Customer Service Advisor

0000050471 Rbc Europe Limited; City of Edinburgh; Hybrid; GBP 21,000 - 27,000; Full time

Job summary

RBC in Edinburgh is seeking a Customer Service Advisor on a permanent basis to support the Digital Channels Customer Service Team. The role involves handling calls, data entry, and guiding customers through account journeys, with office-based work and flexibility for up to one remote day per week.

Ideal candidates have financial services customer service experience, proficiency in Microsoft Office, and strong communication skills. The team emphasises collaboration and client-focused service.

Qualifications

• Experience in customer service within financial services.
• Proficient with Word, Excel, Outlook and Teams; able to learn new systems.
• Clear and concise oral and written communication.

Responsibilities

• Handle incoming calls and emails from new and existing customers and resolve queries.
• Input and maintain client data accurately.
• Assist with customer journey from account opening to transfer or closure.
• Set up and maintain online access for RBC digital portals and help customers with online access.

Skills

Customer service experience

Microsoft Office proficiency

Communication skills

Job description

What is the opportunity?

We have an exciting opportunity to join our Edinburgh team as a Customer Service Advisor on a permanent basis. 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.
RBC’s expectation is that all employees and contractors will work in the office with some flexibility to work up to 1 day per week remotely, depending on working arrangements.

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.

• Confident using Microsoft Office (Word, Excel, Outlook and Teams) as well as the ability to adapt to new systems.

• Clear and concise communication skills – oral and written.

Nice-to-have

• Willingness to work to obtain qualifications relevant to the role.

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.

Our Employment Opportunities

At RBC, we are guided by living shared values of Client First, Integrity, Collaboration, Respect and Excellence and winning together as One RBC. We believe an inclusive workplace that has diverse perspectives is core to our continued growth as one of the largest and most successful banks in the world. Maintaining a workplace where our employees feel supported to perform at their best, effectively collaborate, drive innovation, and grow professionally helps to bring our Purpose to life and create value for our clients and communities. RBC strives to deliver this through policies and programs intended to foster a workplace based on respect, belonging and opportunity for all.

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Expand your limits and create a new future together at RBC. Find out how we use our passion and drive to enhance the well-being of our clients and communities at jobs.rbc.com.

Note:

Applications will be accepted until 11:59 PM on the day prior to the application deadline date above

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:

2026-09-01

Application Deadline:

2026-11-10