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For Companies At a Glance
- Tasks: Become the expert in Mortgage and Savings Accounts while delivering top-notch customer service.
- Company: Join a friendly team in Epsom, dedicated to providing excellent financial services.
- Benefits: Enjoy a competitive salary, annual bonus, and generous benefits with flexible working hours.
- Why this job: Experience a dynamic role with varied tasks and opportunities for personal growth in finance.
- Qualifications: Detail-oriented and customer-focused individuals are encouraged to apply, no prior experience required.
- Other info: Perfect for those who thrive in fast-paced environments and love helping others.
The predicted salary is between 20000 - 30000 £ per year.
Location: Epsom
Hours: 9:00 – 5:30 OR 8:00 – 4:30
Salary: £25,000 (plus annual bonus & generous benefits)
Your Role:
Join our dynamic team and become the go-to expert for Mortgage and Savings Accounts! We’re looking for a detail-oriented, customer-focused individual to deliver top-tier service and seamless administration.
What You'll Be Doing:
- Handle inquiries with confidence—whether over the phone or in person—ensuring every customer feels heard and supported.
- Stay up to date with all our offerings and provide accurate information without giving financial advice.
- Manage accounts, process completions, redemptions, payments, transfers, and customer updates.
- Investigate lost accounts, process ISA transfers, and support mortgage arrears operations.
- Assist with cashiering, liaise with external suppliers, and collaborate across departments to keep things running smoothly.
- Handle administrative amendments, prepare customer correspondence, and review reports to maintain accuracy.
- Participate in system testing, ensuring new products and updates function seamlessly.
Why Join Us?
- Be part of a supportive and friendly team
- Gain valuable experience in financial services
- Enjoy varied tasks that keep every day interesting
- Develop your expertise in mortgages and savings
If you thrive in a fast-paced environment and love delivering exceptional customer service, we’d love to hear from you!
Locations
Customer Service Advisor - Account Servicing employer: Tate Recruitment
Contact Detail:
Tate Recruitment Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Customer Service Advisor - Account Servicing
✨Tip Number 1
Familiarise yourself with common mortgage and savings account queries. Understanding the typical questions customers ask will help you respond confidently during interviews and demonstrate your customer service skills.
✨Tip Number 2
Practice your communication skills, both verbal and written. Since you'll be handling inquiries over the phone and in person, being articulate and clear will set you apart from other candidates.
✨Tip Number 3
Research our company culture and values. Showing that you align with our mission and are enthusiastic about contributing to a supportive team will make a positive impression during your interview.
✨Tip Number 4
Prepare examples of how you've successfully handled customer service challenges in the past. Being able to share specific experiences will highlight your problem-solving abilities and customer focus.
We think you need these skills to ace Customer Service Advisor - Account Servicing
Some tips for your application 🫡
Understand the Role: Read the job description carefully to understand the key responsibilities and skills required for the Customer Service Advisor position. Tailor your application to highlight your relevant experience in customer service and account management.
Craft a Compelling CV: Ensure your CV is up-to-date and clearly outlines your experience in customer service, particularly in financial services if applicable. Use bullet points to make it easy to read and focus on achievements that demonstrate your ability to handle inquiries and manage accounts effectively.
Write a Strong Cover Letter: In your cover letter, express your enthusiasm for the role and the company. Mention specific examples of how you've provided exceptional customer service in the past and how you can contribute to the team. Make sure to address the skills mentioned in the job description.
Proofread Your Application: Before submitting your application, take the time to proofread your CV and cover letter. Check for any spelling or grammatical errors, and ensure that all information is accurate and presented professionally. A polished application reflects your attention to detail.
How to prepare for a job interview at Tate Recruitment
✨Know the Role Inside Out
Familiarise yourself with the responsibilities of a Customer Service Advisor, especially regarding mortgage and savings accounts. Understand the key tasks like handling inquiries, managing accounts, and processing transactions to demonstrate your readiness for the role.
✨Showcase Your Customer Service Skills
Prepare examples from your past experiences where you provided exceptional customer service. Highlight situations where you resolved issues or went above and beyond to support customers, as this is crucial for the position.
✨Stay Updated on Financial Products
Research the company's offerings related to mortgages and savings. Being knowledgeable about their products will help you answer questions confidently and show your enthusiasm for the role.
✨Demonstrate Team Collaboration
Be ready to discuss how you work well in a team environment. Provide examples of how you've collaborated with colleagues or departments in previous roles, as teamwork is essential in this position.
