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- Tasks: Assist clients with their investment portfolios through various communication channels.
- Company: Leading Independent Investment Managers in the UK, based in Edinburgh.
- Benefits: Friendly work environment, support for professional qualifications, and career development opportunities.
- Other info: Ideal for those looking to grow in the financial services sector.
- Why this job: Join a reputable firm and make a difference in clients' financial journeys.
- Qualifications: Customer service experience and strong communication skills; interest in Wealth Management is a plus.
The predicted salary is between 28800 - 48000 £ per year.
Due to continued growth my client, one of the UK's leading Independent Investment Managers, currently seek a customer service specialist to join their client service team in Edinburgh. This role involves handling enquiries from Direct clients regarding their investment portfolios and duties will include:
- Responding to incoming client emails, secure messages, webchat and telephone calls, ensuring timely follow-up as required.
- Ensuring high standards of customer service are maintained at all times.
- Liaising with the back office, Front Office Manager, Head of Client Services and the Digital Operations team to ensure client/account issue resolution.
- Troubleshooting and providing feedback for the development of the website and service.
- Escalation of complaints and expressions of dissatisfaction to the Front Office Manager, Head of Client Services and Compliance Department as required.
- Other Client Service functions as they arise.
Applicants are likely to be higher / degree educated (or equivalent) with a year's customer service experience with an interest in the Wealth Management sector. You will possess strong communication, administration and numeracy skills along with a keen eye for detail. Some exposure to the financial service sector is preferred with exposure to ISA's, pensions or other investment products but this is not a pre-requisite if other transferable skills can be demonstrated.
This is a great opportunity to join a household name in the UK Investment sector offering a friendly working environment, support towards professional qualifications and prospects for career development.
Investment Service Associate in Edinburgh employer: Front Row Recruitment Ltd
Contact Detail:
Front Row Recruitment Ltd Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Investment Service Associate in Edinburgh
✨Tip Number 1
Network like a pro! Reach out to people in the investment sector, especially those who work at companies you're interested in. A friendly chat can open doors and give you insider info that could help you stand out.
✨Tip Number 2
Prepare for those interviews! Research common questions for customer service roles in investment management and practice your answers. We want you to show off your communication skills and how you handle client enquiries with ease.
✨Tip Number 3
Show your passion for the industry! When you get the chance, talk about your interest in wealth management and investment products. It’ll demonstrate that you’re not just looking for any job, but that you genuinely care about this field.
✨Tip Number 4
Don’t forget to apply through our website! It’s the best way to ensure your application gets noticed. Plus, we love seeing candidates who take the initiative to connect directly with us.
We think you need these skills to ace Investment Service Associate in Edinburgh
Some tips for your application 🫡
Tailor Your CV: Make sure your CV reflects the skills and experience mentioned in the job description. Highlight your customer service experience and any relevant financial knowledge to show us you're a great fit for the Investment Service Associate role.
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to explain why you're interested in the role and how your background aligns with our needs. Be genuine and let your personality come through – we want to see the real you!
Showcase Your Communication Skills: Since this role involves a lot of client interaction, make sure your written application demonstrates your strong communication skills. Keep your language clear and professional, but don’t be afraid to let your enthusiasm for the role show!
Apply Through Our Website: We encourage you to apply directly through our website. It’s the easiest way for us to receive your application and ensures you’re considered for the role. Plus, it shows us you’re proactive and keen to join our team!
How to prepare for a job interview at Front Row Recruitment Ltd
✨Know Your Stuff
Make sure you brush up on the basics of investment products like ISAs and pensions. Familiarise yourself with common client queries and how to address them. This will show that you're not just interested in the role, but also have a genuine passion for the wealth management sector.
✨Practice Active Listening
During the interview, demonstrate your communication skills by actively listening to the interviewer. Nod, ask clarifying questions, and summarise their points to show you’re engaged. This is crucial for a customer service role where understanding client needs is key.
✨Showcase Your Problem-Solving Skills
Prepare examples of how you've successfully resolved customer issues in the past. Think about times when you had to troubleshoot or escalate a complaint. This will highlight your ability to handle client enquiries effectively and maintain high standards of service.
✨Be Personable and Professional
Remember, this role is all about client interaction. Be friendly and approachable during your interview while maintaining professionalism. A positive attitude can go a long way in making a great first impression, especially in a client-focused environment.