Current jobs related to Client Service Manager - Edinburgh, Edinburgh - State Street


  • Edinburgh, Edinburgh, United Kingdom State Street Full time

    About the RoleWe are seeking a highly skilled Senior Client Service Manager to join our Performance and Analytics Client Service team in Edinburgh.As a key member of our team, you will be responsible for managing client relationships, resolving queries, and providing technical expertise on Performance, Attribution, and Ex-Post Risk.Key ResponsibilitiesManage...


  • Edinburgh, Edinburgh, United Kingdom State Street Full time

    About the RoleWe are seeking a highly motivated and experienced Client Service Manager to join our Performance and Analytics team in Edinburgh. As a key member of our team, you will be responsible for delivering exceptional client service and ensuring the successful resolution of client queries and requests.Key ResponsibilitiesManage the resolution of client...


  • Edinburgh, Edinburgh, United Kingdom Evelyn Partners Full time

    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...


  • Edinburgh, Edinburgh, United Kingdom GB035 Mercer (UK) Limited Full time

    Job Title: Client Service AdministratorDescription:We are seeking a highly skilled Client Service Administrator to join our team at Mercer Marsh Benefits (MMB) in Glasgow. As a key member of our team, you will be responsible for delivering exceptional analytical and consulting support to our consulting teams and clients.Key Responsibilities:Provide technical...


  • Edinburgh, Edinburgh, United Kingdom GB035 Mercer (UK) Limited Full time

    Job Title: Client Service AdministratorDescription:We are seeking a highly skilled Client Service Administrator to join our team at Mercer Marsh Benefits (MMB) in Glasgow. As a key member of our team, you will be responsible for delivering exceptional analytical and consulting support to our consulting teams and clients.Key Responsibilities:Provide technical...


  • Edinburgh, Edinburgh, United Kingdom GB035 Mercer (UK) Limited Full time

    Job Title: Client Service AdministratorDescription:We are seeking a highly skilled Client Service Administrator to join our team at Mercer Marsh Benefits (MMB) in Glasgow. As a key member of our team, you will be responsible for delivering exceptional analytical and consulting support to our consulting teams and clients.Key Responsibilities:Provide technical...


  • Edinburgh, Edinburgh, United Kingdom GB035 Mercer (UK) Limited Full time

    Job Title: Client Service AdministratorDescription:We are seeking a highly skilled Client Service Administrator to join our team at Mercer Marsh Benefits (MMB) in Glasgow. As a key member of our team, you will be responsible for delivering exceptional analytical and consulting support to our consulting teams and clients.Key Responsibilities:Provide technical...


  • Edinburgh, Edinburgh, United Kingdom GB035 Mercer (UK) Limited Full time

    Job Title: Client Service AdministratorDescription:We are seeking a highly skilled Client Service Administrator to join our team at Mercer Marsh Benefits (MMB) in Glasgow. As a key member of our team, you will be responsible for providing exceptional analytical and consulting support to our consulting teams and clients.Key Responsibilities:Deliver...


  • Edinburgh, Edinburgh, United Kingdom GB035 Mercer (UK) Limited Full time

    Job Title: Client Service AdministratorDescription:We are seeking a highly skilled Client Service Administrator to join our team at Mercer Marsh Benefits (MMB) in Glasgow. As a key member of our team, you will be responsible for providing exceptional analytical and consulting support to our consulting teams and clients.Key Responsibilities:Deliver...


  • Edinburgh, Edinburgh, United Kingdom Evelyn Partners Full time

    About Evelyn PartnersEvelyn Partners is a leading integrated wealth management and professional services group, with a rich history of helping individuals and businesses thrive. Our mission is to provide exceptional advice and services to our clients, empowering them to achieve their financial goals.Job SummaryWe are seeking a highly organized and...


  • Edinburgh, Edinburgh, United Kingdom GB035 Mercer (UK) Limited Full time

    Job Title: Client Service AdministratorDescription:We are seeking a highly skilled Client Service Administrator to join our team at Mercer Marsh Benefits (MMB) in Glasgow. As a key member of our team, you will be responsible for delivering exceptional analytical and consulting support to our consulting teams and clients.Key Responsibilities:Provide technical...


  • Edinburgh, Edinburgh, United Kingdom GB035 Mercer (UK) Limited Full time

    Job Title: Client Service AdministratorDescription:We are seeking a highly skilled Client Service Administrator to join our team at Mercer Marsh Benefits (MMB) in Glasgow. As a key member of our team, you will be responsible for delivering exceptional analytical and consulting support to our consulting teams and clients.Key Responsibilities:Provide technical...


  • Edinburgh, Edinburgh, United Kingdom Evelyn Partners Full time

    Company Overview Evelyn Partners stands as the premier integrated wealth management and professional services organization in the UK, boasting over 186 years of expertise in empowering individuals and businesses to flourish. Our extensive suite of financial and professional services caters to individuals, family trusts, professional intermediaries,...


  • Edinburgh, Edinburgh, United Kingdom Evelyn Partners Full time

    Company Overview Evelyn Partners stands as the premier integrated wealth management and professional services organization in the UK, boasting over 186 years of expertise in empowering individuals and businesses to flourish. Our extensive suite of financial and professional services caters to individuals, family trusts, professional intermediaries,...


  • Edinburgh, Edinburgh, United Kingdom Evelyn Partners Full time

    Company Overview Evelyn Partners stands as the premier integrated wealth management and professional services organization in the UK, boasting over 186 years of expertise in empowering individuals and businesses to flourish. Our extensive portfolio encompasses a wide array of financial and professional services tailored for individuals, family trusts,...


  • Edinburgh, Edinburgh, United Kingdom Evelyn Partners Full time

    Company Overview Evelyn Partners stands as the premier integrated wealth management and professional services organization in the UK, boasting over 186 years of expertise in empowering individuals and businesses to flourish. Our extensive portfolio encompasses a wide array of financial and professional services tailored for individuals, family trusts,...


  • Edinburgh, Edinburgh, United Kingdom IDEX Consulting Full time

    At IDEX Consulting, we are seeking an experienced Client Services Administrator to join our team in Edinburgh. This is an exciting opportunity for someone who has been working in a support role within a financial services environment.Main Responsibilities:Preparing valuations and ensuring accuracyProcessing new business and renewals efficientlyManaging fund...


  • Edinburgh, Edinburgh, United Kingdom IDEX Consulting Full time

    At IDEX Consulting, we are seeking an experienced Client Services Administrator to join our team in Edinburgh. This is an exciting opportunity for someone who has been working in a support role within a financial services environment.Main Responsibilities:Preparing valuations and ensuring accuracyProcessing new business and renewals efficientlyManaging fund...


  • Edinburgh, Edinburgh, United Kingdom HSBC Full time

    About the RoleThe Account Manager role at HSBC is a key position that requires a high level of client service support. As a member of our Global Banking and Markets team, you will be responsible for managing a range of clients with their day-to-day enquiries.Key ResponsibilitiesManage and resolve day-to-day queries from clients in a timely and efficient...


  • Edinburgh, Edinburgh, United Kingdom HSBC Full time

    About the RoleThe Account Manager role at HSBC is a key position that requires a high level of client service support. As a member of our Global Banking and Markets team, you will be responsible for managing a range of clients with their day-to-day enquiries.Key ResponsibilitiesManage and resolve day-to-day queries from clients in a timely and efficient...

Client Service Manager

2 months ago


Edinburgh, Edinburgh, United Kingdom State Street Full time
About the Role

We are seeking a highly motivated and experienced Client Service Manager to join our Performance and Analytics team in Edinburgh. As a key member of our team, you will be responsible for delivering exceptional client service and support to our clients, ensuring their needs are met and exceeded.

Key Responsibilities
  • Manage client queries and issues, providing timely and effective resolutions.
  • Execute change management activities for clients, ensuring accurate documentation and compliance.
  • Provide technical expertise on Performance, Attribution, and Ex-Post Risk to clients, communicating complex information in a clear and concise manner.
  • Attend and lead client service reviews, discussing KPIs, service issues, project updates, and business development plans.
  • Coordinate client onboarding, ensuring all necessary documentation is executed and clients are set up for success.
  • Participate in new business activities, collaborating with internal teams to deliver high-quality client service.
  • Represent the Performance and Analytics team at internal and external meetings, ensuring excellent working relationships with clients and stakeholders.
Requirements
  • Minimum 5 years' experience in the financial services industry, with a focus on client service and analytics.
  • Strong numerical, communication, and problem-solving skills, with the ability to work under pressure and manage deadlines.
  • Comfortable working in a team environment, with excellent interpersonal and communication skills.
  • PC skills, including Microsoft Word, PowerPoint, and Excel.
  • Knowledge of performance measurement systems and methodologies, with a degree in a mathematically related subject.
About State Street

State Street is a leading global custodian bank, asset manager, and asset intelligence company. We provide investment servicing, data and analytics, investment research and trading, and investment management to institutional clients. Our mission is to help our clients safeguard and steward the investments of millions of people.

We offer a comprehensive benefits package, including medical care, insurance, and savings plans. Our flexible work programs allow you to balance your professional and personal life, and we provide opportunities for professional development and growth.

We are an equal opportunity and affirmative action employer, committed to creating an inclusive environment where everyone can thrive and reach their full potential.