client relationship executive jobs in Edinburgh

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A leading UK Pensions consultancy is seeking an experienced Relationship Manager to manage a core portfolio of blue-chip pension schemes. You'll act as a key liaison between clients and administration teams, ensuring high satisfaction and nurturing long-term relationships. The ideal candidate must have a proven background in pension administration, excellent communication skills, and strong...

A well-established business services provider is seeking an experienced Account Manager to manage and grow client accounts effectively in Edinburgh. This role involves maintaining strong client relationships, driving sales success, and preparing professional presentations. Ideal candidates will have a proven track record in account management, excellent communication skills, and a results-driven...

Role Overview Here at Pinsent Masons we bring together the best people to get the job done. We’re naturally curious, constantly learning, listening, and growing. We’ll truly value your ideas. You’ll be joining an award-winning, hardworking and commercially minded team, where you’ll have the opportunity to work with leading experts and form meaningful relationships, while making a difference....

A leading utilities company is seeking a Sales Account Executive in Edinburgh. The role involves managing customer relationships primarily via phone, with the aim of retaining and growing business accounts. Ideal candidates will have strong communication skills, a degree-level education, and experience in account management. Benefits include a salary up to £35,000, generous annual leave, 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.

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...

You will gain hands‐on experience delivering sophisticated, long‐term advisory services across wealth, succession, and asset protection strategies. We will also fully support you through the STEP qualification as part of your professional development.

You will be responsible for advising on

You will work with large trusts and estates, support succession planning, and create and execute wills and power of attorneys.

You will be empowered to manage your workload independently and will be in a strong position to develop your own book of clients and become an expert in the area of Private Client law.

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 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...

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.

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...

You will have exceptional communication skills and have a flair for developing strong relationships with your clients and a real passion for private client work. This is a full time office based role but you will have the opportunity to have some hybrid working after a successful settling in period.

A leading rural division firm in Edinburgh is looking for customer-centric professionals to maintain relationships with rural clients, including farms and estates. The experience expected from applicants, as well as additional skills and qualifications needed for this job are listed below. Candidates should possess strong communication and organizational skills, with a background in delivering...

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...

You will possess excellent communication skills and be comfortable in holding senior client meetings. Commercial acumen and leadership experience will be key along with stakeholder management experience and the ability to identify areas of strength and weakness and address any shortcomings in service.

A leading specialist law firm in Edinburgh is seeking an experienced Private Client Solicitor to provide tailored legal advice on estate planning, wills, and trusts. The role involves handling probate processes, drafting legal documents, and maintaining client relationships. Offering a competitive salary of £45,000 to £53,000, plus 25 days of holiday and excellent support in a professional...