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Investment Service Associate

Job Posted: 15 hours ago

Salary: £ 24,000 - 26,000 / Annum
Job Type: Permanent
Location: Edinburgh, City of Edinburgh

Expire in: a month

Job Description

Due to continued growth my client, one of the UK's leading Independent Investment Managers, currently seek a customer service specialist to join their client service team in Edinburgh. This role involves handling enquiries from Direct clients regarding their investment portfolios and duties will include:

  * Responding to incoming client emails, secure messages and telephone calls, ensuring timely follow-up as required.

  * Ensuring high standards of customer service are maintained at all times.

  * Liaising with the back office, Front Office Manager, Head of Client Services and the Digital Operations team to ensure client/account issue resolution.

  * Troubleshooting and providing feedback for the development of the website and service.

  * Escalation of complaints and expressions of dissatisfaction to the Front Office Manager, Head of Client Services and Compliance Department as required.

  * Other Client Service functions as they arise.

Applicants are likely to be highers / degree educated (or equivalent), possess circa 1 years customer service experience and have an interest in the Wealth Management sector. You will possess strong communication, administration and numeracy skills along with a keen eye for detail.

This is a great opportunity to join a household name in the UK Investment sector offering a friendly working environment, support towards professional qualifications and good prospects for development

Before You Apply

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