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Digital Investment Services Executive

Job LocationEdinburgh
EducationNot Mentioned
Salary22,000 - 24,000 per annum
IndustryNot Mentioned
Functional AreaNot Mentioned
Job TypePermanent , full-time

Job Description

My client is one of the UKs leading Independent Investment Managers and, due to growth, they are currently looking for a Client Service specialist to join they Digital Self Service Platform Team. Duties will include:

  • Responding to clients queries regarding their digital investment platform via live chat, telephone and e-mail
  • Developing your knowledge of products such as ISAs, JISAs and Pensions.
  • Ensuring consistently high levels of customer service
  • Answering or escalating client queries within agreed SLAs
  • Troubleshooting complaints and escalating where necessary
  • Identify and report issues with the digital platform
Applicants will ideally have exposure to the wealth management / financial services sector with a good level of education and outstanding communication skills. You must possess the ability to resolve client issues effectively and efficiently, possess a strongwork ethic and a keen eye for detail whilst being able to work under pressure.This is a great opportunity to join an award winning, national, consultancy with a great working environment, support towards professional qualifications and opportunities for career development.Please note this is Monday - Friday with shifts between 7.30am - 5pm

Keyskills :
Communication SkillsCustomer ServiceFinancial ServicesInvestments

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