Job description


  • Entry level
  • No Education
  • Salary to negotiate
  • Edinburgh


Client Relations Manager (Financial Services)

Excellent Salary



Posted Thursday 27th June 2019

Start date Aug – Sep 2019

Meraki Talent’s leading Financial Services client is shortlisting for a Client Relations Team Lead to join their growing team in Edinburgh on a permeant basis. This role forms an integral part of the business’ strategy for continued growth, building and developing relationships with new and existing clients. The key requirements for this role are a track record for the provision of and a passion for exceptional client service delivery, leadership experience and experience working with Financial Advisers.

What can the company offer you?

-Job security, whilst other organisations are moving away from Edinburgh, our client is expanding their operations in Scotland

-Market leading opportunities for progression off the back of the companies continues growth

-A progressive working culture with a true focus on people development and collaboration

Responsibilities of the Client Relations Advisor (Financial Services):

-Mange your own portfolio of business partners, building relationships and taking ownership of their accounts 

-Facing off to and providing excellent service to both external and internal clients, ensuring that they are at the heart of everything you do

-Managing queries and service levels ensuring that best possible customer outcomes are achieved

-Having a focus on process improvement and supporting the design and implementation of new frameworks

-Leading and developing your team of staff

Background of the Client Relations Advisor (Financial Services):

-Pasion for service delivery and building strong and lasting relationships

-Team Leadership experience

-Ideally, experience working within a Fund Management, Asset Servicing or Fund Platform business

-Experience working with Financial Advisers  

-A good understanding of financial products, legislation and procedures

Is this job for you?  At Meraki, we love recruitment and love words. Is this you?

Ben wants: Client Relationships, Service Delivery, Edinburgh, Investment Operations

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  • recruitment