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Senior Customer Service Executive - InvestmentsOur 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 - ASAPSalary - £28,000 - £32,000 DOE 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 6 weeks 9am - 12pmLocation - Edinburgh City Centre - Hybrid working after probation periodKey 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 standardsTo 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 easilyIf this sounds like you, then let it be you and apply.
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