client services occupations Work, Jobs in scotland (with Salaries)

Client Services Consultant
Charles Stanley —Edinburgh
- Full-time
- Microsoft Outlook
- Communication skills
Client Services Coordinator
Change Waste Recycling Ltd —Edinburgh
- £26,228 a year
- Full-time
- Customer service
- English
- Organisational skills
- Annual leave
Quick apply
2d
Client Service - Associate
BlackRock Investments —Edinburgh
- Hybrid work
- Analysis skills
- Bachelor's degree
- In-person
- Work from home
Apprentice Regional Membership Retention Assistant
Unite the union —Dundee
- £34,203 - £36,595 a year
- Full-time
13d
Customer Liaison Officer
A.C. Whyte and Co Ltd —Dundee
- Full-time
- Leadership
- Free parking
- Referral programme
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 Hire & Sales Coordinator
GAP Group —Glasgow
- Full-time
- Communication skills
Customer Executive
Computacenter —Edinburgh
- Sales
- Organisational skills
- Communication skills
13h
Customer Services Co-Ordinator
Unity Well Integrity UK/Europe Limited —Aberdeen
- Part-time
- Microsoft Outlook
- Customer service
- ERP systems
Quick apply
9d
Investor Services - Client Executive (Senior Vice President)
Citi —Edinburgh
- Full-time
- Hybrid work
- Analysis skills
- Bachelor's degree
- Continuous improvement
Customer Service Coordinator
Smurfit Westrock —Uddingston
- Full-time
- Annual leave
17h
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
Customer Service Advisor
SunbeltRentals —Aberdeen
- £29,724 a year
- Sales
- Customer service
- Computer literacy
Quick apply
8d
Customer Service Representative
Optos —Dunfermline
- Customer service
- Microsoft Office
- Communication skills
Customer Service Support Specialist
Hewlett Packard Enterprise —Erskine
- Full-time
- Microsoft Excel
- Project management
- Organisational skills
5d
Customer Success Manager
Volaris Group Inc. —Scotland
- £40,000 - £50,000 a year
- Full-time
- Sales
- Marketing
- Bachelor's degree
- Work from home
- Sick pay
16h
Large Corporate Client Executive - German-speaking
The Cigna Group —Greenock
- Full-time
- Hybrid work
- Microsoft Powerpoint
- Microsoft Word
- Microsoft Excel
Hire Administrator
SunbeltRentals —Loanhead
- Sales
- Customer service
- Computer literacy
Quick apply
Client Relations Executive
Elior UK —Edinburgh
- £63,000 a year
- Full-time
- Analysis skills
- Contracts
- Communication skills
Quick apply
Customer Success Executive
MHouse Business Solutions Ltd —Motherwell
- From £25,000 a year
- Full-time
- Hospitality
- Sales
- Marketing
- Free parking
Quick apply
6d

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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 scotland

Client Services Consultant

Client Services Coordinator

Client Service - Associate

Apprentice Regional Membership Retention Assistant

Customer Liaison Officer

Customer Engagement Assistant

Customer Hire & Sales Coordinator

Customer Executive

Customer Services Co-Ordinator

Investor Services - Client Executive (Senior Vice President)

Customer Service Coordinator

Senior Onboarding Consultant (Logit)

Customer Service Advisor

Customer Service Representative

Customer Service Support Specialist

Customer Success Manager

Large Corporate Client Executive - German-speaking

Hire Administrator

Client Relations Executive

Customer Success Executive

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