Customer Service Advisor

Customer Service Advisor (16575) Edinburgh, Scotland

Core-Asset Consulting is working with a leading financial services organisation to recruit a number of Customer Service Advisers.

There are opportunities across two areas of the operation: administration and telephony. Both roles are focused on delivering a high standard of service and positive customer outcomes within a fast-paced operational environment.

These are contract roles running until the end of May 2027 and based in the Gyle area of Edinburgh.

Essential Skills

• Previous experience in a customer service, administrative or operational environment.
• Strong written and verbal communication skills.
• Excellent attention to detail and the ability to process information accurately.

Desirable Skills

• Strong organisational skills, with the ability to prioritise workloads and manage multiple tasks.
• Previous experience within financial services, particularly platforms, pensions or investments would be beneficial.
• Good problem-solving skills and confidence investigating issues through to resolution.
• A positive and collaborative approach, with the ability to work effectively within a team.
• Good digital literacy and confidence using a variety of systems and applications.
• A customer-focused mindset with a commitment to delivering excellent outcomes.
• The ability to adapt to changing priorities within a fast-paced operational environment.

Core Responsibilities

• Process customer and adviser requests accurately and within agreed service levels.
• Investigate and resolve customer and adviser queries, liaising with internal teams and stakeholders where required.
• Maintain accurate customer records and update information in line with business procedures and regulatory requirements.
• Act as a first point of contact for advisers and customers through telephony and digital support channels (telephony role).
• Support outbound customer contact and complete customer requests. (telephony role)
• Handle inbound customer and adviser queries once fully trained (telephony role).
• Deliver excellent customer service and resolve issues efficiently.

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