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Role requirement

Vacancy type

Temporary

Sector

Business Support

Specialisim

Customer Service

Location

Edinburgh

Language skills

English

Job reference No.

16575

Salary

Competitive

Data Published

13/08/2026

Closing date

03/09/2026

Core-Asset Consulting is working with a leading financial services organisation to recruit a number of Customer Service Advisers.

There are opportunities across two areas of the operation: administration and telephony. Both roles are focused on delivering a high standard of service and positive customer outcomes within a fast-paced operational environment.

These are contract roles running until the end of May 2027 and based in the Gyle area of Edinburgh.

Essential Skills
* Previous experience in a customer service, administrative or operational environment.
* Strong written and verbal communication skills.
* Excellent attention to detail and the ability to process information accurately.

Desirable Skills
* Strong organisational skills, with the ability to prioritise workloads and manage multiple tasks.
* Previous experience within financial services, particularly platforms, pensions or investments would be beneficial.
* 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.

Core Responsibilities
* Process customer and adviser requests accurately and within agreed service levels.
* Investigate and resolve customer and adviser queries, liaising with internal teams and stakeholders where required.
* Maintain accurate customer records and update information in line with business procedures and regulatory requirements.
* Act as a first point of contact for advisers and customers through telephony and digital support channels (telephony role).
* Support outbound customer contact and complete customer requests. (telephony role)
* Handle inbound customer and adviser queries once fully trained (telephony role).
* Deliver excellent customer service and resolve issues efficiently.

Core-Asset Consulting is an equal opportunities recruiter and we welcome applications from everyone irrespective of age, disability, gender, gender identity or expression, race, colour, ethnic or national origin, sexual orientation, religion or belief, marital/civil partner status or pregnancy.

To apply for this vacancy applicants must be eligible to work in the UK in accordance with the Immigration, Asylum and Nationality Act 2006.

At Core-Asset, we're committed to protecting and respecting your privacy. Our privacy statement explains when and why we collect personal information about people who engage with our services, how we use it, the conditions under which we may disclose it to others, and how we keep it secure. We may change this policy from time to time, so please check this policy occasionally to ensure that you're happy with any changes.

By engaging with us (either by applying for a job we're advertising, registering through our website, or getting in touch with our business) you're agreeing to be bound by this policy.

Core-Asset Consulting is committed to protecting the privacy of our candidates, clients and website users. For further information, please refer to our full Privacy Statement available on our website http://www.core-asset.co.uk/about-core-asset/privacy-statement

Core-Asset Consulting offers specialist recruitment services to asset management, accounting & finance, asset servicing, legal and the wider financial services sector in Scotland.

Contact

Image
T: 0131 264 0246 M: 07946 099 441
Emma Hogg Associate Director, Interim, Temporary & Contract

A founding member of Core-Asset Solutions, Emma has been central to developing the division’s market-leading approach to interim, temporary, and contract recruitment. She now leads the team, with a clear focus on quality, and client service.

As Associate Director, Emma brings over 15 years of experience and is renowned for her deep industry knowledge and blend of empathy and efficiency. Drawing on her extensive financial services market knowledge and specialist industry insight, Emma also provides expertise in contract management, regulatory guidance, pre-employment screening, and payroll services.

Emma's dedication to seeing people flourish, whether in her team or among her clients and candidates, makes her an invaluable part of Core-Asset Consulting.

We put people before profit, service before sales and ethics above all.

Betsy Williamson Chief Executive Officer

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