Customer Service Representative, Office Angels

Office Angels

Location:
United Kingdom, Epsom

Category:
Customer Service

Contract Type:
Employment contract

Salary:

Not provided

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Job Description:

This role involves delivering excellent customer service in a financial services setting, with responsibilities including mortgage and savings account administration, handling customer inquiries, performing cashiering duties, and supporting other departments. The position requires strong communication, organisational, and analytical skills, as well as IT proficiency and a proactive mindset.

Job Responsibility:

Maintain up-to-date knowledge of all products and services offered by our client and their affiliated companies
handle telephone enquiries from existing mortgage and savings customers, providing prompt, accurate, and helpful responses
clearly explain products and services within the scope of the client's regulatory classification as an 'information only' provider, avoiding advice or guidance
carry out all aspects of mortgage account administration, including completions, redemptions, payments, product transfers, lease extensions, and general enquiries
prepare and send standard or dictated customer correspondence, including handling lost account enquiries
perform cashiering duties at Head Office, including opening, closing, amending, and processing transactions on savings accounts using internal systems
manage changes to customer and account information such as address updates, notice requests, and nominated bank account amendments
administer ISA transfers and assist with account registration procedures
support other departments as required, such as Loans Underwriting and the New Business Team
assist with system testing for new products and features
process internet account administration, including applications, security, and secure messaging
check and verify daily, weekly, and monthly reports
attend internal and external meetings as required
undertake additional duties as assigned by the Customer Service Manager or senior leadership

Requirements:

Background in financial services or a regulated industry
experience in a fast-paced telephone customer service environment
excellent organisational skills and attention to detail
strong written, verbal, and listening communication skills
ability to manage multiple tasks and switch priorities when needed
logical, analytical approach to problem-solving
fast learner with a strong sense of curiosity
IT literate with the ability to use a range of software and internal systems
team-oriented with a proactive and flexible mindset

What we offer:

Friendly, supportive team culture
training and development opportunities
varied and rewarding role within the financial services sector
opportunity to make a meaningful impact on customer experience

Additional Information:

Job Posted:
May 29, 2025

Employment Type:

Fulltime

Work Type:

On-site work

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Customer Service Representative