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Customer Service Advisor

4 months ago

Edinburgh, United Kingdom Search Consultancy Full time

**Customer Service Executive**

Location: Edinburgh (hybrid working)

Hours: Monday to Friday between 8.30am and 5.30pm

**Salary**: £23k - £25k DOE

Contract: Permanent

Our Client's vision is to**_ become the best loved and most successful savings and investment business _**and we're looking for people who are excited about joining us on our journey.

To help us achieve our vision we're looking for exceptional people who live our values and behaviours and who can inspire others.

The Customer Service Executive (CSE) contributes to a positive environment which is focused entirely on delivering a great service experience to our customers and their advisers.

**Key Responsibilities for this role**:

- Offer digital education and guidance to Advisers and Customers
- Support non-advised transactions making Customers fully aware of their options and covering off all applicable risk warnings
- Identify and provide support for vulnerable customers
- To keep up to date with process and pensions knowledge
- Risk Management against standards and highlighting or escalating risk and discrepancies
- Knowledge Management - keeping up to date with processes, rules and products
- Identify, handle and resolve customer complaints

**Key Knowledge, Skills & Experience**:

- Experience of working in a customer service environment is **essential**:

- Ability to connect, build rapport where appropriate and deliver a service that delights the customer
- Excellence in Execution - proactively seeks ways to improve personal and organisational effectiveness to meet current and future business needs