Private Client Associate

7 months ago


Glasgow, United Kingdom Ocho Full time

**Responsibilities**:

- Serve as the main point of contact for clients, providing exceptional customer service and building strong relationships
- Assist clients with inquiries, requests, and problem resolution in a timely and professional manner
- Collaborate with internal teams to ensure client needs are met and issues are resolved
- Prepare and process client account documentation, including account opening, maintenance, and closure
- Conduct research and analysis to support client needs and provide accurate information
- Coordinate and schedule client meetings, ensuring all necessary materials are prepared
- Maintain client records and documentation in accordance with company policies and procedures

**Private Client Associate - Edinburgh/Glasgow**

Are you a private client solicitor interested in working for a well regarded private client team focusing on personal tax and trusts?

Do you want to work for a growing Scottish firm who value high quality work, autonomy and support?

If you are a private client solicitor 4 + years PQE, get in touch today

**The Client**

Our client is a leading Scottish law firm who have a strong growth plan and therefore can offer a range of career opportunities. They have a strong culture and have won awards both for client service but also for being an employer of choice. They place a lot of emphasis of having a good work culture where they can offer their solicitors autonomy and the opportunity to drive their careers and also a good work life balance with agile working.

**The Role**

Working as part of this talented private client team you will work with and advise clients on a broad range of personal tax and succession planning. This will include advising on inheritance tax, capital gains tax, creation of trusts, power of attorney, estate planning and the creation of wills.

**You will be**
- Qualified Solicitor - Scottish qualified
- 4 + years PQE
- will have specialised over the last few years in private client work with a strong focus on personal tax and succession planning
- Strong communication skills with the ability to advise client and developing strong relationships
- Able to work well as part of cohesive team

If you are interested in a further chat about this role please get in touch with Lindsey McCracken

**Salary**: £55,000.00-£70,000.00 per year

**Benefits**:

- Flexitime

Schedule:

- Flexitime
- Monday to Friday

Work Location: In person



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