7 results for Client Services in Scotland

Client Manager

Edinburgh, Edinburgh
remote
Permanent
35000 - 45000 GBP / Yearly
Robert Half is delighted to be working with a growing independent accountancy firm in Edinburgh who look to add a new Client Manager to their tight knit team.As a Client Manager, you'll play a key supporting role within the client services team, helping to deliver accurate and timely financial information. You'll assist with core compliance tasks, contribute to the smooth running of client accounts, and gain exposure to a wide range of accounting processes.You'll work closely with senior team members and have the opportunity to develop your skills in a dynamic and supportive environment.Suitable applicants must have prior experience of working within an accountancy practice setting. Day-to-day responsibilities include:<ul><li>Assisting in the preparation of year-end accounts using IRIS</li><li>Supporting the completion of corporation tax and self-assessment returns</li><li>Preparing VAT returns and reviewing data for accuracy</li><li>Responding to client queries in a timely and professional manner</li><li>Assisting with bookkeeping and management accounts preparation</li><li>Maintaining Xero certification and supporting clients with cloud software queries</li><li>Ensuring compliance with AML procedures under supervision</li><li>Contributing to internal process improvements and team initiatives</li><li>Supporting ad hoc tasks and projects as directed by senior staff or directors</li></ul>About You We're looking for someone who's enthusiastic, detail-oriented, and eager to grow within a practice environment. You'll enjoy working with clients and colleagues alike, and bring a proactive, can-do attitude to your work.You'll ideally be:<ul><li>Part-qualified (ACCA/ICAS/ACA), studying, or qualified by experience</li><li>Familiar with preparing accounts and tax returns within a practice setting (essential)</li><li>Comfortable using cloud accounting software (Xero experience preferred)</li><li>Organised and able to manage multiple tasks efficiently</li><li>A good communicator with a client-focused mindset</li><li>Keen to learn and contribute to a culture of continuous improvement</li></ul>What's on Offer <ul><li>Competitive salary between £35,000 - £45,000 per annum, dependent on experience</li><li>Hybrid working model with flexibility around office/home balance</li><li>Supportive and inclusive team culture</li><li>Exposure to a varied and interesting client base</li></ul>The salary range/rates of pay is dependent upon your experience, qualifications or training.Robert Half Ltd acts as an employment business for temporary positions and an employment agency for permanent positions. Robert Half is committed to diversity, equity and inclusion. Suitable candidates with equivalent qualifications and more or less experience can apply. Rates of pay and salary ranges are dependent upon your experience, qualifications and training. If you wish to apply, please read our Privacy Notice describing how we may process, disclose and store your personal data: roberthalf.com/gb/en/privacy-notice.<img src="https://counter.adcourier.com/cmVnZ2llLm1jbWFob24uNTIzNTUuMTA5MjNAcmhpLmFwbGl0cmFrLmNvbQ.gif">
2026-01-09T16:52:05Z

Customer Service Administrator

Edinburgh, Edinburgh
remote
Permanent
27000 - 30000 GBP / Yearly
<h2 data-start="236" data-end="282">Customer Service Administrator</h2>Full-time | Permanent | Edinburgh (Office-based)An established, long-standing business based in Edinburgh is seeking a Customer Service & Administration Officer to join their close-knit team. This is a permanent, office-based role offering variety, responsibility, and the opportunity to become a key part of day-to-day operations within a supportive and friendly working environment.The organisation is family-run, with a high staff retention rate and a relaxed, collaborative culture where everyone supports one another.<h3 data-start="824" data-end="838">The Role</h3>This is a hands-on role supporting the smooth running of the office and wider operations. You will be involved in customer service, administration, order coordination, and liaising with internal teams and external suppliers.This position is ideally full-time (Monday to Friday, 9am-5pm)<h3 data-end="1233" data-start="1207">Key Responsibilities</h3><ul data-end="1976" data-start="1235"><li data-start="1235" data-end="1298">Providing high-quality customer service via phone and email</li><li data-start="1299" data-end="1372">Handling day-to-day administrative tasks to support office operations</li><li data-start="1373" data-end="1433">Processing payments and carrying out basic banking tasks</li><li data-end="1488" data-start="1434">Managing stock orders, invoicing, and stock checks</li><li data-end="1564" data-start="1489">Coordinating orders from placement through to delivery and installation</li><li data-start="1565" data-end="1640">Liaising with internal teams, warehouse staff, and external contractors</li><li data-end="1700" data-start="1641">Managing timelines for orders, deliveries, and fittings</li><li data-start="1701" data-end="1776">Communicating with customers regarding scheduling, queries, and updates</li><li data-end="1837" data-start="1777">Supporting logistics and resolving any issues that arise</li><li data-end="1898" data-start="1838">Maintaining accurate records using an Excel-based system</li><li data-start="1899" data-end="1976">Covering supervisory duties during periods of annual leave where required</li></ul>The role can be time-sensitive and requires someone comfortable juggling multiple priorities while remaining calm and organised.<h3 data-start="2113" data-end="2147">Skills & Experience Required</h3>Essential:<ul data-start="2164" data-end="2424"><li data-end="2212" data-start="2164">Strong customer service and telephone manner</li><li data-start="2213" data-end="2267">Excellent organisational and prioritisation skills</li><li data-start="2268" data-end="2336">Confidence dealing with customers, suppliers, and internal teams</li><li data-end="2371" data-start="2337">Proficiency in Microsoft Excel</li><li data-end="2424" data-start="2372">Self-motivated with a proactive, can-do attitude</li></ul>Desirable:<ul data-end="2649" data-start="2441"><li data-end="2523" data-start="2441">Previous experience in an administrative, customer service, or operations role</li><li data-end="2584" data-start="2524">Experience coordinating orders, logistics, or scheduling</li><li data-end="2649" data-start="2585">Willingness to learn and build product or industry knowledge</li></ul>Candidates who are qualified by experience (QBE) will be considered.<h3 data-start="2726" data-end="2747">What's on Offer</h3><ul data-start="2749" data-end="3119"><li data-start="2749" data-end="2782">Permanent, full-time position</li><li data-start="2783" data-end="2817">Salary dependent on experience</li><li data-end="2942" data-start="2818">28 days' holiday including bank holidays</li><li data-start="2818" data-end="2942">Statutory pension contributions</li><li data-start="2979" data-end="3003">Free on-site parking</li><li data-start="3004" data-end="3053">6-month probation period based on performance</li><li data-start="3054" data-end="3119">Friendly, relaxed working environment with long-serving staff</li></ul>Robert Half Ltd acts as an employment business for temporary positions and an employment agency for permanent positions. Robert Half is committed to diversity, equity and inclusion. Suitable candidates with equivalent qualifications and more or less experience can apply. Rates of pay and salary ranges are dependent upon your experience, qualifications and training. If you wish to apply, please read our Privacy Notice describing how we may process, disclose and store your personal data: roberthalf.com/gb/en/privacy-notice.<img src="https://counter.adcourier.com/SGFtaXNoLkNoYXBwbGUuMTAxNjIuMTA5MjNAcmhpLmFwbGl0cmFrLmNvbQ.gif">
2026-01-27T11:58:01Z

Trainee / Graduate - Financial Services

Perth, Perth & Kinross
remote
Permanent
22000 - 25000 GBP / Yearly
Trainee/Graduate - Financial ServicesRobert Half is partnering with a well-known company within the Financial Services sector with offices located in Perth, Scotland. This company emphasises the importance of inclusion and continuous growth through focus on the people. The company has seen growth throughout the last years, and are looking to add to their current team in Scotland.This trainee role of Account Executive will be essential for business development and you will be market mapping, as well as engaging with future clients in the local area, acting as an advocate for the business and its offering. This role will involve communication via phone, email, and other relevant mediums, while keeping up to date records of conversations and clientele.Responsibilities will include but not be limited to:<ul><li>Liaise with the team</li><li>Market mapping to identify new business opportunities</li><li>Building relationships with both external and internal stakeholders</li><li>Administrative duties: updating the client records and information on other activities</li><li>Manage your own workload and prioritise tasks</li><li>Involvement in projects and campaigns</li></ul>RequirementsThis is an entry level position, and would suit a recent graduate, a school leaver or someone looking to secure their first role within Financial Services with excellent potential for development, growth, and promotion opportunities. To be successful in this role, you will be:<ul><li>an excellent communicator (verbal and written)</li><li>confident in your delivery, especially over the phone with varied clientele</li><li>competent with common IT software</li><li>able to accurately update information and analyse data; have a high attention to detail</li><li>able to prioritise your tasks & day effectively</li><li>a driven individual, with positive attitude and keen to learn</li></ul>Previous experience in sales environment, target driven roles, and/or customer service roles would be beneficial, but not a strict requirement.On offer<ul><li>Comprehensive training and development</li><li>Opportunities to grow and advance in your career within the business</li><li>Holiday allowance & Pension contributions</li><li>Welcoming, young, and fun team: regular team events and activities, and a supportive culture</li><li>Compensation from £22,000 - £26,000 per annum, which consists of a base salary & monthly bonus (bonus calculated based on performance against targets)</li></ul>Working hours are 9-5 and an early finish on Friday, no weekend work. This role is based on-site in Perth, Scotland, and the current team works from the office. Occasional working from home/flexibility is available when required & can be discussed with line managers - sometimes life happens, and the business is supportive of making things work.Interested in? Get in touch with Hamish Chapple at Robert Half for a confidential conversation and full job spec or click apply to be considered.The salary range/rates of pay is dependent upon your experience, qualifications or training.Robert Half Ltd acts as an employment business for temporary positions and an employment agency for permanent positions. Robert Half is committed to diversity, equity and inclusion. Suitable candidates with equivalent qualifications and more or less experience can apply. Rates of pay and salary ranges are dependent upon your experience, qualifications and training. If you wish to apply, please read our Privacy Notice describing how we may process, disclose and store your personal data: roberthalf.com/gb/en/privacy-notice.<img src="https://counter.adcourier.com/SGFtaXNoLkNoYXBwbGUuNDczMjguMTA5MjNAcmhpLmFwbGl0cmFrLmNvbQ.gif">
2026-01-20T15:22:45Z

Finance Manager

Aberdeen, Aberdeen
remote
Permanent
70000 - 75000 GBP / Yearly
Finance Manager | Property Managed Services | Aberdeen (Hybrid Working) | £70,000 - £75,000| Permanent Role Robert Half are working with a Leading Multinational in the Property and Workplace Services Space, known for delivering integrated solutions across a global client base. Following a period of sustained growth, the business has created a new Finance Manager position to oversee a growing client portfolio, partnering closely with operational teams to deliver financial performance and commercial insight. This is an exciting opportunity for someone who thrives on partnering with operational stakeholders and adding value through finance. You'll take ownership of a portfolio of revenue-generating contracts, with responsibility for monitoring margins and driving profitability. 📊 About the Position Reporting to the Finance Director, you'll be responsible for: <ul><li>Managing your own portfolio of clients and providing financial leadership across account and contract activity.</li><li>Delivering monthly management accounts and performance reporting for your portfolio, including Principal Contracting-completing month-end processes, variance analysis, and detailed commentaries.</li><li>Developing a strong understanding of each client's commercial model to ensure accurate billing, cost allocation, and optimal resource utilisation.</li><li>Partnering with Operational Project Managers to support financial decision-making and performance tracking.</li><li>Completing and reviewing balance sheet reconciliations, ensuring accuracy, timeliness, and integrity.</li><li>Managing costs, budgeting, and billing processes, identifying financial risks and operational opportunities.</li><li>Supporting corporate planning cycles, including budgeting, reforecasting, and financial modelling.</li></ul> 📋 What we're looking for <ul><li>Fully qualified accountant (ACA, ACCA, or CIMA) with a solid background in management accounting. This role carries significant month-end responsibilities, so recent hands-on experience and a willingness to be detail-oriented during the close process are essential.</li><li>Strong commercial acumen with proven experience business partnering operational and non-finance stakeholders, providing insight, challenge, and decision support rather than simply reporting numbers.</li><li>Demonstrated ability to translate financial information into clear, actionable commercial insight, supporting operational performance, margin improvement, and cost control.</li><li>Experience working in contract-based or service-led environments (e.g. Facilities Management, Waste Management, Security, Cleaning, Catering) is desirable but not essential.</li><li>Confident communicator able to build credibility with operational leaders, influence outcomes, and balance commercial focus with financial rigour.</li></ul> 🤝Here's what's waiting for you <ul><li>25 days holiday plus bank holidays.</li><li>Hybrid working model - 3 days per week in the office.</li><li>Generous bonus scheme linked to the performance of your client portfolio.</li><li>Private health insurance.</li><li>A clear path for rapid career progression - with a UK finance team of over 200 and regular new client wins, opportunities to grow and step up are frequent.</li><li>Regular team events, including socials and off-sites.</li></ul> 💼 Why this role could be your next move In this role, you'll manage a portfolio of clients and play a key part in driving contract profitability, giving you direct impact on financial performance. You'll gain significant exposure to business partnering with operational teams across the organisation. The company has ambitious growth plans and regularly secures new contracts, which often create fresh opportunities within the finance function. With a strong track record of internal promotion, many of the company's senior finance leaders, including the Finance Director you'll report to have progressed from similar roles.Robert Half Ltd acts as an employment business for temporary positions and an employment agency for permanent positions. Robert Half is committed to diversity, equity and inclusion. Suitable candidates with equivalent qualifications and more or less experience can apply. Rates of pay and salary ranges are dependent upon your experience, qualifications and training. If you wish to apply, please read our Privacy Notice describing how we may process, disclose and store your personal data: roberthalf.com/gb/en/privacy-notice.<img src="https://counter.adcourier.com/T2xpdmVyLldvbmcuNDU5MDguMTA5MjNAcmhpLmFwbGl0cmFrLmNvbQ.gif">
2026-01-16T16:44:48Z

Business Development Executive

Perth & Kinross, Perth & Kinross
remote
Permanent
23000 - 25000 GBP / Yearly
Robert Half is delighted to be partnering with a leading Financial Services business in Perth to recruit a Business Development Executive. This is an exciting opportunity to join a global organisation that combines the scale and reach of a multinational with the personal feel of a people-first, employee-owned culture. The business has enjoyed consistent growth in recent years and continues to invest in its teams, with a strong emphasis on professional development, inclusion, and career progression.<h3 data-start="927" data-end="939">The Role</h3>As a Business Development Executive, you'll join a supportive and high-performing team where you will learn how to identify and engage with potential clients, map the local market, and act as a brand ambassador. This is a varied and interactive role with plenty of scope to build your skills in communication, relationship management, and commercial awareness.Day-to-day, you will:<ul data-end="1720" data-start="1326"><li data-start="1326" data-end="1391">Carry out outbound and inbound calls to clients and prospects</li><li data-end="1477" data-start="1392">Support the team in identifying new business opportunities through market mapping</li><li data-end="1570" data-start="1478">Build and maintain relationships with both internal colleagues and external stakeholders</li><li data-end="1618" data-start="1571">Keep accurate and up-to-date client records</li><li data-end="1720" data-start="1619">Manage your workload effectively, prioritising tasks and supporting ad hoc projects and campaigns</li></ul><h3 data-end="1735" data-start="1722">About You</h3>This role is entry level and would suit a recent graduate, school leaver, or someone looking to start their career in a professional environment. Above all, we're looking for someone who is enthusiastic, motivated, and eager to learn.You'll be:<ul data-end="2316" data-start="1987"><li data-start="1987" data-end="2040">A confident communicator, both written and verbal</li><li data-end="2107" data-start="2041">Comfortable speaking on the phone with a wide range of clients</li><li data-start="2108" data-end="2153">Organised with strong attention to detail</li><li data-start="2154" data-end="2213">Able to manage and prioritise your workload effectively</li><li data-end="2273" data-start="2214">IT literate and confident with common software packages</li><li data-start="2274" data-end="2316">Positive, driven, and open to feedback</li></ul>Previous experience in sales, customer service, or target-driven roles would be an advantage but is not essential - full training and support will be provided.<h3 data-end="2504" data-start="2485">What's on Offer</h3><ul data-end="2950" data-start="2505"><li data-end="2590" data-start="2505">Comprehensive training and career development with clear pathways to progress</li><li data-end="2677" data-start="2591">Competitive salary plus monthly performance-related bonus</li><li data-end="2765" data-start="2678">Flexible, people-first culture - supportive of life outside of work when needed</li><li data-end="2835" data-start="2766">9-5 working hours with early finish Fridays (no weekend work)</li><li data-end="2883" data-start="2836">Pension contributions and holiday allowance</li><li data-start="2884" data-end="2950">A welcoming, enthusiastic team with regular events and socials</li></ul>Robert Half Ltd acts as an employment business for temporary positions and an employment agency for permanent positions. Robert Half is committed to diversity, equity and inclusion. Suitable candidates with equivalent qualifications and more or less experience can apply. Rates of pay and salary ranges are dependent upon your experience, qualifications and training. If you wish to apply, please read our Privacy Notice describing how we may process, disclose and store your personal data: roberthalf.com/gb/en/privacy-notice.<img src="https://counter.adcourier.com/cmVnZ2llLm1jbWFob24uMjk5MDQuMTA5MjNAcmhpLmFwbGl0cmFrLmNvbQ.gif">
2026-01-12T11:01:23Z

Operations Director

St. Andrews, Fife
remote
Permanent
45000 - 50000 GBP / Yearly
Are you an experienced operations professional with a background in property, accommodation, or facilities management? Do you enjoy leading teams, improving processes, and ensuring high operational standards across multiple sites? Robert Half is delighted to be chosen to select applicants for a newly available role that offers an exciting opportunity to join a successful and growing business in the heart of St Andrews.Our client manages a portfolio of beautifully renovated, high‑quality properties across the town, providing accommodation for students during the academic year and premium short‑term lets during the summer season. With the business continuing to grow and new developments underway, they are now seeking an Operations Director to take ownership of day‑to‑day operations and ensure service excellence across the portfolio.<h2>The Role</h2>The Operations Director will oversee the smooth running of daily operations, compliance, maintenance, and service delivery across a property portfolio. You will lead a small, dedicated team, ensuring consistency, quality, and efficiency across all activities.<h3>Key Responsibilities</h3><ul><li>Lead, manage, and support the property management team</li><li>Oversee day‑to‑day operations across a multi‑property portfolio</li><li>Ensure all properties meet regulatory and compliance requirements</li><li>Maintain high service standards for students and holiday guests</li><li>Coordinate maintenance activity and ensure issues are resolved promptly</li><li>Oversee operational readiness for student rental cycles and summer lettings</li><li>Improve systems, processes, and workflows as the business continues to grow</li><li>Work closely with the Managing Director, who spends part of each month on‑site</li></ul><h2>About You</h2>We are looking for a candidate who brings experience in a relevant operational environment, such as:<ul><li>Property management</li><li>Hospitality accommodation operations</li><li>Facilities management</li><li>Estates operations</li></ul>You will be someone who can step in with confidence, understands regulation and compliance, and has proven experience leading small teams in a service‑driven setting.<h3>You will bring:</h3><ul><li>Strong leadership and organisational skills</li><li>Experience managing multi‑site operations</li><li>Knowledge of property compliance and health & safety</li><li>A proactive, hands‑on mindset</li><li>Excellent communication and stakeholder management abilities</li><li>The ability to work independently and maintain high standards</li></ul><h2>What's on Offer</h2><ul><li>£45,000 - £50,000 base salary</li><li>5% employer pension contribution</li><li>Private medical insurance</li><li>23 days annual leave + public holidays</li><li>On-site parking</li><li>Opportunity to shape and lead operations in a growing, well‑invested business</li><li>A long-term role with variety, autonomy, and impact</li></ul> Robert Half Ltd acts as an employment business for temporary positions and an employment agency for permanent positions. Robert Half is committed to diversity, equity and inclusion. Suitable candidates with equivalent qualifications and more or less experience can apply. Rates of pay and salary ranges are dependent upon your experience, qualifications and training. If you wish to apply, please read our Privacy Notice describing how we may process, disclose and store your personal data: roberthalf.com/gb/en/privacy-notice.<img src="https://counter.adcourier.com/cmVnZ2llLm1jbWFob24uMzU3NjguMTA5MjNAcmhpLmFwbGl0cmFrLmNvbQ.gif">
2026-01-26T15:19:27Z

Business Development Manager

Perth, Perth & Kinross
remote
Permanent
45000 - 50000 GBP / Yearly
Job Title: Business Development Manager (Perth)Overview: An international insurance and risk advisory group is seeking a dynamic Business Development Manager. This leadership role will focus on the strategic direction, management, and performance of the telesales and lead-generation function, collaborating closely with divisional leaders to deliver on ambitious growth targets.Key Responsibilities:Team & Business Management<ul><li>Lead, structure, and inspire a high-performing telesales and lead generation team (7 FTEs) to achieve new business growth.</li><li>Collaborate with Divisional Heads on strategic initiatives, campaign planning, and project execution to ensure consistent pipeline development.</li><li>Work cross-functionally with the Data and Marketing teams, providing feedback on lead quality, campaign success, and improvements.</li><li>Ensure all projects and campaigns are well-structured, communicated, and analysed for continuous improvement.</li><li>Uphold efficient working practices and ensure operational compliance.</li></ul>Financial & Pipeline Management<ul><li>Take ownership for meeting or exceeding new business revenue and pipeline targets.</li><li>Collaborate on strategic financial planning for the region, including project-level reporting, pipeline management, and forecasting.</li><li>Conduct weekly and project-end activity reporting for regional and divisional leadership.</li></ul>People Development<ul><li>Provide ongoing coaching, call reviews, and technical upskilling to team members.</li><li>Build and implement development plans, identify training needs, and encourage pursuit of professional qualifications (e.g., CII).</li><li>Conduct regular performance reviews and support individual growth pathways.</li></ul>Operational Excellence<ul><li>Ensure all activities align with compliance requirements and positive customer outcomes.</li><li>Manage day-to-day workflows and team performance accountability.</li></ul>Desired Experience & Qualifications<ul><li>Proven background in telesales or lead generation management ideally within financial services, insurance, or a related sector.</li><li>Track record of implementing effective processes, driving change, and exceeding financial targets.</li><li>Strong collaborator and communicator, comfortable working across commercial, marketing, and data teams.</li><li>Demonstrated leadership - able to inspire, support, and develop high-performance teams.</li><li>Highly organised and delivery-focused, with excellent analytical, reporting, and strategic planning skills.</li></ul>What's on Offer?<ul><li>The ability to make a significant impact in a well-established, supportive, and global business.</li><li>Defined career pathways with emphasis on professional development and achieving industry certifications.</li><li>Flexible, inclusive work environment that promotes social responsibility and sustainability.</li></ul>Diversity & Inclusion Statement: The company values diversity and champions inclusion in all forms. All qualified applicants will receive consideration regardless of age, disability, race, religion or belief, gender, sexual orientation, marital status or family circumstances. Reasonable adjustments will be provided as needed to support the application process and in the workplace.Robert Half Ltd acts as an employment business for temporary positions and an employment agency for permanent positions. Robert Half is committed to diversity, equity and inclusion. Suitable candidates with equivalent qualifications and more or less experience can apply. Rates of pay and salary ranges are dependent upon your experience, qualifications and training. If you wish to apply, please read our Privacy Notice describing how we may process, disclose and store your personal data: roberthalf.com/gb/en/privacy-notice.<img src="https://counter.adcourier.com/SGFtaXNoLkNoYXBwbGUuODE4NTIuMTA5MjNAcmhpLmFwbGl0cmFrLmNvbQ.gif">
2026-01-21T10:45:17Z