Client Services Team Leader jobs in Edinburgh

You must have a proven background in IT Sales and IT managed services or Cyber security sales.

You will be responsible for your own sales targets - Monitor CRM activity and ensure accurate pipeline management - Run team huddles and team meetings to drive focus and energy Performance Management

You will lead a team of 6 people who are responsible for performing due diligence, KYC checks, and AML screenings, enabling our organisation to identify and mitigate risk. This position involves strategy development, team leadership, process optimization, and continuous improvement in line with evolving regulatory requirements.

IFA Administrators x 6 Edinburgh Fantastic opportunity for an experienced IFA Administrators to join a trusted and expanding firm in Edinburgh.. To assist Advisers with providing an exceptional ongoing service to clients as well as supporting with the onboarding of new clients into the business The role: - Process new business (GIA/ISA/SIPP/Bonds) and set up client accounts - Manage...

Eden Scott’s client, a highly respected financial services firm, is seeking a Fund Accountant – Private Client Services to join their professional and collaborative team in Edinburgh. This is a fantastic opportunity for a detail-oriented and experienced individual to contribute to a dynamic environment where quality and client service are paramount. Key Responsibilities: - Perform manual and...

Job Description Senior Autism Practitioner (Team Leader) Fife Area Services-Dalgety Bay Full TimePosition available 37 hoursper week Pay Scale: Starting at£33,921rising to£34,471after probation. Opportunity to progress to£36,344at your own pace (pro rata) Please note that we are unable to offer visa sponsorship for these roles Reference: SA1120 Embracing difference, leading change Are you...

You will have the opportunity to sell memberships, personal training, and wellbeing services, while enjoying a benefits package including free gym membership.

Paraplanner / Trainee Paraplanner EdinburghMeraki Talent’s Financial Planning/Advice client are looking for a Paraplanner or Trainee Paraplanner to join their team in Edinburgh.Responsibilities of the Paraplanner / Trainee Paraplanner:-Work with the financial planning and client service teams to deliver an excellent level of client service-Provide technical support to financial planners by...

You will support the end to end ordering and fulfilment process by managing suppliers, co-ordinating orders and ensuring accurate administration across our internal order processing systems, email and telephone channels.

You will act as a key liaison between Sales, suppliers and customers ensuring that orders and projects are executed smoothly, accurately and on time.

Deans Solicitors and Estate Agents LLP are a fast-paced and customer-focused firm offering Estate Agency, Conveyancing and Private Client services across Edinburgh and The Lothians.Due to growth, we are looking for an experienced Private Client Solicitor to join our supportive and collaborative team. Previous Private Client experience is essential.This is an excellent opportunity for a motivated,...

Welcome to DJ Alexander, where we know Scotland inside out. As part of Lomond, the UK's leading network of lettings and estate agencies, we're proud to cover Edinburgh, Glasgow, St. Andrews, Dundee and Aberdeen with over 300 staff ready to assist our customers. With our team's extensive industry expertise and local knowledge, we're here to help people find, sell, and let their property.Now, we're...

A leading pensions firm is seeking an experienced Client Director to manage and enhance client relationships while ensuring excellent service delivery in Edinburgh. The role involves operational leadership of Pension Administration teams, identifying growth opportunities, and enhancing compliance with internal policies and regulations. Candidates should have a solid understanding of defined...

IFA Administrators x 6EdinburghFantastic opportunity for an experienced IFA Administrators to join a trusted and expanding firm in Edinburgh..To assist Advisers with providing an exceptional ongoing service to clients as well as supporting with the onboarding of new clients into the businessThe role:Process new business (GIA/ISA/SIPP/Bonds) and set up client accountsManage transfers, fee...

Mortgage Administration Team LeaderEdinburgh, Scotland - hybridSalary dependent on experience + bonus & excellent benefits Our client a customer focused financial services organisation has an exciting opportunity for a Mortgage Administration Team Leader. Reporting to the Head of Mortgage Operations, you will be responsible for the efficient management of the Mortgage Administration function....

Enterprise SALES LEADER - Telecom Domain we are seeking Candidate who have sold CpaSS to enterprises like Travel, logistics.retail, e commerce Sales Director for Enterprise accounts to grow MCS portfolio,. Should have experience of winning new logos across BFSI/Retail Location: London and Europe (Remote with extensive travel) Type of candidate : Local Grade : T2 Budget : 230k USD – 250K USD...

You will join a team that operates at the sharp end of the mid-market, delivering high-quality deal advice in an environment built for ambitious professionals.

You will take a hands-on role across financial due diligence and transaction support, developing deep commercial insight while working closely with senior colleagues on complex, high-value deals.

Client Service Advisor - Global Insurance Are you excited by the prospect of collaborating with major, complex global organisations? Do you bring outstanding project management and communication skills to the table? This hybrid position offers the flexibility to work remotely as well as from either of our flagship London office or Chelmsford offices. Aon is in the business of better...

Job Summary Cl ient Servicing Team Leads a re responsible for leading and managing a team of client servicing professionals, focused on maximizing employee engagement, and building a culture of teamwork, collaboration, continuous improvement, empowerment, and accountability. They lead from the front and provide guidance, support, and coaching to team members and contribute to strategic planning,...

**Job Summary:** ient Servicing Team Leads are responsible for leading and managing a team of client servicing professionals, focused on They collaborate with cross-functional internal teams to identify areas for process optimization, implement best practices, and drive operational excellence within the Client Servicing division. They lead from the front by building and maintaining strong...

Overview Client Servicing Team Leads are responsible for leading and managing a team of client servicing professionals, focused on maximizing employee engagement, and building a culture of teamwork, collaboration, continuous improvement, empowerment, and accountability. They lead from the front and provide guidance, support, and coaching to team members and contribute to strategic planning,...

A major retail company in Edinburgh is seeking a Team Leader to oversee daily department operations. This role requires strong customer focus, the ability to motivate and manage a team, and effective communication skills. Responsibilities include managing stock, supporting colleagues, and ensuring high service standards. The ideal candidate has retail experience and is flexible with shift...