Client Service Officer

🔒 Confidential Employer
Posted 7 May 2026
LOCATION
Edinburgh
TYPE
Contract
LEVEL
Mid-Senior level
CATEGORY
Finance & Accounting
This employer holds a UK Home Office sponsor license — sponsorship for this specific role is at the employer’s discretion

SKILLS

Client relationship building Financial analysis Communication skills Project management Problem-solving Digital tools proficiency Process improvement Root cause analysis

FULL DESCRIPTION

Client Service Officer

Reference: 1660045 | Location: Edinburgh | Job Type: Contract or Temp | Expires: 28/05/2026

Job Description

[Employer hidden — sign up to reveal] are seeking a highly motivated Client Service Associate to join a dynamic and fast-paced financial services environment. This is an excellent opportunity for a client-focused professional who thrives on building strong relationships, solving complex challenges, and delivering an exceptional client experience.

As a key point of contact, you will work closely with clients and internal stakeholders to ensure seamless service delivery, proactive communication, and continuous improvement across all client touchpoints.

Key Responsibilities

  • Build strong client relationships, foster connectivity, and effectively manage expectations.
  • Navigate internal teams and resources to develop solutions to service challenges, creating a seamless and responsive client experience.
  • Drive the client experience agenda, ensuring transparency, consistency, and excellence in all client communications.
  • Participate in regulatory, platform, and client-related projects, supporting successful implementation and execution.
  • Take ownership of the end-to-end client service experience, including implementation impacts on client arrangements.
  • Ensure timely and accurate delivery of key client deliverables, including invoices, reporting, price files, and data, by working collaboratively across functions.
  • Manage new operational requests, such as reporting changes, and provide clear updates to relevant stakeholders upon completion.
  • Identify, remediate, and conduct root cause analysis of operating events that may impact the client experience, implementing long-term process improvements and mitigation strategies.

Requirements

  • Bachelor's degree in Finance, Business, or a related discipline, or equivalent relevant experience.
  • Proven experience in client service, financial analysis, or a related role within financial services.
  • Strong analytical skills with the ability to interpret data, identify trends, and make informed decisions.
  • Excellent communication and interpersonal skills, with the ability to build relationships internally and externally.
  • Ability to manage multiple priorities effectively in a fast-paced, deadline-driven environment.
  • Proficiency with digital tools and platforms used for client engagement and service delivery.
  • Positive, proactive, and solutions-oriented mindset with a passion for delivering world-class client experiences.

Additional Information

This is an exciting opportunity to join a high-performing team where client service excellence is at the heart of everything they do. You will gain broad exposure across operations, relationship management, and strategic projects while developing your career in a leading financial services organisation.

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