Customer Service Advisor Job at Brewin Dolphin (Edinburgh)

Customer Service Advisor

Brewin Dolphin

Location:
United Kingdom , Edinburgh

Category:
Customer Service

Contract Type:
Employment contract

Salary:

Not provided

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Job Description:

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.

Job Responsibility:

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

Requirements:

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 we offer:

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

Additional Information:

Job Posted:
May 04, 2026

Expiration:
May 14, 2026

Employment Type:

Fulltime

Work Type:

On-site work

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