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Customer Services Advisor (Banking) - Temp

Glasgow Temporary £13 - £15 per hour View Job Description
Our client is looking for a temp who has worked in banking - great rate per hour!
  • Glasgow
  • Office Based

About Our Client

A leader in their field

Job Description

  • Client Support: Provide administrative support to financial advisors and clients, including scheduling meetings, handling inquiries, and preparing documentation.
  • Financial Recordkeeping: Maintain and organize client records, financial documents, and databases. Ensure accurate and timely processing of financial transactions.
  • Compliance & Reporting: Assist with preparing reports for regulatory bodies, ensuring compliance with relevant laws and internal policies.
  • Data Entry & Analysis: Input and analyze financial data into the firm's systems, ensuring accuracy and consistency.
  • Document Preparation: Prepare financial statements, investment reports, and other relevant documents for clients and internal use.
  • Transaction Management: Assist in processing financial transactions, such as deposits, withdrawals, and account transfers, ensuring all actions are documented and processed accurately.
  • Client Communication: Handle client correspondence and ensure a high level of customer service.
  • Administrative Support: Perform general administrative duties such as filing, managing schedules, and maintaining office supplies.
  • Team Collaboration: Work closely with other departments, such as compliance, accounting, and operations, to ensure seamless workflow and client satisfaction.



The Successful Applicant

  • Previous experience in a financial services or administrative role is highly preferred.
  • Strong knowledge of financial products, services, and regulatory requirements.
  • Proficient in Microsoft Office Suite (Excel, Word, PowerPoint) and financial management software.
  • Excellent organizational and time-management skills.
  • Strong attention to detail and ability to work under pressure.
  • Excellent written and verbal communication skills.
  • Ability to maintain confidentiality and handle sensitive financial information with discretion



What's on Offer

A competitive rate and great working environment

Contact
Victoria Natillo
Quote job ref
JN-032025-6685913
Phone number
+44 131 243 2919

Job summary

Job function
Banking & Financial Services
Subsector
Operations / Middle Office - Banking / Securities
Sector
Business Services
Location
Glasgow
Contract type
Temporary
Consultant name
Victoria Natillo
Consultant phone
+44 131 243 2919
Job reference
JN-032025-6685913