Customer Service Advisor

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Our client is looking for a Customer Service Advisor to join them in their Edinburgh office, on a temporary basis.
 
The role is to assist in continuing the growth of the company’s portfolio service, and they are looking for an experienced and energetic Customer Service Advisor, to be the face of the service.
 
The successful candidate will effectively handle all internal and external customer queries, through inbound and outbound telephone calls and mail. Customer Service is at the heart of everything our client does, and you will promote this by ensuring effective query resolution, customer retention and always delivering a positive customer experience.
 
ABOUT OUR CLIENT
 
One of the UK’s leading providers of personalised, discretionary wealth management services, offering investment management and financial planning services to meet the needs of investors and intermediaries.
 
THE SUCCESSFUL APPLICANT
 
  • Relevant Financial Services qualifications as applicable.
  • Experience in a Customer Service/Administrative role, within Financial Services.
  • Wealth Management desirable.
  • Confident in using Microsoft Office (Word, Excel. Outlook), as well as the ability to adapt to new systems, navigation of intranet sites and various web-based packages.
  • Excellent written and verbal communication skills, with the ability to translate complex information into easily understandable terms for our customers.
  • Good attention to detail
  • A self-starter, with the natural confidence and gravitas to build successful relationships.
  • Proactive in nature, who constantly seeks out ways we can improve our systems and processes.
  • Excellent time management, with the ability to juggle multiple deadlines and proven ability to deliver.
  • Fast learner with a good work ethic and a strong focus on customer service.
 
JOB DESCRIPTION 
 
  • Handling incoming calls and mail from new and existing customers and resolving queries.
  • Inputting and maintaining client data with accuracy.
  • Handle all aspects of a customer’s journey from account opening to closure or transfer of account.
  • Communicate with Investment Managers, Financial Planners and Agents, via telephone and mail as required. 
  • Produce bank and address anti-fraud letters to be sent out to customers daily as required.
  • Accept cash withdrawal instructions from customers once security fully checked and verified.
  • Help collate data to produce monthly management reports.
  • Set customers up for Online Access for all the Company's Digital Channel products, guide them through any initial enrolment or logging on issues.
  • Helping customers with any Online queries.
  • Reconciliation of daily Online enrolments and transactions.
  • Raise any issues and concerns with Team Leader.
 
REMUNERATION PACKAGE ON OFFER 
 
 
Competitive Salary and Benefits Package.