client services analyst jobs in Edinburgh

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...

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 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 prominent private client advisory firm in Edinburgh seeks a Tax Compliance Specialist to manage a portfolio of high-net-worth clients. A variety of soft skills and experience may be required for the following role Please ensure you check the overview below carefully. The role involves preparing tax returns and managing queries while providing excellent advisory support. Ideal candidates will...

You will be required to support a number of key activities which may include; supplier management, business management, KPI and management information reporting, triage of end user issues, assessment of service requests against IT policy, continual service improvement process as well as disaster recovery/business continuity management.

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.

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...

A global technology organisation is looking for a Senior Application Support Analyst to join their growing Edinburgh-based team. The company provides critical infrastructure and software to major financial institutions worldwide and is currently experiencing significant growth, making this a xujxxms great time to join. Apply promptly! A high volume of applicants is expected for the role as...

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.

You will be a self-starter who has experience in developing, implementing and measuring the success of digital marketing strategies in line with KPI's. Being highly numerate and having a sound analytical approach is a must. Commercial awareness, excellent attention to detail, and the ability to work as part of a team are also essential.

A leading recruitment agency in Edinburgh is looking for a Wealth & Trust Manager to manage a portfolio of trusts. The successful candidate will deliver high-quality service across all administrative, compliance, and accounting requirements while ensuring client affairs are handled with professionalism. This role requires 3-5 years of relevant experience and strong technical knowledge of trust...

A leading legal firm in Edinburgh is seeking an experienced Private Client Solicitor to join their supportive and collaborative team. The ideal candidate will have previous private client experience and be adept at managing a diverse caseload while delivering high-quality client service. Responsibilities include preparing Wills, handling Executries, and liaising with clients. A competitive salary...

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 focus on succession planning, asset protection, and delivering holistic advisory services. The role provides generous professional development support including STEP qualification and mentorship opportunities within a collaborative environment. A competitive salary and a comprehensive benefits package are offered.

You will be encouraged to work with our Head of Growth on building these campaigns to work in key upsells.

You will also be comfortable with prioritising workloads based on the commercial weight of the clients.

You will also have client execs working for you to help organise client work and support with admin tasks while chasing up deliveries.

Virtual Client Travel Advisor As a Virtual Client Travel Advisor, you will support clients throughout their travel journey—from planning through return—by offering guidance, updates, and reassurance. Your role is to ensure travelers feel confident in their decisions and supported at every step. At Destiny&Co., we believe personalized guidance and consistent communication are key to creating...

You will be an independent thinker, proactive and self‑motivated with a focus on customer service. Passing on knowledge to staff members via coaching, the ability to influence others (business and technology staff), and being able to modify approach to obtain co‑operation, commitment, and resolve conflict.

You will manage your own caseload, collaborate with senior colleagues and liaise with a network of external advisors including tax specialists and wealth managers. There is also scope to contribute to thought leadership and business development.

A leading investment manager based in Edinburgh is looking for an Assistant Portfolio Manager to support Portfolio Managers and manage clients' portfolios. All potential candidates should read through the following details of this job with care before making an application. The ideal candidate will have excellent IT skills, a keen interest in wealth management, good communication skills, and...