Client Services Associate salaries in Scotland

Minimum of 2-3 years’ experience in a Financial Services company. Creating Statements of Suitability (SOS) for clients post meeting and ensuring the annual…

This role is suitable for those looking for their first professional opportunity after school or university. Suitable for school leavers or graduates.

Answering and dealing with general telephone and email requests from external customers and internal departments and colleagues.

To handle day-to-day administrative matters (e.g. payment processing, account opening, foreign exchange, deposit requirements) with a particular emphasis on…

We help our clients, their employees, members and customers make decisions that have real and direct consequences on their financial futures.

Discounted legal fees and access to a travel loan scheme. A calm, client‑focused approach with the ability to build trusted relationships.