Customer Service Executive - InvestmentsOur client based in the City Centre of Edinburgh who are one of the UK''s leading and largest wealth management firms in the UK are looking to add a Customer Service Executive to their Digital Channels Customer Service Team.Our client offer award-winning personalised wealth management services that meet the varied needs of over 100,000 account holders, including individuals, charities, and pension funds. Start date - ASAPSalary - 28,000 - DOE with fantastic benefits such as performance related bonus yearly, Hybrid working, Excellent Pension scheme, Private health and so on.Working Hours - Monday to Friday - 35 Hours 9am - 5pm - 1 hour LunchLocation - Edinburgh City CentreKey Responsibilities: Handling incoming calls and mail from new and existing customers and resolving queries Communicating with both internal and external customers Inputting and maintaining client data with accuracy on systems Handle all aspects of a customer''s journey from account opening to closure or transfer of account Monitoring of transfers of assets/cash from other institutions ISA subscriptions and transfers Processing of cash transactions on behalf of customers Preparation and processing of all new client documentation and amendments General record keeping and electronic filing Set up and maintaining of online access for all digital portals Assisting and resolving customers queries with online access Adhering to Conduct Risk standardsTo be considered for ..... full job details .....