Customer Service Advisor (18 Month Fixed Term Contract)

Job Description

Job Description What is the opportunity? We have an exciting opportunity to join our Edinburgh team as a Customer Service Advisor on an 18-month fixed term contract. This role assists with the day-to-day administration for the Digital Channels Customer Service Team and provide support to senior colleagues and team leader, dealing with various tasks to ensure the smooth running of the team, support and enhance the end customers experience. What will you do? Handle incoming calls and mail from new and existing customers and resolving queries. Communicate with both internal and external customers. Input and maintain client data with accuracy 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. 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 Customer Service experience within financial services. Good attention to detail, maintaining accuracy when completing written and numerical based tasks. Clear and concise communication skills – oral and written. Nice-to-have Confident using Microsoft Office (Word, Excel, Outlook and Teams) as well as the ability to adapt to new systems. Ability to navigate intranet sites and various web-based packages. What is in it for you? We thrive on the challenge to be our best - progressive thinking to keep growing and working together to deliver trusted advice to help our clients thrive and communities prosper. We care about each other, reaching our potential, making a difference to our communities, and achieving success that is mutual. Leaders who support your development through coaching and managing opportunities. Opportunities to work with the best in the field. Ability to make a difference and lasting impact. Work in a dynamic, collaborative, progressive, and high-performing team. Agency Notice RBC Group does not accept agency resumés. Please do not forward resumés to our employees, nor any other company location. RBC Group only pay fees to agencies where they have entered into a prior agreement to do so and in any event do not pay fees related to unsolicited resumés. Please contact the Recruitment function for additio nal details. #RBCBD Job Skills Additional Job Details Address: 144 MORRISON STREET:EDINBURGH City: Edinburgh Country: United Kingdom Work hours/week: 35 Employment Type: Full time Platform: WEALTH MANAGEMENT Job Type: Contract (Fixed Term) Pay Type: Salaried Posted Date: 2026-04-28 Application Deadline: 2026-05-14 Note : Applications will be accepted until 11:59 PM on the day prior to the application deadline d

Required Skills