You are here

Client Relationship Support Administrator


Client Relationship Support Assistant

Eden Scott's client has excellent opportunity for Client Relationship Support Assistant. Our client is a prestigious investment firm in the centre of Edinburgh. The successful individual will work with the Client Relationship Management team and this area of the business is the main point of contact for clients on a day to day basis. You will ensure team needs are met and will to co-ordinate and deal with any queries that fall outside any of the operational team.

The team are key in ensuring clients are kept abreast of any new service offerings, regulatory updates and generally making sure they are in the loop on all client related activity.

Key Responsibilities:

  • Support the Client Relationship Management Team in the production of client presentations, documentation and regular/adhoc reports - e.g. monthly MI packs and service reviews

  • Liaising with clients and suppliers to answer queries and escalating where appropriate

  • Communicate professionally and effectively with clients, assisting in the delivery of quality to clients

  • Support project work where data analysis or input is required

  • Support the CRM team with administration tasks as required ie Fee processing and checking of output for clients (Client Report Packs)

  • Assist the CRM Team with oversight and tracking of operational queries to help ensure the maintenance of service levels

  • Administer the tracking of key team tasks and deliverables

Person Specification

  • Financial Services awareness
  • Previous investment Operation Background is essential
  • Sound knowledge of investments products
  • Excellent communication skills
  • Attention to details
  • Team player

Eden Scott offers the services of an employment agency for permanent work and an employment business for temporary work.

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 0131 550 1100 or drop off a CV at 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.

Apply for this job

Allowed extensions: doc docx pdf
This question is for testing whether or not you are a human visitor and to prevent automated spam submissions.
Advanced Search