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What is the opportunity?
We have an exciting opportunity to join our Edinburgh team as a Senior Customer Service Advisor on a permanent basis. This role assists with the day-to-day administration for the Digital Channels Customer Service Team and provides support to senior colleagues and team leader, dealing with various tasks to ensure the smooth running of the team.
Job Summary
Job Description
What will you do?
* Handle incoming calls and mail from new and existing customers and resolve queries.
* Communicate with both internal and external customers.
* Input and maintain client data accurately onto our systems.
* Handle all aspects of a customer’s journey from account opening to closure or transfer of account.
* Monitor and track internal customer transfers between services.
* Monitor transfers of assets/cash from other institutions.
* Manage ISA subscriptions and transfers.
* Process cash transactions on behalf of customers.
* Prepare and process all new client documentation and amendments.
* General record keeping and electronic filing.
* Set up and maintain online access for all Brewin Dolphin digital portals.
* Assist and resolve customers queries with online access.
What do you need to succeed?
Must-have
* Confident using Microsoft Office (Word, Excel, Outlook and Teams) and adaptable to new systems.
* Ability to navigate intranet sites and various web-based packages.
* Good attention to detail, maintaining accuracy in written and numerical tasks.
* Clear and concise communication skills – oral and written.
Nice-to-have
* Administration experience.
* Willingness to work towards relevant qualifications.
What is in it for you?
We thrive on the challenge to be our best—fostering growth, collaboration, and trusted advice to help our clients thrive and communities prosper. We care about our employees’ development, making a difference, and mutual success.
* Supportive leadership with coaching and development opportunities.
* Work with top professionals in the field.
* Make a meaningful and lasting impact.
* Work in a dynamic, collaborative, and high-performing team.
* Flexible working options.
Additional Details
Address: 144 Morrison Street, Edinburgh
City: Edinburgh
Country: United Kingdom
Work hours/week: 35
Employment Type: Full-time
Platform: Wealth Management
Job Type: Regular
Pay Type: Salaried
Posted Date: 2025-04-17
Application Deadline: 2025-05-01
Inclusion and Equal Opportunity Employment
At RBC, we believe in an inclusive workplace with diverse perspectives, fostering support, respect, and opportunity for all. We strive to create a workplace where employees can perform at their best, collaborate effectively, and grow professionally, reflecting our Purpose and creating value for clients and communities.
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