client services jobs in Edinburgh

Our client is a leading international bank. If you're looking for a career that will help you stand out, join our client and fulfil your potential – whether you want a career that could take you to the top, or an exciting new direction, we offer opportunities, support and rewards that will take you further. We're one of the largest banking and financial...

? If you have substantial financial planning administration experience and want to focus on high-level business processing rather than basic administration, this permanent Client Services Associate role in Edinburgh or Aberdeen offering £28,000 to £40,000 provides an excellent platform to advance your career. You will need to be based within commuting...

If you have substantial financial planning administration experience and want to focus on high-level business processing rather than basic administration, this permanent Client Services Associate role in Edinburgh or Aberdeen offering £28,000 to £36,000 provides an excellent platform to advance your career. You will need to be based within commuting...

Client Services ExecutiveEdinburghAbout James Hambro & PartnersJames Hambro & Partners is an independently owned wealth management group established in 2010 by Jamie Hambro and seasoned industry experts.The Hambro name has been closely associated with the investment world for more than 200 years. The founding of James Hambro & Partners (JH&P) in 2010 marked...

If you’re looking for a career that will help you stand out, join HSBC and fulfil your potential – whether you want a career that could take you to the top, or an exciting new direction, we offer opportunities, support and rewards that will take you further. We’re one of the largest banking and financial services organisations in the world, with a...

Our client is a leading international bank.If you want to know about the requirements for this role, read on for all the relevant information.If you're looking for a career that will help you stand out, join our client and fulfil your potential – whether you want a career that could take you to the top, or an exciting new direction, we offer opportunities,...

Description Role overviewSupport Client Service Executives (CSEs) in Edinburgh & Glasgow in their day to day activities within the region and assist the Managing Directors to ensure efficiency and profitability within each Practice. This role retains overall accountability for the team's performance, service delivery and direction. This position can be based...

IDEX Consulting Ltd. is recruiting for a Client Services Associate to join our established wealth management business in Edinburgh. You will support Financial Advisers and the Private Wealth team with client administration, new business and ongoing client servicing.The role requires strong attention to detail, good organisational and communication skills,...

Eden Scott is partnering with a prominent wealth management firm in Edinburgh to recruit an experienced Administrator. You will play a key role supporting Financial Advisers and the wider team, ensuring smooth client and business operations.The role focuses on high-quality administrative support, client paperwork, diary management, and compliance. A...

We are recruiting for a Client Services Associate to join an established wealth management business. You'll support Financial Advisers and the wider Private Wealth team with client administration, new business and ongoing client servicing. Key Responsibilities Support the onboarding and ongoing servicing of clients Process payments, withdrawals and...

James Hambro & Partners LLP in Edinburgh is seeking a Client Services Executive to join the Portfolio Management Team. You will be the primary contact for clients and intermediaries, ensuring timely, accurate responses and proactive service delivery across front-office activities.The role supports onboarding, client reporting, and quarterly valuations, while...

TrinityBridge Limited is seeking a capable leader to support Client Service Executives in Edinburgh and Glasgow, ensuring efficient service delivery and profitability across the Wealth Planning Practice. The role can be based from Edinburgh or Glasgow and requires strong line management and regulatory awareness.You will recruit, coach and develop the CSE...

Clearwater Analytics in the United Kingdom is seeking an Operations Delivery Lead to drive daily client servicing operations and cross-functional project delivery. You will act as a subject matter expert on regulatory and accounting topics, prioritize team requests, and coach the team to elevate performance.The role emphasizes process improvements,...

Client Services Director - Social CareDo not wait to apply after reading this description a high application volume is expected for this opportunity.Brook Street Social Care | Nationwide | Remote with Travel | Up to £100k OTE + Car AllowanceShape the Future of Workforce Solutions in Social CareSocial Care is facing some of the most complex workforce...

Armstrong Watson LLP in Edinburgh/Glasgow is seeking a skilled Business Services Manager to lead a diverse client portfolio within our Business Services team. You will oversee preparation of financial statements and tax work, while ensuring high service levels and team engagement.The successful candidate will be ICAS/ACA/ACCA qualified, with experience in an...

Baltic Recruitment are currently recruiting for a Permanent Client Relationship Specialist for a client located in Newton Aycliffe. Reporting into the Operations Manager, working closely with the wider Team, specialising in the retention and acquisition of Clients across the UK, as well as supporting the Team with various administration tasks.Our client is...

Client Manager – Accountancy PracticeFull-Time | Permanent Are you an experienced Client Manager looking to take the next step in your Accountancy Practice career? We're recruiting on behalf of a progressive and growing accountancy practice looking for a Client Manager to oversee a varied portfolio of clients while delivering an exceptional level of...

Join our dynamic team as a Client Service Delivery Associate I and become a vital part of our mission to elevate client experiences. As a Client Service Delivery Associate I within JPMorganChase, you will play a pivotal role in delivering exceptional customer service and operational support to our clients. Your role will involve addressing client inquiries,...

Our client is currently seeking an Associate for its Private Client Team in Edinburgh. This full-service Law Firm offers a variety of services including Private Client, Family, Employment and Corporate Law.This is an interesting role, and it will involves managing client portfolios in trusts, high-net-worth or cross-border executries, tax planning, and...

Description £28,000 to £34,000 plus benefits SIPP specialist required by this consultancy that distributes their products directly with clients and via the intermediary channel. Growth in new business and further investment in the company has resulted in the expansion of the existing team. You will be responsible for – ongoing servicing of a portfolio of...