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Idex Consulting is working with a boutique Discretionary Fund Management (DFM) firm to recruit a Client Services Executive for their Edinburgh office. As a Client Services Executive, you will be a central point of contact for clients and intermediaries, ensuring smooth communication, accurate processing of instructions, and proactive support across all client servicing activity. You’ll work closely with portfolio managers, operations, compliance, and data teams to ensure an efficient and compliant client journey. Key Responsibilities: • Act as a main point of contact for clients and intermediaries, • Handle queries, instructions, and maintain accurate client records, • Prepare meeting packs and support client reporting and valuations, • Assist with onboarding, including KYC and suitability checks, • Coordinate with Operations, Risk & Compliance, and Data teams, • Process client payments following verification, • Support general office duties including admin, diary and reception cover About you: • Level 3 IOC (Investment Operations Certificate) or willingness to study towards, • Ideally 2 years’ experience in a similar client services or financial services role (entry-level candidates with strong potential also considered), • Strong communication and organisational skills, • CRM experience (e.g. Xplan) desirable Additional Information: • Some travel to London required for initial training

CRM Executive Edinburgh or Glasgow (Hybrid 3 days in the office) £30,000 - £32,000 About the Company This Scottish Law Practice has a genuine commitment to the communities they serve and a culture thats collaborative, agile and refreshingly free of hierarchy. CRM sits at the heart of how they unde

Join us as a Customer Relationship Management (CRM) Manager within the Brand and Customer Engagement team supporting the Servicing and Regulatory Communications function. To be successful as a Customer Relationship Management (CRM) Manager, you should have the following experience:. Experience in CR

Are you a detail-oriented professional with a knack for sales support and data management? This role in Newbridge, Edinburgh, offers a dynamic environment where your skills can truly shine. As a Sales Support Executive, you will play a pivotal role in ensuring the smooth operation of sales activities, providing critical support to the Sales & Plant Operations Director and the wider sales team. Your ability to maintain high-quality data, consistent processes, and timely reporting will help the team prioritise effectively and improve customer outcomes. You will be the backbone of the sales operation, ensuring that every detail is captured and every opportunity is maximised. In this position, you will be responsible for identifying and qualifying bid and tender opportunities, coordinating inputs from various departments to produce compelling submissions. Your analytical skills will be put to good use as you produce weekly and monthly reports, highlighting risks, opportunities, and actionable insights. The role also involves coordinating key account reviews, maintaining account plans, and providing administrative support for marketing projects. Your organisational skills will ensure that customer rates, pricing, and SLAs are accurately administered and communicated. This is not just a job; it's a chance to be a key player in a team that values precision, efficiency, and proactive problem-solving. The working hours are 8:00 am to 5:00 pm, Monday to Friday. Ideal candidates will have previous experience in sales support, commercial administration, or bid/tender coordination, preferably in a B2B environment. Proficiency in CRM and reporting tools, strong attention to detail, and excellent organisational skills are essential. Clear written communication and stakeholder management abilities will set you apart. Seize the chance to elevate your career in a role that offers both challenge and reward. Apply now and become an integral part of a team dedicated to excellence in sales support and commercial performance. The working hours are 8:00 am to 5:00 pm, Monday to Friday