At a Glance
- Tasks: Manage customer relationships and support clients through their mortgage journey.
- Company: Growing mortgage broker with a focus on exceptional customer service.
- Benefits: Competitive salary, performance bonuses, career progression, and company events.
- Other info: Exciting opportunities for growth in the financial services sector.
- Why this job: Join a dynamic team and make a real difference in customers' lives.
- Qualifications: Excellent communication skills and previous customer service experience preferred.
The predicted salary is between 25000 - 30000 £ per year.
Proper Recruitment are working with a growing Mortgage broker who are looking for an enthusiastic and customer-focused Customer Coordinator to join their expanding team. This is a predominantly telephone-based role, ideal for someone who enjoys building relationships, delivering exceptional customer service and supporting clients throughout their mortgage journey. You’ll work closely with Mortgage & Protection Advisors, managing appointments, progressing enquiries and ensuring every customer receives a first-class experience.
Responsibilities:
- Manage customer relationships from enquiry through to completion
- Handle inbound and outbound customer calls
- Book and manage advisor appointments
- Support clients throughout the mortgage process
- Build strong customer relationships and identify opportunities
- Maintain accurate records using CRM systems
Requirements:
- Excellent telephone manner and communication skills
- Previous customer service experience (mortgage or insurance knowledge beneficial)
- Strong organisational skills with the ability to multitask
- Confident working in a target-driven environment
- IT literate with experience using Microsoft Office
Benefits:
- Career progression opportunities
- Performance-based salary reviews
- Pension
- Company Events
If you’re a confident communicator looking to develop your career within Financial Services, we’d love to hear from you.
Salary: £25,000 + bonuses
On Target Earnings [OTE]: Circa £30,000
If you are a motivated individual with a passion for delivering exceptional customer service, we would love to hear from you. Please submit your CV and apply.
Customer Service Representative in Chelmsford employer: Proper Recruitment
Join a dynamic and supportive team at a growing mortgage broker in Essex, where your passion for customer service will be valued and rewarded. With excellent career progression opportunities, performance-based salary reviews, and a vibrant work culture that encourages collaboration and personal growth, this role offers a unique chance to make a meaningful impact on clients' mortgage journeys while enjoying company events and a competitive salary package.
StudySmarter Expert Advice🤫
We think this is how you could land Customer Service Representative in Chelmsford
✨Tap into Campus Networks
If you're still in uni, don’t forget to engage with your campus's career services and attend finance-related events. Banks often do presentations and recruitment drives on campus, so put yourself out there and make use of these opportunities to show off your passion for the field.
✨Get Certified
Consider pursuing relevant certifications like the CFA or ACCA while you’re job hunting. They not only beef up your CV but also connect you with professional bodies which can lead to networking opportunities and even job openings in banking and financial services.
✨Connect on Professional Platforms
Join finance-focused groups on platforms like LinkedIn and engage in discussions. This can really help you stand out from the crowd, allowing potential employers to see your knowledge and interest in industry trends. Plus, you might stumble upon job postings shared exclusively within the group.
✨Apply Directly and Be Proactive
Don’t shy away from reaching out directly to firms like Proper Recruitment. Use their websites and apply through them, but also consider following up with a polite email to express your enthusiasm. Being proactive can make a huge difference in getting noticed in the competitive financial services sector.
We think you need these skills to ace Customer Service Representative in Chelmsford
Some tips for your application 🫡
Show Off Your Numbers!:In the banking and financial services world, quantifiable achievements are key. Make sure your CV highlights your grades in relevant subjects, any financial certifications you hold, and specific projects where you've delivered measurable results. Employers love to see how your skills translate into real-world success.
Tailor Your Cover Letter to the Role:When applying for a full-time position, your cover letter should make a direct connection between your experience and the job description. Don't just state your enthusiasm for finance—dive into how your background in banking or financial analysis sets you apart. Let your passion shine through while being specific about what you can bring to Proper Recruitment.
Include Relevant Financial Software Experience:If you've worked with financial modelling tools or software like Excel, SAP, or specific analytical tools during your studies or internships, bring that up! Highlighting your proficiency can really make your application pop and show you're ready to hit the ground running in a full-time role.
Research and Reflect:Before hitting that 'apply' button on Proper Recruitment's website, do a little digging. Look up their recent projects, values, and culture. Reflecting their ethos in your application can make a huge difference and show you’re genuinely interested in being part of the team!
How to prepare for a job interview at Proper Recruitment
✨Brush Up on Financial Analysis Skills
Make sure you're well-versed in financial concepts and analytical techniques relevant to banking and financial services. Get comfortable with tools like Excel for modelling or financial forecasting, as technical questions in this area are common during interviews with Proper Recruitment.
✨Prepare for Case Studies
Expect to tackle case studies that demonstrate your problem-solving skills in real-world banking scenarios. Familiarise yourself with the types of problems you might face—think risk assessments or investment evaluations—and be ready to articulate your thought process clearly.
✨Show Your Passion for Finance
Since this is a full-time position, employers at Proper Recruitment will be keen to see your genuine interest in finance. Be prepared to discuss recent industry trends or news articles that excite you, showcasing your enthusiasm and engagement with the field.
✨Network with Industry Professionals
Before your interview, reach out to current or former Proper Recruitment employees on platforms like LinkedIn. They'll offer unique insights into the company's culture and the interview process, which can give us a delightful edge in showcasing a good fit for the team.
