Customer Service Advisor

Rubicon People; Wimborne Minster; Hybrid; GBP 27,000; Full time

Job summary

A financial services company in Wimborne Minster is looking for a Customer Service Advisor to handle customer enquiries and provide support in savings and mortgage operations. The ideal candidate will possess excellent customer service skills and administrative experience, with the opportunity to gain relevant qualifications like the Retail Banking Certificate or CeMAP. This position offers flexible, hybrid working arrangements and 27 days of annual holiday plus bank holidays.

Benefits

27 days annual holiday

Flexible/Hybrid working

Qualifications

• Experience within a customer-focused environment.
• Willingness to work towards Retail Banking Certificate or CeMAP.
• Knowledge of Money Laundering and Data Protection is desirable.

Responsibilities

• Handle customer enquiries via phone and face-to-face.
• Process savings and mortgage transactions.
• Support online services and technical queries.
• Escalate complaints and risks appropriately.

Skills

Excellent customer service skills

Admin experience

Strong PC skills

Excellent written and verbal communication

Education

Retail Banking Certificate

CeMAP

Job description

Customer Service Advisor | Wimborne Minster | £26,755

Looking to build a career in financial services or customer service? Enjoy helping people and working with detail?

This Customer Service Advisor role offers a mix of customer contact and admin support across savings and mortgage services. You’ll be part of a busy, friendly team where accuracy and initiative are valued.

As Customer Service Advisor, you will benefit from:

• Autonomy to manage your own workload
• Exposure to both savings and mortgage operations
• Support to gain a Retail Banking Certificate or CeMAP
• A varied role with technical and customer-facing tasks
• 27 days annual holiday (plus Bank Holidays)
• Flexible/Hybrid working

As Customer Service Advisor, your responsibilities will include:

• Handling customer enquiries via phone and face-to-face
• Processing savings and mortgage transactions
• Supporting online services and technical queries
• Escalating complaints and risks appropriately

As Customer Service Advisor, your experience will include:

• Excellent customer service skills and experience within a customer-focused environment
• Admin experience and strong PC skills
• Excellent written and verbal communication
• Willingness to work towards Retail Banking Certificate or CeMAP
• Knowledge of Money Laundering and Data Protection (desirable)

If you’re ready to take the next step in your career, we’d love to hear from you. Apply today with an up-to-date CV or call Harriet Forrester at Rubicon for more information.