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For Companies At a Glance
- Tasks: Assist customers with queries and manage their accounts efficiently.
- Company: Join a leading wealth management firm in the heart of Edinburgh.
- Benefits: Enjoy hybrid working, a competitive salary, and excellent perks like private health.
- Why this job: Be part of a dynamic team making a real impact on clients' financial journeys.
- Qualifications: No specific experience required; just a passion for helping others and great communication skills.
- Other info: 12-month fixed-term contract with opportunities for growth and development.
The predicted salary is between 22000 - 33000 £ per year.
Our client based in the City Centre of Edinburgh, one of the UK's leading and largest wealth management firms, is looking to add a Customer Service Executive to their Digital Channels Customer Service Team.
Our client offers award-winning personalised wealth management services that meet the varied needs of over 100,000 account holders, including individuals, charities, and pension funds.
Contract Details:
- 12 month Fixed term contract
- Start date - ASAP
- Salary - £27,500 with fantastic benefits such as performance related bonus yearly, Hybrid working, Excellent Pension scheme, Private health and so on.
- Working Hours - Monday to Friday - 35 Hours per week between 8am - 6pm - 1 hour Lunch
- Location - Edinburgh City Centre - Hybrid working after probation period
Key Responsibilities:
- Handling incoming calls and mail from new and existing customers and resolving queries
- Communicating with both internal and external customers
- Inputting and maintaining client data with accuracy on systems
- Handle all aspects of a customer's journey from account opening to closure or transfer of account
- Monitoring of transfers of assets/cash from other institutions
- ISA subscriptions and transfers
- Processing of cash transactions on behalf of customers
- Preparation and processing of all new client documentation and amendments
- General record keeping and electronic filing
- Set up and maintaining of online access for all digital portals
Customer Service Executive employer: Click To Hired
Contact Detail:
Click To Hired Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Customer Service Executive
✨Tip Number 1
Familiarise yourself with the wealth management industry and the specific services offered by our client. Understanding their products and how they cater to different customer needs will help you stand out during interviews.
✨Tip Number 2
Practice your communication skills, especially in handling customer queries. Role-playing common customer service scenarios can prepare you for the types of calls you might receive in this role.
✨Tip Number 3
Get comfortable with digital tools and platforms used in customer service. Being tech-savvy will not only help you in the role but also demonstrate your readiness to adapt to the hybrid working model.
✨Tip Number 4
Network with current or former employees of the company on platforms like LinkedIn. They can provide valuable insights into the company culture and expectations, which can be beneficial during your application process.
We think you need these skills to ace Customer Service Executive
Some tips for your application 🫡
Understand the Role: Read the job description carefully to understand the key responsibilities and skills required for the Customer Service Executive position. Tailor your application to highlight relevant experience in handling customer queries and managing client data.
Craft a Compelling CV: Ensure your CV is up-to-date and clearly outlines your experience in customer service, particularly in financial services if applicable. Use bullet points to make it easy to read and focus on achievements that demonstrate your ability to resolve customer issues effectively.
Write a Strong Cover Letter: In your cover letter, express your enthusiasm for the role and the company. Mention specific examples of how your skills align with the responsibilities listed, such as your experience with digital channels or handling financial transactions.
Proofread Your Application: Before submitting, carefully proofread your CV and cover letter for any spelling or grammatical errors. A polished application reflects attention to detail, which is crucial in a customer service role.
How to prepare for a job interview at Click To Hired
✨Know the Company Inside Out
Before your interview, make sure to research the wealth management firm thoroughly. Understand their services, values, and recent news. This will not only help you answer questions more effectively but also show your genuine interest in the company.
✨Demonstrate Your Customer Service Skills
As a Customer Service Executive, you'll be handling queries from various customers. Prepare examples from your past experiences where you successfully resolved customer issues or improved customer satisfaction. Use the STAR method (Situation, Task, Action, Result) to structure your responses.
✨Familiarise Yourself with Financial Products
Since the role involves dealing with investments and financial products, brush up on your knowledge of ISAs, pensions, and other investment vehicles. Being able to discuss these topics confidently will impress your interviewers and show that you're ready for the role.
✨Prepare Questions to Ask
Interviews are a two-way street. Prepare thoughtful questions about the team dynamics, company culture, and what success looks like in this role. This not only shows your enthusiasm but also helps you determine if the company is the right fit for you.
