Customer Service Adviser (Administration)

Aberdeen; City of Edinburgh; Hybrid; GBP 24,000 - 28,000; Full time

Job summary

A leading investment company seeks a Customer Service Adviser in Edinburgh. This hybrid role focuses on managing administrative tasks and enhancing client relationships within the Adviser business. Candidates should be proactive, adaptable, and have strong communication skills, contributing to a world-class customer experience.

Benefits

40 days annual leave

16% employer pension contribution

Discretionary performance-based bonus

Private healthcare

Gym discounts

Season ticket loans

Qualifications

• Good administrative skills & strong service delivery background.
• Excellent communication skills, both written and verbal.
• Proactive in delivering agreed outcomes.

Responsibilities

• Manage administrative processes across various work requests.
• Build relationships with adviser firms to provide exceptional service.
• Support onboarding and resolution of queries.

Skills

Customer service

Communication

Adaptability

Job description

Job Description

Customer Service Adviser (Administration)

Contract type: Full-time, Permanent

Location: 1 Broadway Park, South Gyle, Edinburgh

Competitive package: starting salary £24K, 16% pension, 40 days holiday

Aberdeen is one of the world’s largest investment companies, and we are built on a long-standing culture of caring about the future and making a positive impact. Together we invest for a better future. We do it to make a difference to the lives of our clients and customers, our employees, society and our shareholders.

Our strategy is to build a vibrant and value-creating purpose-led organisation, with the current and future needs of our stakeholders at the heart of all we do.

We are structured around three businesses – Investments, Adviser and Personal – focused on the changing needs of our clients, and by diversifying the group, we are positioning ourselves for growth in a changing investment landscape.

Our Adviser business provides financial planning solutions and technology for UK financial advisers, enabling them to create value for their businesses and their clients and is going through an exciting period of growth following new product and client offerings.

About The Department

The Adviser business strategy is to deliver client-led growth and enable our clients to be better investors – our purpose is to help advisory businesses to thrive so they can help their clients prosper.

We will achieve our strategy and deliver on our business purpose by focusing on doing business their way, making it easy and putting our strength to work for our clients and customers.

This exciting role in the Client Servicing Team will play a key role in supporting service across the vector and creating efficiencies for our business. This team have been introduced to the business to support service delivery as we scale up to support our future growth ambitions.

About The Role

Reporting into the Head of Client Servicing area, you will play a key part in delivering the service model we pride ourselves on in Aberdeen Adviser. The key responsibility of the role will be to manage administrative processes across a number of work requests to ensure a focused approach on tactical and strategic service delivery priorities. You will work in partnership with our Client Engagement Hub telephony team, Relationship Managers, Sales colleagues and back-office teams to deliver a truly world class service.

This is a hybrid role, working 3 days per week from the office at 1 Broadway Park.

Key Responsibilities

• Build relationships with new and existing adviser firms to provide an exceptional service.
• Be multi-skilled on a number of administrative processes to support client requirements. Being able to learn new processes and move flexibly between these processes is key in the role delivery.
• The process you work on might change daily or stay consistent over time – being able to adapt to the business & client needs is critical.
• Be driven to deliver high quality output in a timely manner.
• Support process improvement initiatives and consider how we can adapt our ways of working within the framework of our regulatory requirements.
• Support any onboarding, migration or transfer administrative tasks to enable business growth and client satisfaction.
• Work closely with our Telephony Team & Relationship Managers, to support case ownership and resolution, ensuring best practice is achieved and positive client outcomes.
• Maintain key databases, ensuring accurate updating of CRM systems as appropriate to hold up-to-date client account intelligence, insight and contact details.
• Support adviser firms, clients and other third parties by taking ownership, resolving their queries and building their platform knowledge, working in close partnership with them to maximise their customer experience and journey.
  
  

About The Candidate

• Takes pride in delivering world class customer experiences.
• Good administrative skills & strong service delivery background.
• Be able to work independently as well as part of a team when required.
• Self-sufficient, driven and able to work on own initiative.
• Excellent communication skills, both written and verbal.
• Good relationship management skills with a track record of being able to effectively influence, collaborate and constructively challenge stakeholders at all levels.
• Is proactive in delivering agreed outcomes with dedication to robust and consistent delivery.
  
  

We are proud to be a Disability Confident Committed employer. Therefore, if you have a disability and would like to apply to one of our UK roles under the Disability Confident Scheme, please notify us by completing the relevant section in our candidate questionnaire and one of our team will reach out to support you through your application process.

Our Benefits

There's more to working life than coming home with a good salary. We have an environment where you can learn, get involved and be supported.

When you join us, your reward will be one of the best around, including 40 days annual leave, a 16% employer pension contribution, a discretionary performance-based bonus (where applicable), private healthcare and a range of flexible benefits including gym discounts, season ticket loans and access to an employee discount site amongst many others. You can read more about our benefits here.

We’re committed to providing an inclusive workplace where all forms of difference are valued and which is free from any form of unfair or unlawful treatment. We define diversity in its broadest sense – this includes but is not limited to our diversity of educational and professional backgrounds, experience, cognitive and neurodiversity, age, gender, gender identity, sexual orientation, disability, religion or belief and ethnicity and geographical provenance. We support a culture that values meritocracy, fairness and transparency and welcomes enquiries from everyone.

If you need assistance or an adjustment due to a disability please let us know as part of your application and we will assist.