Customer Service Advisor in Edinburgh

Location: Edinburgh

Salary: £25,000 per year

Recruiter: Meraki Talent

Date Advertised: 2024-06-28

Customer Service Advisor

Permanent, Full-time

Edinburgh

£25,000

Meraki Talent is partnered with a leading financial services company to appoint a Customer Service Advisor to their Edinburgh team. This is a full-time, permanent opportunity offering a salary of £25,000.

Position Overview:

The Financial Services Customer Representative will serve as the primary point of contact for clients, assisting them with their financial inquiries, transactions, and service needs. This role requires a strong understanding of financial products and services, excellent customer service skills, and the ability to handle sensitive information with discretion and accuracy. The representative will work closely with various departments to ensure customer satisfaction and compliance with financial regulations.

Duties:

  • Respond promptly to customer inquiries via phone, email, or in person.
  • Provide detailed information about financial products and services, including account management, investment options, and loan products.
  • Resolve customer complaints and issues effectively and efficiently.
  • Process various types of financial transactions accurately.
  • Verify customer identities and ensure compliance with security procedures.
  • Maintain detailed and accurate records of all transactions and customer interactions.
  • Investigate and resolve customer issues related to account discrepancies, service problems, and other financial inquiries.

Qualifications:

  • Minimum of 1-2 years of experience in customer service, preferably in a financial services environment.
  • Excellent verbal and written communication skills.
  • Proficiency in using customer relationship management (CRM) systems and financial software.
  • Ability to handle sensitive information with discretion and accuracy.
  • Strong problem-solving skills and attention to detail.
  • Ability to work independently and as part of a team.


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