Customer Service Advisor

2 weeks ago

Balerno, United Kingdom Adecco Full time

**Customer Service Advisor**

**Edinburgh**

**6 Months**

**£12.22 Per Hour PAYE**

**My high-profile banking client are currently recruiting for a Customer Service Advisor to work within their Transfer Agency Department on a hybrid basis from their Edinburgh offices. 2 days a week in office 3 days from home. Monday - Friday 9-5 office hours.**

**Duties and responsibilities**
- Handles requests to make updates to shareholder accounts or instructs shareholders on how to make account changes.
- Follows the best practice call outline when addressing and closing standard calls and to ensure that the most current information is provided. Follows internal quality standards, the current workflow for each call type (Maintenance, Financial and Escalated issue), and security protocols.
- Completes security forms in compliance with regulatory requirements.
- Actively listens to shareholder needs in order to provide service that ensures continued shareholder satisfaction and complete, accurate fulfilment of shareholder asks.
- Makes an initial determination of which inquiries should be escalated or will necessitate completion of an electronic ticket.
- Confirms conclusions with more senior team members.
- Escalates inquiries or completes electronic tickets to initiate delivery of historical statements or pass forms to shareholder as requested.
- Has a clear understanding of Policy and Procedures.
- Completes standard security protocol to verify shareholder identity and prevent fraud prior to releasing information.
- Handles customer complaints following our standard procedures and regulatory guidelines.
- Proactively adjust own management of call flows in response to feedback.

**Skills and experience**
- Customer service experience in the financial service market preferred.
- Confident using basic Microsoft Office packages
- Professional attitude
- Good organisational skills

**Pontoon is an employment consultancy. We put expertise, energy, and enthusiasm into improving everyone's chance of being part of the workplace. We respect and appreciate people of all ethnicities, generations, religious beliefs, sexual orientations, gender identities, and more. We do this by showcasing their talents, skills, and unique experience in an inclusive environment that helps them thrive.**

To speak to a recruitment expert please contact Jonathan Jones

  • Customer Service/banking Admin

    3 days ago

    Balerno, United Kingdom Adecco UK Full time

    **Job title**: Banking Administrator 61796 **Location**: - Edinburgh **Duration**:6 months (possibility of extension) **Salary**:£21,000 - Places telephone trades in accordance with instructions received. - Responds to straightforward questions about shareholder accounts and provides more advanced technical assistance. - Responses are fast, efficient...

  • Helpline Administrator

    1 week ago

    Balerno, United Kingdom Adecco UK Full time

    Are you an Administrator looking for your next role with a prestigious education provider in the heart of Edinburgh? **Job Title**: Helpline Administrator **Start Date**: Early January 2023 **Location**: Edinburgh EH8, hybrid after training **Contract**: 3 - 6 months with strong potential for extension The role will provide first point of contact for...

  • Finance Assistant

    3 weeks ago

    Balerno, United Kingdom Adecco Full time

    Hi, Adecco UK are recruiting for Finance Assistants to work for one of our prestigious clients based in Edinburgh! **Job Title**:Finance Assistant **Location**:Edinburgh (EH8) **Duration**:6 months (Potential to be extended) **Hours**:Full time, Mon - Fri **Job Purpose** To: - Undertake a wide range of Finance Operation processes, including banking,...

  • Finance Administrator

    1 week ago

    Balerno, United Kingdom Adecco UK Full time

    Are you an administrator looking for a new opportunity with a prestigious institution in the heart of Edinburgh? Are you looking to start a career within Finance, or build on your professional experience after pursuing education in finance and accountancy? **Job Title**: Finance Administrator **Start Date**: ASAP **Location**: Edinburgh EH8, office...

  • Finance Administrator

    5 days ago

    Balerno, United Kingdom Adecco UK Full time

    Are you an administrator looking for your next role with a prestigious education provider in the heart of Edinburgh? Are you looking to start a career within Finance, or build on your professional experience after education? **Job Title**: Finance Administrator **Start Date**: January 2023 **Location**: Edinburgh EH8, hybrid after training **Contract**:...

  • Senior Finance Assistant

    5 days ago

    Balerno, United Kingdom Adecco UK Full time

    Are you a Finance Assistant looking for an exciting new progression opportunity with a prestigious institution? As a Senior Finance Assistant, you will have the perfect opportunity to develop your experience and utilise your skills and qualifications within finance! **Job Title**: Senior Finance Assistant **Start Date**: January 2023 **Location**:...

  • Senior Finance Assistant

    3 weeks ago

    Balerno, United Kingdom Adecco Full time

    Are you a Finance Assistant looking for an exciting new progression opportunity with a prestigious institution? As a Senior Finance Assistant, you will have the perfect opportunity to develop your experience and utilise your skills and qualifications within finance! **Job Title**: Senior Finance Assistant **Start Date**: ASAP **Location**: Edinburgh EH8,...