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

Client Services Consultant
Charles Stanley —Edinburgh
- Full-time
- Microsoft Outlook
- Communication skills
Client Service - Associate
BlackRock Investments —Edinburgh
- Hybrid work
- Analysis skills
- Bachelor's degree
- In-person
- Work from home
Client Services Coordinator
Change Waste Recycling Ltd —Edinburgh
- £26,228 a year
- Full-time
- Customer service
- English
- Organisational skills
- Annual leave
Quick apply
Customer Support Executive
Heineken International B.V. —Edinburgh
- £26,000 a year
- Full-time
- Hybrid work
- Customer service
- Communication skills
- Employee discount
Quick apply
2d
Customer Success Manager (UK)
Dayshape —Edinburgh
- £40,000 - £50,000 a year
- Full-time
- Hybrid work
- Presentation skills
- Accounting
- Organisational skills
- Employee assistance programme
Quick apply
1d
Customer Support Accountant
FreeAgent —Edinburgh
- £31,500 - £35,500 a year
- Full-time
- Hybrid work
- Customer service
- Computer literacy
- Accounting
Quick apply
Customer Executive
Computacenter —Edinburgh
- Sales
- Organisational skills
- Communication skills
Implementation Associate
Clearwater Analytics, Ltd. —Edinburgh
- Microsoft Excel
- Microsoft Office
- SQL
Quick apply
Enablement Manager, Client Connectivity
HSBC Global Services Limited —Edinburgh
- Full-time
- Project management
- Organisational skills
- Communication skills
13d
Customer Service Administrator
GAP Group —Falkirk
- Full-time
- Microsoft Outlook
- Sales
- Customer service
Adviser Support Executive
Morningstar —Edinburgh
- £27,600.00 - £35,166.66 a year
- Full-time
- Hybrid work
- Data entry
- Financial services
- Communication skills
Customer Service Administrator
Optos —Dunfermline
- Microsoft Powerpoint
- Spanish
- Computer literacy
Junior/Graduate Customer Support Accountant
FreeAgent —Edinburgh
- £27,500 - £31,500 a year
- Full-time
- Hybrid work
- Customer service
- Computer literacy
- Accounting
Quick apply
7d
Accounts Executive
Crestfield Group —Edinburgh
- From £550 a week
- Full-time
- Hybrid work
- Salesforce
- Analysis skills
- Financial services
- Employee discount
Quick apply
Customer Service Representative
Optos —Dunfermline
- Customer service
- Microsoft Office
- Communication skills
Hire Controller
SunbeltRentals —Livingston
- Sales
- Customer service
- Computer literacy
- Annual leave
Quick apply
2d

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Client Services Associate
Seven Investment Management —Edinburgh
This role is suitable for those looking for their first professional opportunity after school or university. Suitable for school leavers or graduates.
Client Services Consultant
Charles Stanley —Edinburgh
Supporting client enquiries across telephone, live chat, email and secure messaging. As your confidence develops, you’ll also build skills in direct client…

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client services occupations 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 occupations jobs in edinburgh, sct

Client Services Consultant

Client Service - Associate

Client Services Coordinator

Customer Support Executive

Customer Success Manager (UK)

Customer Support Accountant

Customer Executive

Implementation Associate

Enablement Manager, Client Connectivity

Customer Service Administrator

Adviser Support Executive

Customer Service Administrator

Junior/Graduate Customer Support Accountant

Accounts Executive

Customer Service Representative

Hire Controller

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