Vacancy details

UK | Edinburgh

This vacancy is now closed


Customer Service Advisor (Financial services) 

We are currently recruiting for a Customer Support agent to join our expanding team working within Financial Services for an exciting and modern bank.   

The main purpose of this role is to work closely with the client to provide professional and efficient support to their customers through chat, email and telephone, in line with contractual agreements.   


Main duties and responsibilities include: 

  • To respond to all client activities within given timescales, efficiently, effectively and accurately using the different methods of communication e.g. chat, calls and emails. 
  • To develop and maintain a full knowledge of client processes and services 
  • To be able to recognise when a problem or query should be transferred to another department or a more senior member of staff 
  • Logging of all activities accurately and in line with procedure within client CRM tool 
  • Responsible for maintaining and updating all administration 
  • To meet and exceed daily/weekly/monthly targets 
  • Adhering to the Secure Area policy 

Role Requirements  

In order to be considered for this position, candidates must be able to demonstrate the following skills and experiences: 

  • Fluent in English 
  • Commitment to a high level of accuracy 
  • Excellent attention to detail 
  • Ability to work on own initiative and under pressure to achieve deadlines 
  • Good organisational skills and ability to multitask 
  • Basic knowledge Microsoft Suite  
  • Previous customer service experience essential 
  • Previous contact centre experience ideal, but not essential 
  • Previous financial services background ideal, but not essential 

The operating hours are Monday to Sunday 8:00 to 18:00. Shifts will range between these hours, 5 days out of 7. Flexibility is essential. These hours are likely to change in the future.  


As part of the recruitment process candidates must be able to demonstrate that they are eligible to work in the United Kingdom. Candidates must also pass a credit check, as well as a Disclosure Scotland background check.