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Customer Service Administrators & Advisors – Financial Services | multiple roles available
Based at South Gyle | Fully office-based roles with free parking
Full-Time roles | Monday to Friday | 8:00am to 4:00pm (Administrators) | 9:00am to 5:00pm (Advisors)
Long-Term temporary contracts | minimum 9 months with strong potential to be extended & may become permanent
Pay rate of £13.50 per hour + holiday pay

Search Consultancy are currently working with one of our major Financial Services clients based at South Gyle to recruit a number of both Customer Service Advisors (Telephony) and Customer Service Administrators.

PLEASE NOTE - as these roles will be working within Financial Services candidates MUST be able to pass both a criminal record check (Disclosure Scotland) and a Credit Check.

There are multiple roles in both teams and the successful candidates for each role will be responsible for the following:

Advisors

• Acting as the first point of contact for both advisors & customers via both telephone calls and digital channels
• Supporting with outbound customer contact where it's required
• Delivering the best possible customer service at all times
• Supporting customers with using digital options where required & explaining self-service options
• Identifying opportunities for process improvements in the team
• Logging of information accurately on internal systems

Administrators

• Processing both customer and advisor requests through the company's investment platforms & internal systems
• Ensuring requests are completed correctly in line with SLA’s & agreed timescales
• Investigating & resolving queries & issues, working with internal teams where required
• Updating customer details & information on the company’s internal systems
• Identifying areas for process improvements on Administration processes

In order to be considered for these roles your skills and experience should include:

• Advisors - previous experience working in a professional contact centre environment - preferably within Financial Services
• Administrators - previous experience of providing back-office administration or processing - preferably within Financial Services
• Any candidates with the above experience including working with or exposure to ISA’s, SIPP’s & bonds would be advantageous, however this is not essential
• Excellent communication skills, both written and verbal
• Excellent organisational skills & attention to detail, with the ability to manage a busy workload effectively
• Experience of working to targets, deadlines or SLA’s
• Solid IT skills, including the use of Word & Excel

If this is the role for you, apply now!

Please note that only applicants who have the required skills and experience detailed above will be considered for this role.