Customer Services Administrator - (Bereavement/Financial Care)

Search; Glasgow; Remote; GBP 60,000 - 80,000; Full time

Job summary

A leading recruitment agency is seeking a Remote Customer Service Administrator to support the bereavement team within Financial Care. The role involves dealing with sensitive customer situations while working mostly remotely, with occasional in-person meetings in Glasgow or Leeds. Candidates must have administration or customer service experience and be available to start on November 10, 2025. Attractive pay and holiday allowance included.

Benefits

Weekly pay

39.5 days holiday allowance

Flexible working hours

Qualifications

• Experience in administration or customer service is essential.
• Ability to handle sensitive situations with empathy.
• Must be detail-oriented and able to manage workload independently.

Responsibilities

• Contact customers via phone, letter, and email.
• Provide exceptional customer service.
• Scan and verify documentation.
• Process legal paperwork and death certificates.
• Assist with closure of accounts and payments.

Skills

Attention to detail

Communication skills

Empathetic approach

Self-management

Job description

Overview

I currently have a fantastic opportunity for someone to join one of the UK's leading banking groups as a Remote Customer Service Administrator. You will join the bereavement team within Financial Care, to support with the finalisation of customer estates once deceased.

This role will be mostly remote working but if you are near a banking hub, you would be expected on site once a month/quarter (depending on location this will either be Glasgow or Leeds). This contract is until the end of March 2026, with scope for potential movement thereafter depending on performance.

Working hours are remote Monday to Friday 9am - 5pm. You will also enjoy weekly pay with an hourly pay rate of 12.91ph and an attractive holiday allowance of 39.5 days a year! The start date for this role will be the 10th November 2025 so you must be available to start on this date.

We are looking to speak with candidates with administration experience and also candidates from a customer service background, as long as you have the experience working in an empathetic manner or within sensitive situations with customers.

Duties and Responsibilities

• Contact with customers, via telephone, letter and email
• Provide customers with a first class service and a positive experience
• Scanning ID and verify documentation onto in house system
• Processing legal paperwork/ death certificates
• Complete the closure of accounts and payments
• Assist with any Inheritance Tax queries
• Providing full administration support at all times
• Take general enquiries regarding estates and closures

To be considered

• Excellent attention to detail
• First class communication skills
• Experience working within a sensitive or empathetic manner
• Ability to manage your own workload
• The ability to work on own initiative

PLEASE NOTE YOU MUST BE ABLE TO PASS A CREDIT CHECK AS WELL AS A FULL CRIMINAL AND DISCLOSURE SCOTLAND CHECK.

If you would like to know more, please apply now or contact Alice at (url removed)

Search is an equal opportunities recruiter and we welcome applications from all suitably skilled or qualified applicants, regardless of their race, sex, disability, religion/beliefs, sexual orientation or age