Client Service Coordinator
4 weeks ago
About Evelyn Partners
Evelyn 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 Summary
We are seeking a highly organized and detail-oriented Client Service Coordinator to join our team. As a key member of our Financial Planning department, you will provide administrative support to our Financial Planners, ensuring seamless client experiences and adherence to regulatory standards.
Key Responsibilities
- Work closely with Financial Planners to deliver exceptional client service and support.
- Build and maintain strong relationships with clients, providing proactive communication and managing each stage of the client journey.
- Maintain accurate and up-to-date client records and back-office systems, adhering to company policies.
- Request policy information from third-party providers, as necessary.
- Liaise with operational teams to support activities, including valuation scripts, transfers, withdrawals, account openings, and static data changes.
- Prepare meeting packs and valuations, ensuring accuracy and timeliness.
- Liaise with Investment Managers on Dual Expert cases.
Requirements
- National 5 (N5) Grade C in Maths and English or above (equivalent to GCSE in England).
- Previous experience in an administrative role, preferably in the financial services industry.
- Proven ability to work under pressure, prioritize tasks, and maintain a strong ethic of client service.
- Excellent communication and organizational skills, with the ability to influence and propose solutions to problems.
What We Offer
- Competitive salary and benefits package.
- Private medical insurance and life assurance.
- Pension contribution and hybrid working model.
- Generous holiday package and option to purchase additional holiday.
- Shared parental leave and a supportive, inclusive work environment.
We value diversity and strive to create a workplace where all colleagues feel respected and empowered to achieve their full potential. If you're passionate about delivering exceptional client service and supporting a dynamic team, we encourage you to apply for this exciting opportunity.
-
Client Service Coordinator
4 weeks ago
Edinburgh, Edinburgh, United Kingdom Evelyn Partners Full timeAbout 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 Computacenter Full timeWe are seeking an experienced Administrator to join our Inside Sales organisation in Edinburgh, UK. The successful candidate will play a key role in ensuring the smooth order process for one of our most prestigious clients, delivering fast pricing and excellent customer service.Job DescriptionCoordinate orders from initial request through to...
-
Client Services Coordinator
2 weeks ago
Edinburgh, Edinburgh, United Kingdom Greenbean Full time**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***...
-
Service Desk Coordinator
4 weeks ago
Edinburgh, Edinburgh, United Kingdom Eden Scott Full timeService Desk CoordinatorEden Scott is seeking a highly skilled Service Desk Coordinator to join our team. As a Service Desk Coordinator, you will be the primary point of contact for all service desk inquiries, ensuring that client requests are handled professionally, efficiently, and in a timely manner.Key Responsibilities:Client Interaction & Triage: Act as...
-
Service Desk Coordinator
4 weeks ago
Edinburgh, Edinburgh, United Kingdom Eden Scott Full timeService Desk Coordinator RoleEden Scott is seeking an IT Service Desk professional with MSP experience to progress their career into a Service Desk Coordinator role.The successful candidate will join a leading Managed Service Provider (MSP), dedicated to delivering top-tier IT services and support to clients, ensuring their systems remain secure,...
-
Service Coordinator
3 weeks ago
Edinburgh, Edinburgh, United Kingdom NHS Scotland Full timeJob Title: Service CoordinatorJob Summary: We are seeking a highly organized and communicative Service Coordinator to join our team at NHS Scotland. The successful candidate will be responsible for providing administrative support to our Practice Team Leader and Commissioned Service Lead.Key Responsibilities:Processing correspondence and other tasks such as...
-
Senior Client Service Manager
4 weeks ago
Edinburgh, Edinburgh, United Kingdom State Street Full timeAbout 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 Home Instead Full timeAbout Home InsteadWe are a leading provider of in-home care services, dedicated to delivering high-quality care with compassion and understanding.Job OverviewWe are seeking a highly organized and communicative Care Coordinator to join our team. The successful candidate will be responsible for scheduling client visits, managing last-minute changes, and...
-
Senior Client Service Manager
3 weeks ago
Edinburgh, Edinburgh, United Kingdom State Street Full timeAbout 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...
-
Electrical Service Coordinator
4 weeks ago
Edinburgh, Edinburgh, United Kingdom HF Group Full timeJob OverviewWe are seeking an experienced Electrical Service Coordinator to join our team at HF Group.The successful candidate will be responsible for coordinating electrical services, ensuring timely and efficient delivery of projects.Key Responsibilities:Coordinate electrical services with internal teams and external partnersEnsure compliance with company...
-
Electrical Service Coordinator
4 weeks ago
Edinburgh, Edinburgh, United Kingdom HF Group Careers Full timeJob Title: Electrical Service CoordinatorJob Type: Full Time, PermanentWe are seeking an enthusiastic candidate to join our team in a permanent role that promises unique challenges, a varied workload, and great career progression opportunities within the company.Key Responsibilities:Monitoring incoming service requests and raising jobs into the company...
-
Electrical Service Coordinator
3 weeks ago
Edinburgh, Edinburgh, United Kingdom HF Group Full timeElectrical Service Coordinator RoleWe are seeking a highly motivated and enthusiastic individual to join our team at HF Group in a permanent role as an Electrical Service Coordinator.Key Responsibilities:Coordinating electrical services to ensure timely and efficient delivery.Working closely with the team to achieve company goals and objectives.Providing...
-
Veterinary Client Care and Referral Coordinator
4 weeks ago
Edinburgh, Edinburgh, United Kingdom The University of Edinburgh Full timeJob Summary:We are seeking a highly skilled and experienced Veterinary Client Care and Referral Coordinator to join our team at the Royal (Dick) School of Veterinary Studies. The successful candidate will provide exceptional client care and administrative support to our Equine Practice and Hospital clinics.Key Responsibilities:Provide a gold standard of care...
-
Veterinary Client Care and Referral Coordinator
4 weeks ago
Edinburgh, Edinburgh, United Kingdom The University of Edinburgh Full timeJob Summary:We are seeking a highly skilled and organized Veterinary Client Care and Referral Coordinator to join our team at the Royal (Dick) School of Veterinary Studies. The successful candidate will provide exceptional client care and administrative support to our Equine Veterinary Hospital.Key Responsibilities:Provide a gold standard of care to clients...
-
Edinburgh, Edinburgh, United Kingdom JohnstonGreer Ltd Full timeRole OverviewWe are seeking a highly skilled Financial Planning Coordinator to join our team at JohnstonGreer Ltd, supporting the delivery of exceptional services to high net worth clients.SalaryThe salary for this role is between £28,000 and £30,000 per annum, plus benefits.Job DescriptionAs a Financial Planning Coordinator, you will be responsible for...
-
Electrical Service Coordinator
4 weeks ago
Edinburgh, Edinburgh, United Kingdom HF Group Full timeJob Title: Electrical Service CoordinatorJob Type: Full Time, PermanentWe are seeking an enthusiastic candidate to join the HF Group in a permanent role that promises unique challenges, a varied workload and great career progression opportunities within the company.Key Responsibilities:Coordinating electrical services to meet customer needsWorking closely...
-
Veterinary Client Care and Referral Coordinator
3 weeks ago
Edinburgh, Edinburgh, United Kingdom The University of Edinburgh Full timeJob Summary:We are seeking a dynamic and efficient Veterinary Client Care, Insurance and Referral Coordinator to join our team at the Royal (Dick) School of Veterinary Studies. The successful candidate will provide a gold standard of care to our clients and referring veterinary surgeons, while also providing administrative and clerical duties to support the...
-
Domestic Services Coordinator
4 weeks ago
Edinburgh, Edinburgh, United Kingdom NHS Scotland Full timeJob SummaryWe are seeking a highly organized and detail-oriented individual to join our team as a Domestic Services Coordinator. This role will involve providing a range of domestic services within Clinical and Non-Clinical Departments throughout all areas of the Hospitals and Health Centres.Key ResponsibilitiesEnsure compliance with quality standards,...
-
Library Services Coordinator
4 weeks ago
Edinburgh, Edinburgh, United Kingdom City of Edinburgh Council Full time**Job Summary**We are seeking a highly motivated and enthusiastic individual to join our team as a Library Services Coordinator. This is a temporary part-time position based at Granton library, where you will be responsible for delivering excellent customer service to our diverse community.As a Library Services Coordinator, you will engage with users and...
-
Domestic Service Coordinator
7 hours ago
Edinburgh, Edinburgh, United Kingdom NHS Scotland Full timeNHS Scotland seeks a dedicated Domestic Service Coordinator to join their team. This part-time role is an exciting opportunity for individuals who are passionate about delivering exceptional domestic services.The successful candidate will be responsible for providing a range of domestic services across various departments within the hospitals and health...