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Customer Service Specialist
2 weeks ago
Customer Service Specialist
Hybrid working
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 two Customer Service Specialist's to there 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 £24,000 DOE with fantastic benefits
Working Hours - Monday to Friday - 35 Hours per week between 8am - 6pm - 1 hour Lunch
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 is preferred and beneficial, however full training will be provided. ( Financial services background would be beneficial however no essential )
- Confident in using Microsoft Office (Word, Excel, Outlook and Teams) as well as the ability to adapt to new systems, navigation of intranet sites and various web-based packages
- 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.
