Customer Service Adviser

Who you are

• Experience in an administrative, operational or customer service environment
• Excellent attention to detail and the ability to process information accurately
• Strong written and verbal communication skills
• Strong organisational skills with the ability to prioritise workloads and manage multiple tasks effectively
• Previous experience within the financial services sector (platform, pensions, investments would be advantageous)
• Good problem-solving skills and confidence investigating issues through to resolution
• A positive and collaborative approach with the ability to work effectively within a team
• Good digital literacy and confidence using a variety of systems and applications
• A customer-focused mindset with a commitment to delivering excellent outcomes
• The ability to adapt to changing priorities within a fast-paced operational environment

What the job involves

• Aberdeen is one of the world's largest investment companies, built on a long-standing culture of caring about the future and making a positive impact. Together we invest for a better future. Our Adviser business provides financial planning solutions and technology for UK financial advisers enabling them to create value for their business and their clients
• The Client Servicing Team plays a critical role in delivering excellent outcomes for advisers and their clients. We are responsible for processing a wide range of customer and adviser requests, ensuring work is completed accurately, efficiently and in line with regulatory requirements
• Our teams are committed to delivering great service, reducing effort for our customers and supporting the smooth operation of our platform
• Accurately process a wide range of customer and adviser requests across our investment platform and servicing operations
• Review and action work items within agreed service levels, ensuring all activity is completed to a high standard
• Investigate and resolve queries, liaising with internal teams and stakeholders where required
• Maintain accurate customer records and update information in line with business procedures and regulatory requirements
• Identify and escalate risks, issues and exceptions appropriately to ensure good customer outcomes
• Support continuous improvement by identifying process inefficiencies and recommending enhancements
• Work collaboratively with colleagues across operational teams to deliver excellent service and achieve team objectives
• Ensure all work is completed in accordance with internal policies, controls and governance requirements
• Develop and maintain knowledge of products, services and operational processes to support effective decision-making
• Contribute to a culture focused on customer excellence, quality and right-first-time processing

The application process

• Closing date: 20th August (We reserve the right to close earlier due to volume of applications)

Benefits

• Salary sacrifice pension arrangement
• Private health insurance
• Life Assurance
• 40 days holiday if you work full time
• Dental insurance
• Health assessments
• Critical illness cover
• Will writing
• Power of attorney
• Financial Guidance and Advice
• Holiday buy
• Discounted gym memberships
• Cycle to work
• Interest free season ticket loan
• Electric car lease scheme
• Travel insurance
• Personal accident insurance
• Share Plans
• Give As You Earn (GAYE)
• Volunteering
• Long service awards
• Subscription to Interactive Investor
• Subscription to Finimize
• Employee Assistance Programme (EAP)
• Supportive parental leave policies , delivered regionally (e.g. 26 weeks paid leave in UK for primary and secondary caregivers)
• Employee discount site
• Discounted parking