client success manager jobs in Edinburgh

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 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...

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 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...

Role: Senior Finance Administrator (Payments) / Client Accountant — Residential Lettings Team: Payments / Finance Operations Location: Fully remote with occasional (once a month) travel Salary £30-38K PA DOE Type: Full-time Our client, a highly regarded UK property company, is seeking a skilled and experienced Finance Administrator / Lettings Client Accounts to join their finance and...

Our Client Our client is an established Private Bank that operates on a global level. The Role THIS ROLE IS A 6 MONTH CONTRACT ROLE The Front Office Risk Manager plays a critical role in the 1st Line of Defence (1LoD) supporting the Private Bank in managing and monitoring risk across the entire front office client lifecycle – from onboarding through to client management - assessing and...

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.

Job Description Our Client Our client is an established Private Bank that operates on a global level. The Role THIS ROLE IS A 6 MONTH CONTRACT ROLE The Front Office Risk Manager plays a critical role in the 1st Line of Defence (1LoD) supporting the Private Bank in managing and monitoring risk across the entire front office client lifecycle – from onboarding through to client management -...

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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...

A leading analytics firm in the UK is seeking a Client Servicing Team Lead responsible for managing a team focused on client engagement and operational excellence. You'll monitor team delivery, implement best practices, and handle escalations effectively. This role requires strong communication, organizational skills, and a minimum of 7 years of relevant experience, including 2 years in a...

A leading analytics firm in the United Kingdom is seeking Client Servicing Analysts responsible for providing exceptional operational support and enhancing client relationships. The successful candidate will validate investment data, collaborate with clients, and handle inquiries related to investment and accounting matters. Candidates should possess finance or accounting experience and strong...

A leading recruitment firm in Edinburgh is seeking an experienced Recruitment Consultant to enhance their talent acquisition efforts. In this full-time role, you will build client relationships, source candidates, and drive recruitment targets while staying updated on industry trends. Ideal applicants will have proven experience and a successful track record in mid to senior-level placements....

A leading technical services provider in Scotland is seeking an experienced Electrical Project Manager to manage projects ensuring delivery within budget and timelines. This role requires extensive experience in M&E project management, strong leadership and customer relationship skills, and a commitment to compliance with health and safety standards. Join a supportive team environment that values...

A leading environmental solutions provider in Edinburgh is seeking an experienced client-facing professional to join their dynamic team. This role emphasizes strong customer service, effective communication, and organizational skills. Candidates should thrive in a fast-paced environment and possess at least a year's experience in a similar role. The position offers competitive salary based on the...

This is an excellent opportunity for a Private Client Paralegal to join a legal team. Client Details A well established firm Description Prepare and manage legal documentation related to private client matters. Assist in drafting and reviewing contracts and agreements. Provide administrative support to the legal team as required. Maintain accurate records and ensure compliance with legal...

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.

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.

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...

A leading financial services firm in the United Kingdom seeks a Client Servicing Team Lead to manage a team of professionals dedicated to client success. The ideal candidate has over 7 years of relevant experience, including 2 years in a managerial role. Key responsibilities include overseeing team performance, ensuring quality delivery, and maintaining client relationships. Applicants are...