Client Support Manager jobs in York Place

IFA Administrators x 6EdinburghFantastic opportunity for an experienced IFA Administrators to join a trusted and expanding firm in Edinburgh..To assist Advisers with providing an exceptional ongoing service to clients as well as supporting with the onboarding of new clients into the businessThe role:Process new business (GIA/ISA/SIPP/Bonds) and set up client accountsManage transfers, fee...

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...

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...

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...

You will be joining a brilliant team of B2B and corporate media specialists, spanning a wide variety of sectors and specialisms, who all share an enthusiasm for new ideas and innovation, as well as supporting each other to be the best possible consultants.

You will also be able to use your experience to support and mentor junior colleagues to develop their skills and confidence.

Job Title: Personal Tax Manager Your new company You’ll be joining a respected accountancy and advisory firm with a strong national presence and a growing footprint in Edinburgh. Known for its client-centric approach and collaborative culture, the firm offers a supportive environment where professionals are empowered to thrive. With a focus on innovation and long-term relationships, the business...

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.

Account ManagerScotland (remote)£35k - £45kOur client is a leading marketing agency. They are looking for an Account Manager to join their team to lead on an exciting account. This is an opportunity for an experienced and driven professional to take on a key role in managing and growing client relationships.Requirements:3+ years of experience in account management, preferably within a digital...

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You will be servicing a book of Rural clients that will include everything from small Farms up to large Landed Estates.

You must be able to demonstrate a strong background of providing a high quality of customer service.

You will also be given the opportunity to study for nationally recognized professional qualifications.

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...

🚀 Business Development Manager – Scotland & IrelandFull-time | Permanent | Remote / Field-basedAre you a driven Business Development professional looking to make a real impact across Scotland and Ireland? We’re seeking an ambitious individual to help grow market presence within the retail and food technology sector.This role is ideal for someone who enjoys building long-term relationships,...

Role Nigel James Associates is excited to partner with a top national wealth manager to secure a progressive financial planning hire within their Edinburgh office. Due to succession planning they are looking for someone to take over an existing client portfolio from a retiring IFA, alongside working closely with the Investment Managers and external stakeholders to build business. We are seeking a...

You must have the current legal right to work in the UKAt DJ Alexander, we believe in taking care of our people. That's why we offer some amazing perks and benefits through our engagement platform, LOMONDlife.

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 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 analyse the clients' aims and needs to construct solutions as a tool for advisors to communicate to clients.

You will produce robust financial plans and analytical information.

You will provide guidance to more junior team members and support senior team members as required to contribute to completion of tasks in a timely manner and to a high standard for the team.

IFA Administrators x 6EdinburghFantastic opportunity for an experienced IFA Administrators to join a trusted and expanding firm in Edinburgh..To assist Advisers with providing an exceptional ongoing service to clients as well as supporting with the onboarding of new clients into the businessThe role:Process new business (GIA/ISA/SIPP/Bonds) and set up client accountsManage transfers, fee...

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...