client relationship support Work, Jobs in bishopbriggs, sct (with Salaries)

Client Relationship Support
AAB —Bishopbriggs
- Hybrid work
- Microsoft Powerpoint
- Microsoft Word
- Microsoft Excel
- Annual leave
- Employee assistance programme
4d
Customer Service Advisor
Barclays —Glasgow
- £26,700 a year
- Hybrid work
- Customer service
- Microsoft Office
- Administrative experience
Travel Sales Consultant
Trailfinders —Glasgow
- £44,000 - £49,000 a year
- Full-time
- Sales
- Employee discount
- Sick pay
Client Service Advisor
Barclays —Glasgow
- Monday to Friday
- Customer service
- Administrative experience
- Communication skills
Customer Support Advisor
Golden Charter Limited —Glasgow
- £25,500 a year
- Full-time
- Hybrid work
- Microsoft Word
- Microsoft Excel
- Microsoft Outlook
Buying Administrator
Chisholm Hunter Ltd —Glasgow
- Full-time
- Merchandising
- Microsoft Office
- Data entry
Quick apply
Call Centre - Customer Support Representative (Q326G)
Capquest Debt Recovery Limited —Glasgow
- £28,163.20 a year
- Full-time
- Hybrid work
- Customer service
- English
- Communication skills
- Employee assistance programme
- Employee discount
Quick apply
8d
Call Centre - Customer Support Representative (VQ326G)
Capquest Debt Recovery Limited —Glasgow
- £28,163.20 a year
- Full-time
- Hybrid work
- Customer service
- English
- Communication skills
- Employee assistance programme
- Employee discount
Quick apply
8d
Customer Service Expert
Teleperformance —Glasgow
- £12.71 an hour
- Full-time
- Customer service
- In-person
- Paid training
- Employee assistance programme
Resourcing Assistant
AAB —Glasgow
- Hybrid work
- Administrative experience
- Organisational skills
- Communication skills
- Annual leave
- Employee assistance programme
14d
Sales Executive - Glasgow
Corinthian Sports —Glasgow
- £30,000 - £50,000 a year
- Full-time
- Organisational skills
- In-person
- Employee discount
- Referral programme
Quick apply
2d
Receptionist/Host/Hostess - Full Time
Shield facilities management Ltd —Glasgow
- Up to £26,500 a year
- Full-time
- Microsoft Word
- Customer service
- Accounting
- Free parking
Quick apply
1d
Client Relations Executive
Elior UK —Glasgow
- £63,000 a year
- Full-time
- Analysis skills
- Contracts
- Communication skills
Quick apply
Customer Service Supervisor
Teleperformance —Glasgow
- £33,000 a year
- Full-time
- Management
- Customer service
- Computer skills
2d
Personal Assistant
Hays —Glasgow
- Up to £33,000 a year
- Microsoft Office
- Administrative experience
- Organisational skills
8h
Associate - Large Loss/Catastrophic Injury Claims
Keoghs —Glasgow
- Full-time
- Hybrid work
- Office experience
- Employee discount
Quick apply
SAP Basis Application Support
CGI —Glasgow
- Full-time
- Hybrid work
- Microsoft Word
- ERP systems
- Communication skills
Quick apply
Project Support Officer
KBR —Glasgow
- Full-time
- Hybrid work
- Microsoft Powerpoint
- SharePoint
Entry Level Sales Executive
Acier Sales —Glasgow
- From £26,000 a year
- Full-time
- CRM software
- Sales
- English
Quick apply
12h
Client Services Associate
AccessFintech —Glasgow
- Full-time
- Hybrid work
- Customer service
- English
- Analysis skills
Quick apply

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client relationship support jobs near bishopbriggs, sct

Client Relationship Support

AAB -
Bishopbriggs

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Job details

Permanent
4 days ago

Benefits

Annual leave
Company pension
Employee assistance programme
Private medical insurance
Paid volunteer time
Flexible schedule

Qualifications

Microsoft Powerpoint
Microsoft Word
Financial planning
Microsoft Excel
Microsoft Outlook
Organisational skills
Financial services
Communication skills
Certificate in Insurance

Full job description

Description

DISCOVER YOUR POTENTIAL. BUILD YOUR CAREER. JOIN US AT AAB.

AAB is a leading professional services firm operating across the UK, Ireland, and the USA. We specialise in the mid-market, supporting individuals, family businesses, and organisations with a full suite of services including audit, tax, corporate finance, payroll, people consultancy, and wealth management. With 1,000+ team members, we deliver expert support to clients all over the world.

EVERYONE HAS THE AABILITY TO SUCCEED- WE’LL HELP YOU GET THERE.

Our people are at the heart of everything we do. We succeed together as one team, building strong client relationships through passion, empathy, and straightforward advice. That’s what makes AAB different. We invest in brilliant talent across every area of the business, offering tailored training, professional qualifications, and continuous support to help you grow.

Your growth matters to us. We’ll give you the tools, encouragement, and opportunities to lead, learn, and make an impact. Guided by our six core values, we foster a culture where collaboration, trust, and enthusiasm thrive.

AABSOLUTELY DEDICATED TO HELPING YOU ACHIEVE YOUR GOALS

At AAB, your career is what you make it. We are here to help you turn ambition into action, whether that’s becoming a technical expert, a future leader, or someone who simply makes a difference every day. If you're ready to be part of a team that’s united by purpose and driven by values, we’d love to hear from you.

ESG COMMITTMENT

We take our responsibility seriously. From reducing our environmental impact, to supporting education through training and talent programmes, to giving back to our local communities with our charitable initiative ABBIE- ESG is part of who we are.

ROLE PURPOSE

Key duties & responsibilities

Record and maintain accurate client records on our back-office system and ensure all client communications are recorded.
Prepare, process and monitor the delivery of new and existing client work, ensuring clients always receive high quality service.
Prepare the necessary client packs and documentation ahead of all meetings.
Liaise with product and investment providers and collate information accordingly.
Ensure the planners, and clients, are updated regularly and in a timely manner throughout the client journey.
Review client files upon completion of business.
Work to target Key Performance Indicators / Service Level Agreements.
Actively promote ideas and suggestions and participate in all business improvements as part of the firm’s commitment to continuous improvement.
Adhere to regulatory conduct rules and understand professional ethics and the firm’s methods and standards of working.

Experience & qualifications

PERSON SPECIFICATION

QUALIFICATIONS

Certificate in Financial Services (Cert CII (FS)) – units R01 & LP2 (minimum/working towards)
Working towards CII Diploma in Regulated Financial Planning (DipPFS)

EXPERIENCE

Previous experience of working in a similar role
Experience of working to tight deadlines

KNOWLEDGE

Knowledge of Microsoft Outlook, Word, Excel, PowerPoint and relevant software packages
Working knowledge of relevant legislation and industry best practice
Knowledge of financial products and plans

SKILLS & QUALITIES

Excellent organisational skills
Strong communication skills – both written and oral
Excellent attention to detail
Problem solving skills
Ability to have the client at the heart of what we do
Good team player with the ability to build effective relationships at all levels
Ability to work on own initiative and to tight deadlines
Self-motivated, with an ability to develop ideas into practice

WHAT AAB OFFER

We want you to feel supported inside and outside of work. That’s why we offer a benefits package designed for your wellbeing, lifestyle, and career.

Time Off & Family Support

Annual leave (plus public holidays), with the option to buy or carry over leave
Enhanced parental leave (maternity, paternity, adoption)
Paid volunteering day to support causes that matter to you

Health & Wellbeing

Private Medical Insurance (PMI) for you and the option to cover family members
Employee Assistance Programme (EAP) for 24/7 mental health and wellbeing support
Death in Service benefit

Financial Security

Competitive pension scheme
Life assurance policies to support you and your family

Flexible & Agile Working

Hybrid working model
Agile working culture that supports flexible hours and smarter working
Modern office spaces designed for collaboration, focus, and wellbeing

Disclaimer
Unsolicited CVs sent to AAB by Recruitment Agencies will not be accepted for this position. AAB operates a direct sourcing model and where agency assistance is required, the Talent Acquisition team will engage directly with our recruitment partners.

About AAB

Apply Now

Refine Your Search

client relationship support jobs in bishopbriggs, sct

Client Relationship Support

Customer Service Advisor

Travel Sales Consultant

Client Service Advisor

Customer Support Advisor

Buying Administrator

Call Centre - Customer Support Representative (Q326G)

Call Centre - Customer Support Representative (VQ326G)

Customer Service Expert

Resourcing Assistant

Sales Executive - Glasgow

Receptionist/Host/Hostess - Full Time

Client Relations Executive

Customer Service Supervisor

Personal Assistant

Associate - Large Loss/Catastrophic Injury Claims

SAP Basis Application Support

Project Support Officer

Entry Level Sales Executive

Client Services Associate

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