Customer Service Advisor

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.

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Core-Asset Consulting offers specialist recruitment services to asset management, accounting & finance, asset servicing, legal and the wider financial services sector in Scotland.