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| Job Location | Edinburgh |
| Education | Not Mentioned |
| Salary | £30,000 - £35,000 per annum, inc benefits |
| Industry | Not Mentioned |
| Functional Area | Not Mentioned |
| Job Type | Permanent, full-time |
Our client a well-established International Wealth Management Company is seeking a client services team leader to join the Edinburgh office.Key Responsibilities Manage client services inflow and outflow tasks Delegate work to client services team Manage the team’s workload Assist with the management of adviser/client appointments Creation and management of processes Management of case progress, ensuring a smooth handling of transacted business.Required Skills and Qualifications Must havefinancial services admin role (Preferably with an IFA firm) Knowledge of financial CRM systems preferably XplanFor further information, please call Lynn Wilson on or email