Client Services & Resolution Specialist

Raymond James UK; City of Edinburgh; On-site; GBP 24,000 - 32,000; Full time

Job summary

Raymond James UK is seeking a proactive Client Service role in Edinburgh to deliver excellent administrative support across channels. You will process client tasks, manage workflows, and collaborate with internal teams to resolve queries while building familiarity with our services and market tools.

Develop your client interaction skills, learn FCA/regulatory basics, and contribute to continuous service improvements in a busy, supportive environment.

Qualifications

• Clear, client-friendly communication is essential.
• Attention to detail and accuracy in processing tasks.
• Ability to juggle multiple tasks in a fast-paced environment.

Responsibilities

• Process client tasks from multiple channels with accuracy and within timeframes.
• Manage workflows including printing, scanning and postal processes.
• Collaborate with internal teams to resolve queries and complete instructions end-to-end.
• Maintain accurate records and share client feedback to improve digital services.

Skills

Strong communication

Attention to detail

Prioritisation

Problem solving

Teamwork

Education

CISI Introduction to Securities & Investments

Tools

Order Routing

AS400

CRM

Outlook

Excel

Job description

Raymond James UK is seeking a proactive Client Service role in Edinburgh to deliver excellent administrative support across channels. You will process client tasks, manage workflows, and collaborate with internal teams to resolve queries while building familiarity with our services and market tools.

Develop your client interaction skills, learn FCA/regulatory basics, and contribute to continuous service improvements in a busy, supportive environment.