client services clerk 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 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 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 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 Description At Broadridge, we've built a culture where the highest goal is to empower others to accomplish more. If you're passionate about developing your career, while helping others along the way, come join the Broadridge team. We are looking for a client facing, senior product support analyst to be working with the global client services organization. The Technical Client Support Analyst...

Client Manager (Full Time) – Fully Remote Accountancy Practice (UK) This fast-growing, fully remote UK accounting and advisory firm is looking for a Client Manager to join its expanding team. This modern, tech-led practice supports venture-backed start-ups and high-growth businesses across the UK, providing outsourced finance, accounting and advisory services. The firm operates with a...

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 title: Personal Lines Account Handler 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 ideal candidate must have experience working with home and motor insurance policies, HNW...

We are seeking a proactive Client Relations Specialist Representative to serve as the primary point of contact for our valued customers. This role involves expertly managing incoming communications, resolving complex service issues efficiently, and ensuring exceptional customer satisfaction. Key duties include documenting interactions accurately, performing detailed follow-up, and collaborating...

Client Manager, Estate Agency Salary: Up to £25,000 per annum (DOE) Contract Type: Full-time Great Opportunity to be part of this growing, modern Estate Agency operating in Edinburgh. Our Clients focus is on delivering a high-quality, relationship-led service to property sellers and buyers. They pride themselves on market knowledge, transparency, and exceptional client care throughout 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.

A relationship-led role for people who take responsibility seriously If you’ve spent years building client relationships, you’ll know that the real art isn’t chasing activity or reacting to the latest issue. It’s understanding organisations properly, retaining context over time, and noticing when something needs attention before it becomes a problem. It’s being the person who knows how a client...

Director of Client Solutions Department: Client Solutions Reports To: VP of Client Solutions Location: London, UK (Remote), Job type: Contract About Adapt: Adapt is redefining media localization by blending AI technology with human creativity and expertise. We are a collaborative, curious, and people-first team that believes innovation works best when grounded in empathy, quality, and...

You will have the freedom to manage your own caseload, with a supportive team around you whenever you need a second pair of eyes or a sounding board.

Overview PURPOSE OF ROLE We are assisting our client in recruiting for a Private Clients Broker to service High Net Worth clients. The role involves providing expert insurance advice, managing complex portfolios, and ensuring first-class service. Strong communication and technical knowledge are essential. Leadership skills are an advantage. Responsibilities - Manage multi-property,...

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...