Client Services Specialist — Path in FP
Job in
Stirling, Stirlingshire, AB42, Scotland, UK
Listed on 2026-02-07
Listing for:
Boston Stanley Recruitment Services
Full Time
position Listed on 2026-02-07
Job specializations:
-
Finance & Banking
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Customer Service/HelpDesk
Job Description & How to Apply Below
A leading financial planning practice in Scotland is seeking a Client Services Officer to provide exceptional client support and ensure smooth operations. You will be the first point of contact for clients, building strong relationships while supporting advisers. Ideal candidates will have experience in client services within the financial industry, excellent communication skills, and proficiency in relevant software. Enjoy a collaborative culture, strong progression opportunities, and a generous leave entitlement in this role.
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