe are looking for a Client Service Representative to join our team at Green Barks Search. As a Client Service Representative, you will be responsible for providing exceptional service to clients, responding to their inquiries, and resolving any issues that may arise.You will need to have excellent communication skills, a strong...

About the RoleWe are seeking a highly organized and detail-oriented Client Service Coordinator to provide administrative support to our Financial Planners. The successful candidate will be responsible for delivering a positive client experience while adhering to regulatory standards.Key ResponsibilitiesWork closely with Financial Planners to deliver...

About the RoleWe are seeking a skilled Client Services Executive to join our team at threebrand.The ideal candidate will be responsible for building and maintaining strong client relationships, ensuring client expectations are met, and delivering day-to-day support on all client account activity.This is a unique opportunity to work closely with our client...

**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...

About Us We’re an award-winning innovative tech consultancy - a team of creative problem solvers. Since 1993 we’ve been finding better, more sustainable ways to solve complex technology problems for some of the world’s leading organisations and delivered solutions that millions of people use every day. In the last 30 years we won several awards,...