Jobtailor in Edinburgh is seeking an experienced Client Servicing professional to act as a central contact for clients, coordinating complex queries and delivering high-quality servicing.
You will build relationships with clients, Financial Planners, Paraplanners and external providers, and prepare documentation for meetings. You will manage post-meeting actions and ensure compliant records while meeting KPIs and regulatory requirements.
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Strategic Client Services Lead – Financial Planning employer: Jobtailor
As a Client Services Coordinator at our dynamic company, you will thrive in a supportive work culture that prioritises employee growth and development. We offer comprehensive training, opportunities for advancement, and a collaborative environment where your contributions are valued. Located in a vibrant area, our team enjoys a healthy work-life balance and the chance to engage with diverse clients, making every day rewarding and meaningful.
