client services support jobs in York Place

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 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 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 serve as the primary point of contact for users needing assistance with account management, platform navigation, and complex troubleshooting. - Handle a high volume of inbound and outbound communications via phone, email, and live chat. - Guide customers through step-by-step procedures to resolve technical difficulties using clear, non-technical language.

You will support in onboarding new clients, gathering data on client's existing plans, preparing for client meetings and implementing financial planning advice for new and existing clients. A good understanding of business disciplines is required, along with the ability to apply technology to your work.

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 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 (Full Time) – Fully Remote Accountancy Practice (UK) This fast-growing, fully remote UK accounting and advisory firm is looking for a Client Manager to join its expanding team. This modern, tech-led practice supports venture-backed start-ups and high-growth businesses across the UK, providing outsourced finance, accounting and advisory services. The firm operates with a...

Role: Senior Finance Administrator (Payments) / Client Accountant — Residential Lettings Team: Payments / Finance Operations Location: Fully remote with occasional (once a month) travel Salary £30-38K PA DOE Type: Full-time Our client, a highly regarded UK property company, is seeking a skilled and experienced Finance Administrator / Lettings Client Accounts to join their finance and...

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 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 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.

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...

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...

A global professional services network is seeking a Financial Planning Director in Edinburgh to manage high-quality private client portfolios, deliver comprehensive financial planning solutions, and lead a team. The role requires over 5 years of experience in financial advising, a strong understanding of investment and tax planning, and proven leadership skills. Offering competitive pay,...

Job title: Personal Lines Account Handler Salary: to £32,000 Location: Edinburgh Insurance Industry Sectors: Insurance, Personal Lines, Motor, Home, HNW Purpose of role Due to growth, this respected insurance broker has an opportunity for a Personal Lines Advisor to join their office in Edinburgh. The ideal candidate must have experience working with home and motor insurance policies, HNW...

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...

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.