Customer Service Representative

JR United Kingdom; Guildford; On-site; GBP 25,000 - 29,000; Full time

Job summary

A leading financial services company is seeking a Customer Service Representative to join their dynamic team in Guildford. This role focuses on delivering exceptional customer service, managing various inquiries related to Mortgage and Savings Accounts, and ensuring seamless administrative operations. Join a supportive team and gain valuable experience in a fast-paced environment while developing expertise in the financial sector.

Benefits

Annual bonus

Generous benefits

Supportive team environment

Varied tasks

Qualifications

• Detail-oriented, customer-focused individual preferred.
• Experience in financial services is a plus.

Responsibilities

• Handle inquiries over the phone or in person.
• Manage accounts and process completions, payments, and transfers.
• Participate in system testing.
• Prepare customer correspondence and review reports.

Skills

Customer Focus

Attention to Detail

Communication

Job description

Customer Service Representative

Hours: 9:00 – 5:30 OR 8:00 – 4:30

Salary: £25,000 (plus annual bonus & generous benefits)

Your Role:

Join our dynamic team as a Customer Service Representative, becoming the go-to expert for Mortgage and Savings Accounts! We seek a detail-oriented, customer-focused individual to deliver excellent service and seamless administration.

What You'll Be Doing:

• Handle inquiries confidently—over the phone or in person—ensuring every customer feels heard and supported.
• Stay updated 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 ensure smooth operations.
• Handle administrative amendments, prepare customer correspondence, and review reports for accuracy.
• Participate in system testing to ensure new products and updates function properly.

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!