Customer Service Advisor

JAM Recruitment Ltd; Reading; Hybrid; GBP 27,000 - 33,000; Full time

Job summary

JAM Recruitment Ltd in Reading is seeking a friendly Customer Service Advisor for a busy hybrid role supporting start-up loan applicants, handling 300+ enquiries and guiding them through the loan process.

You will explain eligibility, maintain CRM records, liaise with banking partners, and promote additional support services while delivering an exceptional customer experience from enquiry to application.

Qualifications

• Experience in customer-facing roles, preferably in financial services or lending.
• Excellent communication and relationship-building skills.
• Proficient in CRM systems and Microsoft Office.
• Highly organised with strong attention to detail.
• Comfortable managing a high volume of customer enquiries.

Responsibilities

• Act as the first point of contact for customer enquiries via phone and email.
• Manage a pipeline of 300+ customer enquiries and loan applications.
• Explain start-up loan products, eligibility criteria and the application process.
• Guide customers through each stage of their application and documentation.
• Maintain accurate customer records using CRM systems.
• Liaise with banking partners and internal teams to progress loan applications.
• Deliver exceptional customer service through regular communication and follow-up.
• Promote training courses, business events and additional support services.
• Work towards customer service KPIs and team targets.

Skills

Customer service

Excellent communication

CRM systems

Microsoft Office

High-volume handling

Tools

CRM systems

Microsoft Office

Job description

The Customer Service Advisor in Reading will act as the primary contact for individuals seeking start‑up loans and business guidance. This full‑time, hybrid position offers a salary of £30,000 per annum, with working hours from Monday to Friday. Your responsibilities involve managing a pipeline of over 300 customer enquiries, clarifying funding options and eligibility, and supporting applicants through the loan process. You will ensure all documentation is completed accurately, maintain precise CRM records, and build strong relationships with customers. This role requires a friendly, customer‑focused approach to deliver an exceptional experience from initial contact through to application completion.

Customer Service Advisor Location: Reading (Hybrid) Salary: £30,000 per annum Hours: Monday to Friday, 40 hours per week

The Role We are looking for a friendly and customer‑focused Customer Service Advisor to join a busy and supportive team. As a Customer Service Advisor, you will be the first point of contact for customers enquiring about start‑up loans and business support. Managing a pipeline of over 300 customer enquiries, the Customer Service Advisor will guide applicants through the start‑up loan process, explain eligibility and funding options, and ensure all required documentation is completed. You will provide an exceptional customer experience from initial enquiry through to application while maintaining accurate CRM records and building strong relationships with customers. Working closely with internal teams and banking partners, the Customer Service Advisor will also promote additional services, including training programmes, mentoring and networking events, helping customers access the support best suited to their needs.

Key Responsibilities

• Act as the first point of contact as a Customer Service Advisor for customer enquiries via phone and email.
• Manage a pipeline of 300+ customer enquiries and start‑up loan applications.
• Explain start‑up loan products, eligibility criteria and the application process.
• Guide customers through each stage of their application and supporting documentation.
• Maintain accurate customer records using CRM systems.
• Liaise with banking partners and internal teams to progress loan applications.
• Deliver exceptional customer service through regular communication and follow‑up.
• Promote training courses, business events and additional support services.
• Work towards customer service KPIs and team targets.

About You

• Previous experience as a Customer Service Advisor, Customer Support Advisor or in a similar customer‑facing role.
• Excellent communication and relationship‑building skills.
• Experience using CRM systems and Microsoft Office.
• Highly organised with strong attention to detail.
• Comfortable managing a high volume of customer enquiries.
• Experience within financial services, banking, lending or loan administration would be highly advantageous.
• Passionate about delivering outstanding customer service and supporting customers throughout their journey.