Customer Service Advisor
Location: Epsom, Surrey
Contract Type: Full-time, Permanent
Hours: Monday to Friday, 9:00am - 5:30pm (Plus 4 hours weekend overtime once a month, paid at 1.5x rate)
Salary: £25,000 + Bonus + Overtime + Incredible Benefits (keep scrolling to see more!)
About the Role:Are you the go-to person for customer support and admin excellence? Do you thrive in a role where you can make a real impact? Then apply to this role as a Customer Service Representative, where you'll play a vital part in delivering top-tier service for our client's Mortgage and Savings customers.
From handling accounts to offering product insights (all FCA-compliant, of course), you'll ensure that our customers are not just satisfied, but wowed.
What You'll Be Doing:
- Be the friendly voice that answers calls quickly and professionally, helping customers with their enquiries.
- Stay on top of the companies ever-evolving product offerings, giving accurate info while following FCA guidelines.
- Promote products and services in a non-advisory role, focusing on information rather than guidance.
- Handle a variety of mortgage admin tasks like completions, redemptions, payments, and customer updates.
- Manage savings accounts, from opening new ones to processing withdrawals and payments.
- Help maintain customer satisfaction by conducting service checks and analysing feedback.
- Support mortgage arrears operations and help prepare statistical reports.
- Keep savings customers happy by responding to account enquiries, both written and over the phone.
- Manage ISA transfers and keep the processes running smoothly.
You're an admin whiz with a passion for customer service and a love for multitasking. You're comfortable working within FCA guidelines and enjoy staying organised while balancing multiple priorities. Bonus points if you've got experience in financial services!
Perks You'll Love:The company believes in rewarding hard work. The perks package is designed to make you feel valued, both in and out of the office:
- Up to 16% Pension Contribution - yes, really!
- 23 days holiday, rising to 27 with length of service (plus Bank Holidays).
- Local Parking Permit - because we know the struggle is real.
- Discretionary Bonus - based on company and individual performance.
- Company Social Events - work hard, play hard!
- Perkbox Membership - get discounts on all your faves.
- Bupa Private Medical Insurance - your health matters.
- Professional Study Support - we'll help you grow!
- Volunteer Day - give back to causes that matter to you.
- Life Assurance (4x salary) - peace of mind for you and your loved ones.
- Season Ticket Loan & Hybrid Working Options - balance your work and life in style.
- And plenty more, including income protection, staff prize draws, and the option to buy/sell holiday!
If this sounds like your kind of role, don't wait-Apply Today!
Please be aware this advert will remain open until the vacancy has been filled. Interviews will take place throughout this period, therefore we encourage you to apply early to avoid disappointment.
Tate is acting as an Employment Business in relation to this vacancy.
Tate is committed to promoting equal opportunities. To ensure that every candidate has the best experience with us, we encourage you to let us know if there are any adjustments we can make during the application or interview process. Your comfort and accessibility are our priority, and we are here to support you every step of the way.Additionally, we value and respect your individuality, and we invite you to share your preferred pronouns in your application.