Client Services Administrator

Job Title: Financial Services AdministratorAbout Brewin Dolphin: Brewin Dolphin is a leading financial services firm committed to delivering exceptional client experiences while adhering to the highest industry standards.Key Responsibilities:Promptly report any operational issues to managementTake initiative in your personal and professional...

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...

Job Title: Senior Administrator - Client ServicesThis role is responsible for providing exceptional customer service to our airline clients, ensuring that their needs are met and exceeded. The successful candidate will be a strong communicator, able to build relationships with internal and external stakeholders, and provide timely and accurate information to...

Job Title: Senior Administrator - Client ServicesThis role is responsible for providing exceptional customer service to our airline clients, ensuring that their needs are met and exceeded. The successful candidate will be a strong communicator, able to build relationships with internal and external stakeholders, and provide timely and accurate information to...

HEAD OFFICE Client Services Administrator **Edinburgh | Corporate Fitness & Wellbeing | Permanent | Full time** **Up to £25,480.00 per annum depending on experience** **40 hours per week** We are looking for a Client Services Team member to work at one of our high profile sites in Nuffield Health Gogarburn. The team member will warmly meet and greet all...

**About The Role**: **Purpose** ‘Getting your foot in the door’ at a Financial Services / Wealth Management firm might seem like trying to find a needle in a haystack because you think you lack experience in these areas. 7IM are here to break that barrier by proposing a kickstart to your career! Would you be interested in developing your skills working...

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...

**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...

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...

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...

On behalf of an established Wealth Management Partnership (FTSE 100 company) based in Edinburgh we are recruiting for an experienced Administrator. - Provide full administration support to the Director and Practice Team. - Typing, sorting post, answering incoming telephone calls and taking messages as and when appropriate. - Making telephone calls to...

**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...

About the Role:As a Financial Services Administrator at IDEX Consulting Ltd, the successful applicants will be responsible for managing and administering a portfolio of SIPP, SSAS, and personal clients.You will be working with a team of Client Relationship Managers (CRMs) in assisting financial advisers in the proactive management of our clients' financial...

Job Title: Financial Services AdministratorCompany Overview: Brewin Dolphin is a leading financial services firm committed to delivering exceptional client experiences while adhering to the highest industry standards.Key Responsibilities:Promptly report any operational issues to managementTake initiative in your personal and professional developmentManage...

Job Title: Senior Administrator - Client ServicesThis role is responsible for providing exceptional customer service to our airline partners, ensuring that service standards are met and exceeded. The successful candidate will have excellent communication and interpersonal skills, with the ability to build strong relationships with internal and external...

Job Title: Senior Administrator - Client ServicesThis role is responsible for providing exceptional customer service to our airline partners, ensuring that service standards are met and exceeded. The successful candidate will have excellent communication and interpersonal skills, with the ability to build strong relationships with internal and external...

Our client, based in Edinburgh, who are a leading provider of wealth management, are looking for an Administrator to join their Client Reporting Team. You will assist with production of client reports, valuations and statements. Support with the reconciliation of data between our core systems and assist with managing distribution of electronic data to third...

**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...

**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,...

**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...