If this sounds like you, then let it be you and apply. * Collaborative and inclusive approach to work * Ability to work on own initiative to achieve required results * Flexible and reliable team member and willing to support more junior and senior members of the team as required. * Able to prioritise workload and identify when they need support to achieve goals * Takes accountability for own work, with ability to meet deadlines/work within restricted timescales * Clear and concise communication skills - oral and written, with ability to communicate professionally with clients and colleagues * Good attention to detail, maintaining accuracy when completing written and numerical based tasks. * Previous Customer Service/administration experience is preferred from financial services background To be considered for this role you must be able to demonstrate the following experience and competencies:

* Assisting and resolving customers queries with online access * Set up and maintaining of online access for all digital portals * General record keeping and electronic filing * Preparation and processing of all new client documentation and amendments * Processing of cash transactions on behalf of customers * Monitoring of transfers of assets/cash from other institutions * Handle all aspects of a customer's journey from account opening to closure or transfer of account

* Inputting and maintaining client data with accuracy on systems * Communicating with both internal and external customers * Handling incoming calls and mail from new and existing customers and resolving queries Location - Edinburgh - Hybrid working after probation period Working Hours - Monday to Friday - 35 Hours per week between 8am - 6pm - 1 hour Lunch Salary - Up to £25,000 with fantastic benefits such as performance related bonus yearly, Hybrid working, Excellent Pension scheme, Private health and so on. Our client offer award-winning personalised wealth management services that meet the varied needs of over 100,000 account holders, including individuals, charities, and pension funds. Our client based in the City Centre of Edinburgh who are one of the UK's leading and largest wealth management firms in the UK are looking to add a Customer Service Executive to their Digital Channels Customer Service Team.

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