Customer Service Advisor - Financial Services

Diana Duggan UK Limited
11 Mar 2017
10 Apr 2017
Contract Type
Full Time

One of the 'Big Four’ Financial Services firms, is managing a regulation project, on behalf of a Bank.

The client is seeking individuals to join the Initial Enquiries Team, which acts as a first point of contact for customers; assisting with queries relating to the claim process.

This position is an opportunity to manage your own workload, take ownership of queries, and provide a high level of customer service, within a dynamic and fast paced environment!


  • Respond to customer claim queries; liaising via written/email correspondence.
  • Issue questionnaires to customers.
  • Conduct investigations to determine the suitability of customer applications/cases.
  • Refer eligible customer cases to the investigations team.
  • Provide customers with further information if their claim request is unsuccessful.
  • Escalate complex queries to relevant department.
  • Advise customers about the claim process/provide progress updates.
  • Log all queries/cases and update in-house systems
  • Provide wider team support.
  • Work to deadlines.


  • Customer service/ administration experience
  • Excellent verbal and written communication
  • Attention to detail
  • Problem solver
  • Deadline driven
  • IT proficient

This is a contract role, for a project until December 2017 (scope for extension), based in Glasgow City Centre.

Numerous intakes in March and April 2017.

Working hours operate on a night shift basis; Monday to Thursday 21:00 to 06:00. (Scope for paid overtime).

Full training is offered, which will be during the first two weeks of the contract, Mon-Fri 09:00-17:30.

If you are interested in this opportunity, please send your CV to Diana Duggan Associates.