Account Manager


This vacancy is now closed


Are you passionate about delivering excellent customer service and used to supporting investment teams with non-investment support?

Do you have a super keen eye for detail?

Do you enjoy thinking creatively to come up with solutions to niggly things?

Then this Account Manager role in Edinburgh will give you the professional challenge you are looking for. From day one you will be working with a busy team with a pretty lengthy list of tasks! You enjoy building relationships and working ingeniously to ensure speedy resolutions to queries from external clients as well as your supportive colleagues.  

You understand the pressures of working in an investment environment and know it is right for you. The ideal candidate has knowledge of stock market investments or pensions and product knowledge. If you could combine that with working around settlement, dividends, valuations, and client fact finding, this would alleviate the team tremendously.

You embrace learning and grab any opportunity to enhance your knowledge – whether updating our internal systems or pro-actively networking within the business ensuring a seamless service for all. The company encourages you to upskill and think about how you want your career to develop.

A naturally inquisitive person, you relish being the heart of the office and are an administration guru! Deadlines are your friends, arranging meetings with clients’ lets you show off your interpersonal skills and delivering accurate reporting is something you take immense pride in.

You have a good sense of team spirit with a positive attitude and are frighteningly organised and proactive.

If this sounds like you, then we would love to hear from you and don’t hesitate to contact us if you want to find out more.