Job Description

Customer Service Executive - Investments

Our client based in the City Centre of Edinburgh who are one of the UK's leading and largest wealth management firms in the UK are looking to add a Customer Service Executive to their Digital Channels Customer Service Team.

Our client offer award-winning personalised wealth management services that meet the varied needs of over 100,000 account holders, including individuals, charities, and pension funds.

Fixed term contract initially

Start date - ASAP

Salary - £30,000 with fantastic benefits such as performance related bonus yearly, Hybrid working, Excellent Pension scheme, Private health and so on.

Working Hours - Monday to Friday - 35 Hours 9am - 5pm - 1 hour Lunch

Location - Edinburgh City Centre

Key Responsibilities:

* Handling incoming calls and mail from new and existing customers and resolving queries

* Communicating with both internal and external customers

* Inputting and maintaining client data with accuracy on systems

* Handle all aspects of a customer's journey from account opening to closure or transfer of account

* Monitoring of transfers of assets/cash from other institutions

* ISA subscriptions and transfers

* Processing of cash transactions on behalf of customers

* Preparation and processing of all new client documentation and amendments

* General record keeping and electronic filing

* Set up and maintaining of online access for all digital portals

* Assisting and resolving customers queries with online access

* Adhering to Conduct Risk standards

To be considered for this role you must be able to demonstrate the following experience and competencies:

* Previous Customer Service/administration experience background from financial services is essential

* Good attention to detail, maintaining accuracy when completing written and numerical based tasks.

* Clear and concise communication skills - oral and written, with ability to communicate professionally with clients and colleagues

* Takes accountability for own work, with ability to meet deadlines/work within restricted timescales

* Able to prioritise workload and identify when they need support to achieve goals

* Flexible and reliable team member and willing to support more junior and senior members of the team as required.

* Ability to work on own initiative to achieve required results

* Collaborative and inclusive approach to work

* Adapts to change quickly and easily

If this sounds like you, then let it be you and apply.

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