Customer Service Advisor

Brewin Dolphin is one of the UK's leading independent providers of discretionary wealth management. We offer award-winning personalised wealth management services that meet the varied needs of over 100,000 account holders, including individuals, charities, and pension funds.  We specialise in helping clients protect and grow their wealth by creating financial plans and investment portfolios that meet personal and professional ambitions and aspirations. Our services range from a simple execution only online service to bespoke discretionary investment management including retirement planning. About this Opportunity A fantastic opportunity has arisen for 2 Customer Service advisors in our Edinburgh office on a permanent basis. You will be assisting with the day-to-day administration for the Digital Channels Customer Service Team and provide support to senior colleagues and team leader, dealing with various tasks to ensure the smooth running of the team, support and enhance the end customers experience. Responsibilities Include 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 Brewin Dolphin digital portals Assisting and resolving customers queries with online access Adhering to Conduct Risk standards Skills Previous administration experience is preferred and beneficial, however full training will be provided. 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 About you We are looking for people with not only the right skills, but those who demonstrate our values in how they approach their work and colleagues.  Genuine – Shows empathy and understanding for the needs of clients and colleagues. Team worker demonstrating trust, respect and integrity.  Expert – Applies skills and knowledge to achieve objectives and makes the complex simple. Brings together the right people and grows expertise to get the best results for clients. Seeks continuous improvement.  Ambitious - Works hard to be at their best. Embraces change for the better. Strives to do the best for clients and colleagues.  Brewin Dolphin is proud to be an equal opportunity employer. We are committed to recruiting and developing a diverse workforce, inclusive of race, religion, age, gender, sexual orientation and disability. If you have particular requirements in relation to accessibility or mobility during the recruitment process, please let us know and we will do our best to make suitable adjustments.  To apply for this role, please click the “Apply” button below. The closing date for applications is 14/08/22. Some of our vacancies receive high numbers of applications and we may decide to close this sooner, so we would encourage you to apply as early as possible.  #LI-CA1 This employer is a corporate member of myGwork - LGBTQ+ professionals, the business community for LGBTQ+ professionals, students, inclusive employers & anyone who believes in workplace equality.

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Posted 2 weeks ago

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