Job Description
Due to continued growth my client, one of the UK’s leading Independent Investment Managers, currently seek a customer service specialist to join their client service team in Edinburgh. This role involves handling enquiries from Direct clients regarding their investment portfolios and duties will include:
- Responding to incoming client emails, secure messages and telephone calls, ensuring timely follow-up as required.
- Ensuring high standards of customer service are maintained at all times.
- Liaising with the back office, Front Office Manager, Head of Client Services and the Digital Operations team to ensure client/account issue resolution.
- Troubleshooting and providing feedback for the development of the website and service.
- Escalation of complaints and expressions of dissatisfaction to the Front Office Manager, Head of Client Services and Compliance Department as required.
- Other Client Service functions as they arise.
Applicants are likely to be highers / degree educated (or equivalent), possess circa 1 years customer service experience and have an interest in the Wealth Management sector. You will possess strong communication, administration and numeracy skills along with a keen eye for detail.
This is a great opportunity to join a household name in the UK Investment sector offering a friendly working environment, support towards professional qualifications and good prospects for development.
