Client Services - Financial Services 12 month contract

Eden Scott's Client are a leading financial services firm based in the heart of Edinburgh, committed to providing exceptional financial solutions and services to a diverse clientele. The team is dedicated to excellence, integrity, and customer satisfaction, and looking for a talented Client Services Administrator to join our expanding team.

Key Responsibilities:

• Act as the first point of contact for client inquiries, providing outstanding customer service and support.
• Manage and maintain client accounts, ensuring all information is accurate and up-to-date.
• Assist in the preparation and processing of financial documents and reports.
• Coordinate and schedule client meetings, ensuring all relevant documentation is prepared and available.
• Support the financial advisors and other team members with administrative tasks and client follow-ups.
• Maintain confidentiality and handle sensitive client information with discretion.
• Continuously seek ways to improve processes and enhance client satisfaction.

Requirements:

• Previous experience in a client services or administrative role, preferably within the financial services industry.
• Excellent communication and interpersonal skills.
• Strong organizational skills with the ability to manage multiple tasks and deadlines.
• Proficiency in Microsoft Office Suite (Word, Excel, Outlook).
• High attention to detail and accuracy.
• Ability to work independently and as part of a team.
• Knowledge of financial products and services is an advantage.

What We Offer:

• Competitive salary and benefits package.
• Opportunity for professional development and career advancement.
• A supportive and collaborative work environment.
• Convenient location in the vibrant city of Edinburgh.

This position may be just one of numerous opportunities we are handling that you could have an interest in pursuing. If you have not been in touch with us before, please call on or drop off a CV to Karen.kerr@edenscott.com and we will make sure that most relevant Consultant gets back to you as soon as possible. Please note that we never send CVs anywhere without your prior consent