Client Services Administrator jobs in Edinburgh

Job Description Multiple Roles – From Customer Service Agent to Senior Client Manager Level (German Speaking) Edinburgh Permanent Responsibilities: -Respond to and resolve service enquiries, ensuring accurate and timely response -Oversee transactional activity and ensure all products and services are functioning correctly for clients -Participating in periodic client service reviews and...

A leading insurance brokerage in the UK is seeking an Account Executive for its Corporate Insurance team in Glasgow/Edinburgh. Be one of the first applicants, read the complete overview of the role below, then send your application for consideration. This role emphasizes managing high-value client portfolios with a focus on service, rather than new business acquisition. The ideal candidate...

You will have a unique opportunity to demonstrate your soft skills and technical knowledge, facing off directly to the client to ensure we are meeting their goals and overseeing the daily business processing teams.

You will identify and action red flags before they become client-identified issues and coordinate remediation and the communication to clients/internal stakeholders. - Monitor client case type/activity to identify potential issues and opportunities for improvement. Proactively identify risks and issues as part of complex query oversight.

You will be working as part of the team at a highly respected Partner Practice of St.

You will be part of the practice support team of 5, liaising with clients, providers, third parties, dealing with new business enquiries, and supporting 4 advisors

You will be preparing regulatory paperwork for advisers to take to client meetings and completing post meeting actions for our clients

Private Client Solicitor (from 2025 qualified) 1 day ago Be among the first 25 applicantsDirect message the job poster from Sharri Plimbley AssociatesLegal Recruitment Consultant with 25+ years experience, sharri@plimbleyassociates.co.uk, 07841764634, covering the Scottish & Channel Island markets.About the CompanyScottish firm with deep roots in the rural sector, committed to delivering...

You must be able to demonstrate a strong background of providing a high quality of customer service.

You will be servicing a book of Rural clients that will include everything from small Farms up to large Landed Estates.

You will also be given the opportunity to study for nationally recognized professional qualifications.

Job Description An exciting opportunity has arisen for an experienced Private Client Tax Manager to join a highly regarded firm of Chartered Accountants based in Bournemouth. Offering flexible working, a competitive company pension, and much more, this role provides the chance to take ownership of a growing private client portfolio within a supportive and forward-thinking environment. The firm...

Job Description A Top 6 Accounting firm is seeking to appoint a Private Client Tax Manager to join their expanding Edinburgh or Glasgow office. This position offers the opportunity to lead a high-performing Private Client team, advising high-net-worth individuals, entrepreneurs, and their families on a wide range of complex tax and wealth structuring matters. The successful candidate will...

Job title: Personal Lines Account Handler Are you the right candidate for this opportunity Make sure to read the full description below. Salary: to £32,000 Location: Edinburgh Insurance Industry Sectors: Insurance, Personal Lines, Motor, Home, HNW Purpose of role Due to growth, this respected insurance broker has an opportunity for a Personal Lines Advisor to join their office in Edinburgh. The...

You will set and deliver a modern and innovative Client Development & Marketing strategy that elevates brand presence, sharpens market positioning and drives meaningful client engagement. As a senior leader, you’ll influence at the highest level, partnering closely with the Global Managing Partner, heads of groups, and other senior stakeholders.

Job Description Join a market-leading private client team with meaningful, high-value work with HNW individuals. About Our Client Our client is a highly respected, award-winning legal and tax advisory firm with a strong presence across Scotland. With a reputation for discretion, expertise, and client care, they advise HNW individuals, families, landowners, and philanthropists. Known for...

You will advise on estate planning, trusts, succession structures, asset protection and estate administration, collaborating with colleagues across property, business law, charities, family, employment and litigation to deliver holistic, joined-up advice. The position offers meaningful client contact and the chance to build trusted long‑term relationships.

Job Description Job Overview If you’re looking to work with a friendly firm that genuinely puts clients first, this could be a great opportunity. There are no fee or billable hour targets here, so you can focus on what really matters: delivering high-quality advice and excellent service across the full range of private client work, including Wills, Powers of Attorney and...

Job Description Client Relationship Manager Location: London Travel: Opportunity for international travel Salary: Strong base + uncapped commission (reflecting seniority and scope) Consultative. Commercial. Global Impact. If you're driven by meaningful client engagement and motivated by building a £600k+ book of business, this is your opportunity to step into a visible, revenue-driving role...

You will act as a trusted advisor, providing deep market intelligence and tailored hiring strategies to executive stakeholders, positioning our service as essential. - Develop and maintain a high-quality network of industry professionals. - Advise clients on current compensation benchmarks and talent availability metrics.

A Scottish legal firm based in Edinburgh is seeking a Private Client Solicitor with 0-4 years PQE. This role involves advising clients on wills and powers of attorney, succession planning, and trust administration focusing on family office clients. The firm values client care and communication skills, providing a collaborative environment where legal professionals can grow. A competitive salary...

A leading global asset manager is seeking an Associate to join the Client Engagement team. Find out if this opportunity is a good fit by reading all of the information that follows below. The role involves managing client relationships, ensuring efficient processes, and solving complex problems within the financial services sector. The ideal candidate should have strong communication skills...

A leading insurance brokerage in the UK is seeking an Account Executive for its Corporate Insurance team in Glasgow / Edinburgh. Any additional information you require for this job can be found in the below text Make sure to read thoroughly, then apply. The role involves managing a portfolio of high-value clients, focusing on service rather than acquisition, with no strict new business...

Job Description If you're looking for a career where you will be respected as an individual and valued for the contributions you make, join HSBC, and discover how diversity drives our success. Whether you want a career that could take you to the top, or simply take you in an exciting new direction, HSBC offers opportunities, support and rewards that will take you further. Global Payment...