client services occupations Work, Jobs in dunfermline, fif (with Salaries)

Client Services Consultant
Charles Stanley —Edinburgh
- Full-time
- Microsoft Outlook
- Communication skills
Customer Success & Support Coordinator
Datel Solutions —Dunfermline
- £13.71 - £14.21 an hour
- Full-time
- Customer service
- Administrative experience
- In-person
Quick apply
Customer Service Representative
Optos —Dunfermline
- Customer service
- Microsoft Office
- Communication skills
Customer Service Administrator
Optos —Dunfermline
- Microsoft Powerpoint
- Spanish
- Computer literacy
Client Services Coordinator
Change Waste Recycling Ltd —Edinburgh
- £26,228 a year
- Full-time
- Customer service
- English
- Organisational skills
- Annual leave
Quick apply
2d
Customer Liaison Officer
A.C. Whyte and Co Ltd —Perth
- Full-time
- Microsoft Word
- Microsoft Outlook
- Leadership
- Free parking
- Referral programme
Quick apply
Hire Administrator
SunbeltRentals —Loanhead
- Sales
- Customer service
- Computer literacy
Quick apply
Customer Engagement Assistant
Norty Ltd —Livingston
- £26,500 a year
- Full-time
- CRM software
- Administrative experience
- Business development
- Free parking
- Life insurance
Quick apply
5d
Customer Executive
Computacenter —Edinburgh
- Sales
- Organisational skills
- Communication skills
10h
Senior Onboarding Consultant (Logit)
triSaaS —Edinburgh
- Up to £32,000 a year
- Full-time
- Hospitality
- Microsoft Office
- Mentoring
- Free parking
- Sick pay
Quick apply
12d
Client Service - Associate
BlackRock Investments —Edinburgh
- Hybrid work
- Analysis skills
- Bachelor's degree
- In-person
- Work from home
Workplace Relationship Manager
Aegon —Edinburgh
- £33,520 - £50,280 a year
- Full-time
- Hybrid work
- Microsoft Powerpoint
- Microsoft Outlook
- Analysis skills
2d
Investor Services - Client Executive (Senior Vice President)
Citi —Edinburgh
- Full-time
- Hybrid work
- Analysis skills
- Bachelor's degree
- Continuous improvement
Workplace Relationship Manager
Aegon UK —Edinburgh
- £33,520 - £50,280 a year
- Full-time
- Hybrid work
- Microsoft Powerpoint
- Microsoft Outlook
- Analysis skills
2d
Client Relations Executive
Elior UK —Edinburgh
- £63,000 a year
- Full-time
- Analysis skills
- Contracts
- Communication skills
Quick apply
Implementation Associate
Clearwater Analytics, Ltd. —Edinburgh
- Microsoft Excel
- Microsoft Office
- SQL
Quick apply
7d
FOS & Exec Complaints Specialist
JPMorganChase —Edinburgh
- Weekend availability
- Financial services
- Communication skills
- Banking
1d
Adviser Support Executive
Morningstar —Edinburgh
- £27,600.00 - £35,166.66 a year
- Full-time
- Hybrid work
- Data entry
- Financial services
- Communication skills
1d
Accounts Executive
Crestfield Group —Edinburgh
- From £550 a week
- Full-time
- Hybrid work
- Salesforce
- Analysis skills
- Financial services
- Employee discount
Quick apply
1d
Managed Services Consultant
Addepar —Edinburgh
- Analysis skills
- Project management
- Travel
Quick apply

I want to receive the latest job alerts for client services occupations in dunfermline, fif

By signing in to your account, you agree to SimplyHired's Terms of Service and consent to our Cookie and Privacy Policy.

Explore jobs in more locations

client services occupations jobs near dunfermline, fif

Account Executive jobs in Edinburgh

Customer Service Representative jobs in Edinburgh

Customer Service Representative jobs in Dunfermline

Manager Of Workplace Operations jobs in Edinburgh

Client Services Associate jobs in Edinburgh

Administrator jobs in Loanhead

Client Relations Specialist jobs in Scotland

Entry Level International Relations jobs in London

Clinical Application Specialist jobs in London

Junior International Relations jobs in London

Client Relations Specialist jobs in London

Customer Support Coordinator jobs in Walkden

Customer Support Coordinator jobs in Portsmouth

Customer Support Coordinator jobs in Ilford

Design Coordinator jobs in London

Customer Support Coordinator jobs in Preston

Customer Service jobs in West Midlands Region

Car Sales Executive jobs in London

Account Executive jobs in Derry

Account Executive jobs in Remote

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 dunfermline, fif

Client Services Consultant

Customer Success & Support Coordinator

Customer Service Representative

Customer Service Administrator

Client Services Coordinator

Customer Liaison Officer

Hire Administrator

Customer Engagement Assistant

Customer Executive

Senior Onboarding Consultant (Logit)

Client Service - Associate

Workplace Relationship Manager

Investor Services - Client Executive (Senior Vice President)

Workplace Relationship Manager

Client Relations Executive

Implementation Associate

FOS & Exec Complaints Specialist

Adviser Support Executive

Accounts Executive

Managed Services Consultant

I want to receive the latest job alerts for client services occupations in dunfermline, fif

Explore jobs in more locations

Jobseeker tools

Employer Tools

Browse

Stay Connected