At a Glance
- Tasks: Deliver top-notch customer service and resolve queries in a fast-paced environment.
- Company: Join a leading financial services organisation with a commitment to excellence.
- Benefits: Contract role until May 2027, with opportunities for growth and development.
- Other info: Inclusive workplace welcoming diverse applicants; great chance to build your career.
- Why this job: Make a real difference by helping customers and advisers achieve positive outcomes.
- Qualifications: Experience in customer service or administration, with strong communication skills.
The predicted salary is between 31500 - 38500 £ per year.
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.
Core-Asset Consulting is an equal opportunities recruiter and we welcome applications from everyone irrespective of age, disability, gender, gender identity or expression, race, colour, ethnic or national origin, sexual orientation, religion or belief, marital/civil partner status or pregnancy.
To apply for this vacancy applicants must be eligible to work in the UK in accordance with the Immigration, Asylum and Nationality Act 2006.
At Core-Asset, we're committed to protecting and respecting your privacy.
Our privacy statement explains when and why we collect personal information about people who engage with our services, how we use it the conditions under which we may disclose it to others, and how we keep it secure.
We may change this policy from time to time, so please check this policy occasionally to ensure that you're happy with any changes.
By engaging with us (either by applying for a job we're advertising, registering through our website, or getting in touch with our business) you're agreeing to be bound by this policy.
Core-Asset Consulting is committed to protecting the privacy of our candidates, clients and website users.
For further information, please refer to our full Privacy Statement available on our website http://www. core-asset. co. uk/about-core-asset/privacy-statement
Core-Asset Consulting offers specialist recruitment services to asset management, accounting & finance, asset servicing, legal and the wider financial services sector in Scotland.
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Customer Service Advisor employer: Core-Asset Consulting Ltd
Core-Asset Consulting is an excellent employer, offering a dynamic work environment in the Gyle area of Edinburgh where Customer Service Advisers can thrive. With a strong commitment to employee growth and development, the company fosters a collaborative culture that values diversity and inclusivity, ensuring that all team members are supported in delivering exceptional service. The contract roles provide stability until May 2027, making it an attractive opportunity for those seeking meaningful employment in the financial services sector.
StudySmarter Expert Advice🤫
We think this is how you could land Customer Service Advisor
✨Join Financial Networking Events
Jump into local finance meetups and conferences — they’re a goldmine for temporary roles in banking and financial services. You can chat with industry professionals and even get leads on upcoming opportunities that might not be posted online yet.
✨Utilise Temp Agencies Specialised in Finance
Reach out to temp agencies that focus on the banking sector. They often have strong ties with various firms and can help you secure short-term gigs that can help beef up your CV and get your foot in the door at firms like Core-Asset Consulting Ltd.
✨Connect with Alumni from Your Uni
Don't underestimate the power of your university’s alumni network. Many former students are working in banking and can help you find temporary roles or even offer mentorship. Reach out directly or attend alumni events to broaden your circle.
✨Stay Active on Job Boards and Company Websites
Keep your eyes peeled on job boards specifically for finance roles. Companies like Core-Asset Consulting Ltd might post temporary positions directly on their sites, so make sure to apply there too. Set alerts to catch those roles the moment they go live!
We think you need these skills to ace Customer Service Advisor
Some tips for your application 🫡
Show Off Your Academic Achievements:In banking and financial services, your academic record can really make you stand out. List relevant grades, certifications, or coursework on your CV, especially if you've taken finance-related modules. This is particularly important for a temporary role where qualifications can help you shine even brighter!
Highlight Relevant Experience:If you’ve done any internships, part-time roles, or even coursework that aligns with banking or finance, make sure you include those! Showcase specific tasks where you used quantitative skills or analytical thinking, as this is what the hiring managers at Core-Asset Consulting Ltd will be keen to see in your application.
Tailor Your Cover Letter Purposefully:When writing your cover letter, focus on why you’re interested in a temporary position at Core-Asset Consulting Ltd. Let them know how you can quickly adapt to the team's needs and how eager you are to learn the ropes of the banking sector during this short stint. Your motivation and enthusiasm could really set you apart!
Be Prepared with References:For temporary roles, references can play a crucial role in your application. Make sure you’ve got a couple of references lined up who can vouch for your skills and work ethic. This helps to give Core-Asset Consulting Ltd confidence in your short-term commitment to the role.
How to prepare for a job interview at Core-Asset Consulting Ltd
✨Brush Up on Financial Regulations
Since this is a role in banking and financial services, be ready to discuss key regulations like MiFID, Basel III, or GDPR. These are hot topics, and your awareness of how they impact daily operations can give you a significant edge during your interview with Core-Asset Consulting Ltd.
✨Showcase Your Analytical Skills
Prepare for interview questions that assess your analytical abilities. You might need to tackle hypothetical scenarios involving risk assessment or financial forecasting. Bringing examples of relevant projects or coursework can emphasise your practical understanding of these concepts.
✨Highlight Flexibility and Adaptability
For a temporary role, showing that you can quickly pick up new processes and tools is crucial. Be ready to discuss previous experiences where you had to adapt to changing requirements or tight deadlines, as this will reassure Core-Asset Consulting Ltd that you’re a reliable team player.
✨Demonstrate a Willingness to Learn
In a temporary position, leaning into your eagerness to learn can really set you apart. Be prepared to share how you’re staying updated on industry trends or any additional training you've pursued. Employers appreciate candidates who are proactive about their development—even for short-term roles.
