Customer Service Executive

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.

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