Crm consultant Work, Jobs in Edinburgh, Edh (with Salaries)

Client Services Consultant
Charles Stanley —Edinburgh
- Full-time
- Microsoft Outlook
- Communication skills
Senior Account Executive - AI Software Sales & professional services
MaxAccelerate —Edinburgh
- Full-time
- Remote
- Oracle
- Sales
- Salesforce
Quick apply
: Business Developer - FlexTeam Pods (Salesforce & CRM Services)
MaxAccelerate —Edinburgh
- Full-time
- Remote
- Sales
- Business development
- Contracts
Quick apply
Digital Consultant
Squiz —Edinburgh
- Full-time
- Hybrid work
- Salesforce
- Travel
- Communication skills
Quick apply
D365 CE Functional Consultant
Cognizant —Edinburgh
- Full-time
- Hybrid work
- Azure
- Sales
- Customer service
Recruitment Consultant - Interim Accountancy & Finance
AJ Connect —Edinburgh
- £26,000 - £28,000 a year
- Full-time
23h
Senior Contract Recruiter / Business Development (Salesforce) Urgent
MaxAccelerate —Edinburgh
- Full-time
- Remote
- Salesforce
- Business development
Quick apply
Senior Account Manager
Air IT —Edinburgh
- Full-time
- Hybrid work
- CRM software
- Azure
- Sales
- Annual leave
- Employee assistance programme
Local Growth & Field Community Lead
Lightspeed Commerce, Inc. —Edinburgh
- Full-time
- Remote
- Hospitality
- Google Suite
- IT
Quick apply
Specialist Cardiac Physiologist
NHS Scotland —Kirkcaldy
- £43,231 - £52,679 a year
- Bachelor's degree
11d
Integrations Solutions Architect
Addepar —Edinburgh
- APIs
- Communication skills
Quick apply

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crm consultant jobs near edinburgh, edh

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

crm consultant jobs in edinburgh, edh

Client Services Consultant

Senior Account Executive - AI Software Sales & professional services

: Business Developer - FlexTeam Pods (Salesforce & CRM Services)

Digital Consultant

D365 CE Functional Consultant

Recruitment Consultant - Interim Accountancy & Finance

Senior Contract Recruiter / Business Development (Salesforce) Urgent

Senior Account Manager

Local Growth & Field Community Lead

Specialist Cardiac Physiologist

Integrations Solutions Architect

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