Customer Service Specialist – Investments


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.

Start date – ASAP
Salary – Up to 25,000 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 per week between 8am – 6pm – 1 hour Lunch, 1 Saturday shift every 5 weeks 9am – 12pm
Location – Edinburgh City Centre – Hybrid working after probation period

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 beneficial however not 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.

Search is an equal opportunities recruiter and we welcome applications from all suitably skilled or qualified applicants, regardless of their race, sex, disability, religion/beliefs, sexual orientation or age.