Job Description

What is the opportunity?

We have an exciting opportunity to join our Edinburgh team as a Customer Service Advisor on a permanent basis.

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

RBC's expectation is that all employees and contractors will work in the office with some flexibility to work up to 1 day per week remotely, depending on working arrangements.

What will you do?

• Handle incoming calls and mail from new and existing customers and resolving 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

• Customer service experience within financial services.
• Confident using Microsoft Office (Word, Excel, Outlook and Teams) as well as the ability to adapt to new systems.
• Clear and concise communication skills - oral and written.

Nice-to-have

• Willingness to work to obtain qualifications relevant to the role.

What is in it for you?

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.

• 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.

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 pay 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.

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Job Skills

Additional Job Details

Address:

144 MORRISON STREET:EDINBURGH

City:

Edinburgh

Country:

United Kingdom

Work hours/week:

35

Employment Type:

Full time

Platform:

WEALTH MANAGEMENT

Job Type:

Regular

Pay Type:

Salaried

Posted Date:

2026-09-01

Application Deadline:

2026-11-10
Note : Applications will be accepted until 11:59 PM on the day prior to the application deadline date above

Our Employment Opportunities

At RBC, we are guided by living shared values of Client First, Integrity, Collaboration, Respect and Excellence and winning together as One 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.

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Expand your limits and create a new future together at RBC. Find out how we use our passion and drive to enhance the well-being of our clients and communities at jobs.rbc.com.

RBC is presently inviting candidates to apply for this existing vacancy. Applying to this posting allows you to express your interest in this current career opportunity at RBC. Qualified applicants may be contacted to review their resume in more detail.