client service representative 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...

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...

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.

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, multi-vehicle and...

Client Manager – Accountancy Practice Edinburgh A respected, medium-sized accountancy practice is looking to appoint a Client Manager to oversee a portfolio of clients and lead the delivery of high-quality accountancy, tax, and advisory services. This is an excellent opportunity for a qualified accountant who enjoys client engagement and is ready to take the next step in their career within a...

Client Onboarding Administrator Remember to check your CV before applying Also, ensure you read through all the requirements related to this role. Based in Central Edinburgh | on-site role initially with some flex for hybrid working as the role progresses Full-Time role | Monday to Friday | 9:00am to 5:00pm Permanent role Salary up to £30,000 plus excellent benefits (depending on...

We are seeking a skilled Private Client Paralegal to join a professional services team, where you will support the efficient management of private client matters. The role requires attention to detail and the ability to handle sensitive information with care. Client Details This role is with a well-established professional services firm, known for its expertise in the field and commitment to...

Position: New Client Administrator Do not wait to apply after reading this description a high application volume is expected for this opportunity. Location: Edinburgh Working Pattern: Office based initially then hybrid Salary: £26,000 – £30,000 per annum Are you an experienced administrator or onboarding professional looking for your next step? Do you enjoy working in a structured,...

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.

You will gain hands‑on experience delivering sophisticated, long‑term advisory services across wealth, succession, and asset protection strategies.

You will be responsible for advising onSupporting the delivery of holistic family office services — coordinating advice across legal, tax, investment, philanthropic and governance matters for leading estate family groups.

We are working with a global Corporate Housing firm in the search for a Client Account Manager EMEA, based anywhere in the United Kingdom. In this fast-paced, full-time role, you'll work from your home office managing serviced apartment requests and client relationships while delivering superior guest experiences. Ideal for energetic professionals with strong B2B account management skills and a...

A global professional services network is seeking a Director of Financial Planning in Edinburgh. The role involves leading client relationships and providing independent financial advice to high-net-worth individuals. With a focus on business development, the position requires at least 5 years of advisory experience and Chartered Financial Planner status. The firm offers hybrid working options,...

You will support the Client Onboarding Advisor in the smooth and efficient onboarding of new clients and the ongoing administration of existing client’s documentation

You will liaise directly with new and existing clients to collect and verify CDD documentation whilst also working closely with legal, tax and Risk & Compliance colleagues

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...

Private Client Tax Senior Manager Edinburgh A leading independent accountancy and advisory firm is looking to appoint a Private Client Tax Senior Manager to join its Edinburgh office. This is a senior leadership opportunity for an experienced tax specialist to manage a high-value portfolio of private clients, lead a talented team, and play a key role in the continued growth of a respected and...

You will champion service excellence, drive commercial growth and safeguard member satisfaction. This role is hybrid aligned to our offices in Edinburgh, though other locations may be considered as long as there is flexibility to travel for client and team meetings as needed.

Client Manager – Join a Modern, People-Focused Accountancy Practice Edinburgh Are you an experienced accountant who thrives on building genuine relationships with clients and making a real impact in their businesses? If you're looking for a role where your ideas are valued, your growth is supported, and your work truly matters—this could be the perfect fit. About Us We’re a forward-thinking...