client services assistant 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...

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...

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...

Job Description When guests enter one of our hotels, they walk into a genuinely memorable experience. As a Guest Services Assistant, youll not only be the person they rely on to handle transactions, offer local insights and anticipate every detail of a friction-free experience. Youll also create a warm atmosphere that makes our guests feel at home in any location. What will you be doing? As a...

You will play a pivotal role in supporting & delivering successful transactions by collaborating with our corporate finance and debt advisory specialists within the Interpath network. In this capacity, you will also take on a mentorship role, guiding our analysts and associates while fostering a collaborative learning environment.

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 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 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.

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.

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...

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...

Job Description A leading private client law firm in Edinburgh is seeking a dedicated professional to assist high net worth clients with Tax and Succession planning, Wills, and Powers of Attorney. This full-time, office-based role allows for hybrid working post-settlement. Candidates should possess exceptional communication skills, a flair for client relations, and ideally have completed a...

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...

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...

Job Description When guests enter one of our hotels, they walk into a genuinely memorable experience. As a Guest Services Assistant, youll not only be the person they rely on to handle transactions, offer local insights, and anticipate every detail of a friction-free experience, but youll also create a warm atmosphere that makes our guests feel at home in any location. What will you be...

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.

As a Client Travel Support Specialist, you will support clients throughout their travel journey—from planning to return—by managing questions, updates, and ongoing assistance. At Destiny&Co., we focus on creating organized and meaningful travel experiences. Key Responsibilities • Serve as a primary point of contact for travelers. • Assist with trip changes and confirmations. • Provide...