Customer Service Advisor in Edinburgh

Location: Edinburgh

Salary: £25.00 per hour

Recruiter: Meraki Talent

Job Hours: Full-time

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Customer Service Advisor Permanent, Full-time Edinburgh £25, 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,. 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.
Build and maintain strong relationships with customers to encourage loyalty and repeat business.
Work closely with other customer service representatives and financial advisors to provide a seamless customer experience.
Participate in team meetings and contribute to a positive work environment.

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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About Meraki Talent

merakitalent.com

Recruitment reimagined: delivering bespoke recruitment solutions for clients in Financial Services, Information Technology, Accountancy & Finance and Global Professional Services.

Meraki Talent is a recruitment and selection business founded in 2015 which focused on serving the hiring needs of employers in the Financial Services, Professional Services and Industry & Commerce sectors in the UK and Internationally.

We work on behalf of Global Banks, Asset Managers, Life Companies, Wrap Platforms, Securities Services firms, Wealth Managers, we also work with clients in the Industry & Commerce and Professional Services Sectors. We can provide you with talent or opportunities in Risk & Compliance, Investment Management, Asset & Fund Services, Technology & Change, Marketing & Distribution and Accountancy & Finance.

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