client services associate jobs in Edinburgh

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...

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...

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...

Job Description CompanyA very reputable large multidisciplinary engineering consultancy with multiple offices throughout the UK. They are currently engaged in a number of projects ranging in size across Healthcare, Education, Commercial, Mixed-Use and more. Highly technical and well experienced senior management with clear plans outlined for staff development and progression. Trusting 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...

Company A very reputable large multidisciplinary engineering consultancy with multiple offices throughout the UK. They are currently engaged in a number of projects ranging in size across Healthcare, Education, Commercial, Mixed-Use and more. Highly technical and well experienced senior management with clear plans outlined for staff development and progression. Trusting and flexible working...

Accounts and Business Advisory Associate Edinburgh | Hybrid Working Are you at the start of your accounting career and looking for a place where you can learn, grow, and build a long-term future? This is an exciting opportunity to join a well-established, highly regarded accountancy and business advisory practice with a strong presence across the UK and beyond. With a large and supportive team,...

You will have the opportunity to work on challenging projects within this fast paced sector, collaborating with Colocation Providers, End Users and Enterprise clients across the UK and across EMEA. WSP are currently involved in numerous projects across data centres and related facilities.

You will have the opportunity to work on some of the most exciting and technically challenges projects within this fast paced sector. WSP are currently involved in numerous projects, working with Colocation Providers, End Users and Enterprise clients, both within the UK and across EMEA.

You will provide advice and guidance on tax planning, compliance, and strategy, helping businesses optimise their tax positions and navigate complex tax regulations. Apply below after reading through all the details and supporting information regarding this job opportunity.

Job Summary: Client Servicing Associates are responsible for delivering top-notch operational support and fostering strong relationships with Clearwater's global clients. They excel in addressing inquiries related to investment and accounting matters, serving as a vital link between clients and internal teams. These associates play a pivotal role in delivering prompt, precise, and comprehensive...

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...

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...

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.

Private Client Solicitor (0-6 years PQE)About Gilson GrayGilson Gray’s Private Client team are part of Gilson Gray’s continually growing organisation. Gilson Gray LLP are a comprehensive law firm, offering expert legal, property and financial services. We support clients throughout their entire lifetime.Based in Edinburgh, Glasgow, Aberdeen, Dundee, North Berwick, Lincoln and London, we focus on...

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...

Job Summary: Lead Client Servicing Associates are responsible for delivering top-notch operational support and fostering strong relationships with Clearwater's global clients. They excel in addressing inquiries related to investment and accounting matters, serving as a vital link between clients and internal teams. These associates play a pivotal role in delivering prompt, precise, and...

A successful candidate will be responsible for a portfolio of high-net-worth private clients, including trusts, partnerships and non-UK domiciliaries. The role will include the preparation of tax returns for those clients, preparation of business tax and CGT computations, preparing responses to client queries and dealing with HM Revenue & Customs in connection with the clients’ affairs. Please...