Customer Service Advisor - 12-month FTC

RBC; City of Edinburgh; On-site; GBP 25,000 - 35,000; Full time

Job summary

A major financial institution is seeking a Customer Service Advisor for a 12-month contract in Edinburgh. The role involves managing incoming customer queries, maintaining accurate records, and processing transactions. Ideal candidates will have strong skills in Microsoft Office and clear communication abilities. This position offers opportunities for professional growth and flexible working arrangements within a supportive team environment.

Benefits

Development through coaching opportunities

Dynamic, collaborative team

Flexible working options

Qualifications

• Must be confident using Microsoft Office applications (Word, Excel, Outlook, Teams).
• Ability to maintain accuracy when completing tasks.
• Clear and concise communication skills, both oral and written.

Responsibilities

• Handle incoming calls and mail from customers and resolve queries.
• Maintain accurate client data on our systems.
• Process customer transactions and documentation.

Skills

Confident using Microsoft Office

Attention to detail

Clear 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 12-month fixed term contract. This role assists with the day-to-day administration for the Digital Channels Customer Service Team and provides support to senior colleagues and the team leader, dealing with various tasks to ensure the smooth running of the team and support and enhance the end customers experience.

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 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

• Confident using Microsoft Office (Word, Excel, Outlook and Teams) and the ability to adapt to new systems.
• Ability to navigate intranet sites and various web-based packages.
• Good attention to detail, maintaining accuracy when completing written and numerical based tasks.
• Clear and concise communication skills – oral and written.

Nice-to-have

• Administration experience.
• Willing to work to obtain qualifications relevant to the role.

What is in it for you?

• 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.
• Flexible working options fully supported.

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 pays 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 additional details.

At 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.

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.

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: 2025-09-23

Application Deadline: 2025-12-18

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