Client services consultant Work, Jobs in Edinburgh, Sct (with Salaries)

Client Services Consultant
Charles Stanley —Edinburgh
- Full-time
- Microsoft Outlook
- Communication skills
Onboarding Consultant (Logit)
triSaaS (Enhance) —Edinburgh
- Up to £26,500 a year
- Full-time
- Hospitality
- Computer literacy
- Microsoft Office
- Free parking
- Sick pay
Quick apply
Travel Consultant
Trailfinders —Edinburgh
- £44,000 - £49,000 a year
- Sales
Solution Consultant
FNZ —Edinburgh
- Full-time
- Hybrid work
- No degree
- Financial services
- Communication skills
- Life insurance
New Client Consultant
MOV8 Real Estate —Edinburgh
- £23,500 - £28,500 a year
- Full-time
- Sales
- Customer service
- IT
- Annual leave
Business Energy Advisor- Client Manager
Energy Saving Trust —Edinburgh
- £29,513 a year
- Full-time
- Remote
- Customer service
- Work from home
18h
Account Relationship Consultant
M&G plc —Edinburgh
- Full-time
- Hybrid work
- Annual leave
7d
Retail Sales Consultant - H Beauty
ELEMIS —Edinburgh
- Full-time
- Sales
- Leadership
- Employee assistance programme
- Employee discount
Quick apply
Senior Consultant/Managing Consultant (Economist)
SQW —Edinburgh
- £45,000 - £60,000 a year
- Full-time
- Hybrid work
- Communication skills
- Python
Quick apply
4h
Customer Service Consultant
Cencora —Edinburgh
- Full-time
- Microsoft Word
- Microsoft Excel
- Customer service
3d
Implementation Consultant
System C —Edinburgh
- Full-time
- Travel
- Communication skills
Property Sales Consultant
MOV8 Real Estate —Edinburgh
- £23,500 - £28,500 a year
- Weekend availability
- Sales
- Customer service
- English
ISO Lead Auditor / ISO Consultant - Scotland
IMSM —Edinburgh
- Hybrid work
- Organisational skills
- Communication skills
Travel Consultant
The Toon Travel —Bo'ness
- From £12.71 an hour
- Part-time
- Customer service
- Microsoft Office
- Continuous improvement
- Free parking
- Employee discount
Quick apply
12h
Implementation Consultant - Pensions Development
Civica —Edinburgh
- Remote
- Microsoft Word
- Microsoft Excel
- Azure
- Annual leave
- Referral programme
Quick apply
Advisory Consultant - Procurement
AECOM —Edinburgh
- Full-time
- Hybrid work
- Management
- Communication skills
Consultant – Real Estate Advisory
Turner & Townsend —Edinburgh
- Full-time
- Hybrid work
- Microsoft Excel
- Data analysis skills
- Organisational skills
Quick apply
Senior Business Travel Consultant - Spanish speaking
Perk —Edinburgh
- Full-time
- Hospitality
- Bar
- Spanish
- Relocation assistance
- Life insurance
Data Services Actuary (Associate Consultant/Consultant)
Lane Clark & Peacock —Edinburgh
- Hybrid work
- Microsoft Powerpoint
- Microsoft Excel
- Microsoft Office
- Annual leave
- Employee discount
Data Consultant (Edinburgh)
Auticon —Edinburgh
- £25,000 - £40,000 a year
- Hybrid work
- Azure
- Doctoral degree
- Data analysis skills
- Annual leave

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client services consultant jobs near edinburgh, sct

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 consultant jobs in edinburgh, sct

Client Services Consultant

Onboarding Consultant (Logit)

Travel Consultant

Solution Consultant

New Client Consultant

Business Energy Advisor- Client Manager

Account Relationship Consultant

Retail Sales Consultant - H Beauty

Senior Consultant/Managing Consultant (Economist)

Customer Service Consultant

Implementation Consultant

Property Sales Consultant

ISO Lead Auditor / ISO Consultant - Scotland

Travel Consultant

Implementation Consultant - Pensions Development

Advisory Consultant - Procurement

Consultant – Real Estate Advisory

Senior Business Travel Consultant - Spanish speaking

Data Services Actuary (Associate Consultant/Consultant)

Data Consultant (Edinburgh)

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