Client services occupations Work, Jobs in Edinburgh, Edh (with Salaries)

Client Services Consultant
Charles Stanley —Edinburgh
- Full-time
- Microsoft Outlook
- Communication skills
Relationship Support Consultant
Royal London —Edinburgh
- Customer service
- Business development
- Annual leave
9d
Service Administrator
FMS Fire & Security Ltd —Loanhead
- Full-time
- Microsoft Office
- Organisational skills
VodafoneThree - Senior Onsite Advisor
Vodafone —Edinburgh
- £31,000 a year
- Full-time
- Customer service
- Computer networking
- In-person
- Employee discount
Customer Support Accountant
FreeAgent —Edinburgh
- £31,500 - £35,500 a year
- Full-time
- Hybrid work
- Customer service
- Computer literacy
- Accounting
Quick apply
Junior/Graduate Customer Support Accountant
FreeAgent —Edinburgh
- £27,500 - £31,500 a year
- Full-time
- Hybrid work
- Customer service
- Computer literacy
- Accounting
Quick apply
Customer Success Manager
Mindbody —Edinburgh
- Remote
- Sales
- Bachelor's degree
- No degree
Quick apply
10d
Service Coordinator
Evolution Security —Edinburgh
- Full-time
- Annual leave
- Employee assistance programme
Quick apply
7d
Customer Service Advisor - Dealer Services
Velux Residential —Fife
- Full-time
Client Service Manager
HSBC Global Services Limited —Edinburgh
- Full-time
- Hybrid work
- Communication skills
- Time management
2d
Customer Executive
Computacenter —Edinburgh
- Sales
- Organisational skills
- Communication skills
Account Coordinator
Berlin Packaging —Newbridge
- From £26,000 a year
- Full-time
- Salesforce
- Analysis skills
- Organisational skills
- Free parking
- Employee discount
Quick apply
8d

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Client Services Consultant

Charles Stanley -
Edinburgh

Apply Now

Job details

Full-time

Qualifications

Microsoft Outlook
AS400
Communication skills

Full job description

Profile:

If you’re someone who enjoys variety, takes pride in delivering excellent service, and thrives in a busy, collaborative environment, this role offers a fantastic opportunity to grow your career in financial services.

You’ll play a key part in ensuring clients receive timely, accurate and thoughtful support across both administrative and front-line service channels. As your confidence develops, you’ll also build skills in direct client interaction, helping resolve queries and contributing to a smooth end‑to‑end client experience.

What you’ll be doing:

Administrative Support

Processing client tasks from multiple channels (secure messages, email, website and post) with accuracy and within agreed timeframes
Managing operational workflows including printing, scanning and postal processes
Collaborating with internal teams to resolve queries and ensure instructions are completed end‑to‑end
Maintaining accurate records and sharing client feedback to support improvements to digital services
Escalating complaints in line with procedures

Front‑Line Client Service

Supporting client enquiries across telephone, live chat, email and secure messaging
Taking ownership of client requests and coordinating with colleagues to ensure smooth resolution
Identifying service issues and escalating where appropriate
Contributing to service enhancements based on your day‑to‑day experience

Qualifications & Development:

We’ll support you to build strong foundations in investment administration and client service. This includes:

Completing the CISI Introduction to Securities & Investments exam within your first year
Developing a solid understanding of Charles Stanley’s services , systems and platforms (including Order Routing, AS400, CRM, Outlook, Excel and market information tools)

What you’ll bring:

Strong communication skills with the ability to use clear, client‑friendly language
Attention to detail and a commitment to delivering high‑quality work
Effective prioritisation and the ability to manage multiple tasks in a fast‑paced environment
Problem‑solving ability and confidence in making decisions
Team‑focused mindset with flexibility and a collaborative approach
A good understanding of UK markets, ISAs, SIPPs , and investment administration processes (or a willingness to learn)
Awareness of FCA rules and investment products (training provided)

Why this role matters:

You’ll be part of a team that plays a vital role in shaping the client experience. Your work will directly support clients, strengthen relationships, and contribute to the continuous improvement of our services.

Apply Now

Refine Your Search

client services occupations jobs in edinburgh, edh

Client Services Consultant

Relationship Support Consultant

Service Administrator

VodafoneThree - Senior Onsite Advisor

Customer Support Accountant

Junior/Graduate Customer Support Accountant

Customer Success Manager

Service Coordinator

Customer Service Advisor - Dealer Services

Client Service Manager

Customer Executive

Account Coordinator

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