Customer Service Advisor

2 weeks ago


Edinburgh, United Kingdom Search Consultancy Full time

**Client Solutions Service Support**

We're on the lookout for excellent, customer-obsessed and organised individuals to join our Client relations team.

Our clients purpose is to transform financial services and create better outcomes for our advisers and their clients. It is this purpose that drives everything we do. Providing exceptional customer service is a key element of our proposition and the client relations department play a leading role in making this happen. The Client relations support role plays a crucial part within the department by working with our client relations managers in the administration and management of their designated firms as well as owning a range of responsibilities, shared with your CRS colleagues across the whole department.

Fundamental to this role is customer service. This means being a pro at maintaining a healthy balance between delivering on our customers' needs and expectations, while managing a dynamic and varied workload. Every day you'll manage multiple queries through various channels all with the aim of ensuring our service standards are met, enabling our advisers to get the best outcome for their clients.

You'll join an energetic and collaborative team that supports each other, always learning and developing. We have a great track record of progression, so this is a brilliant opportunity to develop yourself and progress your career. Each day will be different, and the role will evolve with time and effort.
- To be proactive and use your initiative to deliver exceptional service
- To identify and drive forward business improvements
- Planning and managing your workload to deliver the required service standards, and ensuring your team work effectively together
- Maintaining company values and branding through all communications and interactions
- Collaborating with and influencing your colleagues and partners to achieve the best outcome for customers
- Taking accountability, if issues do arise, ensuring that things are seen through to the end
- To take ownership of your development, embracing all opportunities to learn and grow.



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