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Customer Service Representative (Financial Services)

Customer Service Representative (Financial Services)

£24,000 – £25,000 + Training + Progression + Bonus + Overtime + Hybrid working options + 1 in 4 Saturdays

Epsom, Surrey

Are you from a customer service or administrator background looking to join a prestigious financial services organisation who will provide comprehensive training and the opportunity to progress through to Senior roles?

On offer is the opportunity to join a multi award winning company with a highly collaborative culture. Within a tight-knit team, you’ll take on a pivotal role in expertly managing mortgage and savings accounts, all while prioritizing unparalleled customer service. From day one, you’ll be paired with a dedicated buddy, guiding you through your first four months, ensuring you have every opportunity to thrive and shine in a dynamic environment.

In this role, you’ll oversee administrative duties for mortgage accounts, addressing inquiries and promoting products and services via phone, email and letters to ensure customer satisfaction. You’ll also have the chance to suggest products tailored to their needs, providing a client-centric service.

This role would suit a Customer Service Representative or similar with and interest in financial services who is looking to join a highly collaborative environment where they will be advancing in their customer service skills while progressing in their career to a senior role.

The Role

  • Manage mortgage account administrative tasks, including completions and payments – Training available
  • Engage customers via phone and email, resolving inquiries and promoting products – Training available
  • Proactively upsell tailored products, ensuring ongoing satisfaction and enhancing opportunities – Training available

The Person:

  • Administrative experience
  • Customer Service Experience
  • Happy to work 3 hours on a Saturday once a month

Keywords: Customer Service, Call Centre, Administration, Finance, Financial Services, Epsom, Admin, Financial Services, Mortgages, Savings

Reference Number: BBBH13055

If you’re interested in this role, click ‘apply now’ to forward an up-to-date copy of your CV, or call us now.
If this job isn’t quite right for you but you are looking for a new position, please contact us for a confidential discussion on your career.
Ernest Gordon Recruitment Limited acts as an employment agency for permanent recruitment and employment business for the supply of temporary workers. By applying for this job, you accept the T&C’s, Privacy Policy and Disclaimers which can be found at our website.

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