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client support representative 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 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...
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...
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...
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 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 global professional services network is seeking a Director of Financial Planning in Edinburgh. The role involves leading client relationships and providing independent financial advice to high-net-worth individuals. With a focus on business development, the position requires at least 5 years of advisory experience and Chartered Financial Planner status. The firm offers hybrid working options,...
You will gain hands‑on experience delivering sophisticated, long‑term advisory services across wealth, succession, and asset protection strategies.
You will be responsible for advising onSupporting the delivery of holistic family office services — coordinating advice across legal, tax, investment, philanthropic and governance matters for leading estate family groups.
You will support the Client Onboarding Advisor in the smooth and efficient onboarding of new clients and the ongoing administration of existing client’s documentation
You will liaise directly with new and existing clients to collect and verify CDD documentation whilst also working closely with legal, tax and Risk & Compliance colleagues
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...
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...
You will be responsible for drafting legal documents and supporting junior team members. The firm promotes a positive work-life balance and offers a generous benefits package, fostering an inclusive workplace for all candidates.
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...
Deans Solicitors and Estate Agents LLP are a fast-paced and customer-focused firm offering Estate Agency, Conveyancing and Private Client services across Edinburgh and The Lothians.Due to growth, we are looking for an experienced Private Client Solicitor to join our supportive and collaborative team. Previous Private Client experience is essential.This is an excellent opportunity for a motivated,...
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.
You will focus on high-quality client service, including Wills and Powers of Attorney, within a supportive team. The firm offers flexibility, with the option to work from home at least one day a week, and opportunities for progression into a Legal Director position. If you value quality work and a collaborative atmosphere, connect with A friendly law firm for more information.
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...
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 – 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...