Customer Service Administrator

Tate Dorking; Epsom; On-site; GBP 22,000 - 26,000; Full time

Job summary

Join a warm and welcoming team as a Customer Service Administrator, where you'll engage with customers and help them understand various financial products. This role offers a supportive environment with opportunities for growth, including full training and sponsorship for professional qualifications. Enjoy a competitive salary, excellent benefits, and the chance to make a real difference in customer experiences. If you're organized and passionate about customer service, this is the perfect opportunity for you!

Benefits

BUPA Private Medical Cover

Generous Pension Scheme

Free Parking

Full Training and Ongoing Support

Sponsorship for Professional Qualifications

Qualifications

• Highly organized with excellent customer service skills.
• Experience in financial services or telephone-based customer service.

Responsibilities

• Explain products like ISAs, Bonds, and Mortgages.
• Answer calls and follow up on enquiries professionally.

Skills

Customer Service

Communication Skills

Organizational Skills

Microsoft Office

Job description

Job Description

This company is a genuinely lovely place to work - warm, welcoming, and professional, with plenty of room to grow your career. Whether you want to build your experience in customer service or move into one of the specialist teams later on, you'll be supported every step of the way.

As a Customer Service Administrator, you'll be one of the first people new or potential customers, intermediaries, or brokers speak to. You'll chat with them about their needs, answer their questions, and explain the benefits of different products - all in a friendly, helpful way (no hard selling or giving financial advice).

About 20% of your time will be admin-related, and the rest will be focused on providing excellent service.

Day-to-day, you'll:

• Learn about and explain products like ISAs, Bonds, and Mortgages
• Answer calls promptly and professionally
• Send out brochures, application forms, and other helpful info
• Follow up on enquiries and check in with current customers

What's in It for You?

Aside from joining a genuinely great team, you'll also get:

• A salary of up to £26,000
• An annual performance-related bonus
• Excellent benefits, including BUPA Private Medical cover and generous pension scheme
• Free parking
• Full training and ongoing support
• Sponsorship for professional qualifications

Experience required:

To be successful in this role you'll need to be highly organised with first class customer service and communication skills. The ideal candidate should ideally come from a financial services background (such as pensions, insurance, investments, mortgages etc) or an alternative telephone-based customer service position. You'll need a strong working knowledge of Microsoft Office software, and the ability to learn and easily navigate a variety of internal databases.

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.