Customer Services Administrator

Eden Scott's client is currently seeking a number of Client Services Administrators to join their operation in Edinburgh, the successful individual will work as part of the back-office function. These roles will be hybrid working from home and the office once trained Responsibilities: Respond to phone and email inquiries from mutual fund shareholders regarding, among others, financial transactions, account information or processing a transaction. Deal with requests to make updates to shareholder accounts or instructs shareholders on how to make account changes. Answers phones and responds to shareholder emails with inquiries handled without a handoff for assistance. Follows the best practice call outline when addressing and closing standard calls and to ensure that the most current information is provided. Completes security forms in compliance with regulatory requirements. Actively listens to shareholder needs in order to provide service that ensures continued shareholder satisfaction and complete, accurate fulfillment of shareholder asks. Makes an initial determination of which inquiries should be escalated or will necessitate completion of an electronic ticket. Confirms conclusions with more senior team members. Escalates inquiries or completes electronic tickets to initiate delivery of historical statements or pass forms to shareholder as requested. Has a clear understanding of Policy and Procedures. Completes standard security protocol to verify shareholder identity and prevent fraud prior to releasing information. Handles customer complaints following our standard procedures and regulatory guidelines. Accepts feedback and coaching and proactively adjust own management of call flows in response to feedback. Can work in a very structured environment. No direct reports. Experience Required: Previous Client Services Administration experience Team Player If you feel you can rise to the challenge, please contact Karen Kerr at the earliest opportunity on 0131 550 1129 or e-mail Karen.kerredenscott.com Eden Scott offers the services of an employment agency for permanent work and an employment business for temporary work. This position may be just one of numerous opportunities we are handling that you could have an interest in pursuing. If you have not been in touch with us before, please call on 0131 550 1100 or drop off a CV at financialservicesedenscott.com and we will make sure that most relevant Consultant gets back to you as soon as possible. Please note that we never send CVs anywhere without your prior consent.

Location: Edinburgh, GB

Posted Date: 1/12/2025