Customer Service Representative

Tate Recruitment; Woking; Hybrid; GBP 40,000 - 60,000; Full time

Job summary

A leading recruitment agency is seeking a Customer Service Representative to join a friendly team in Surrey, United Kingdom. You will handle customer enquiries and administer mortgage accounts while delivering exceptional service. Ideal candidates will exhibit excellent organizational skills, a problem-solving mindset, and a keen eye for detail. This office-based position offers a competitive salary starting at £26,000 plus bonuses, with hybrid working options after probation. Join our team and contribute to a customer-focused organization.

Benefits

Company pension

Training and development opportunities

Supportive team environment

Onsite parking

Qualifications

• Proficiency in handling customer enquiries with accuracy.
• Familiarity with mortgage account administration is advantageous.
• Comfortable with multitasking in a busy environment.

Responsibilities

• Handle customer enquiries via phone and online.
• Administer mortgage accounts and manage transfers.
• Prepare letters and support internet account processes.

Skills

Excellent organisational and communication skills

Logical and analytical approach to problem-solving

Accuracy and attention to detail

Ability to multitask and adapt quickly

IT literacy and eagerness to learn

Experience in customer service

Job description

Customer Service Representative – Finance

📍 Surrey

🕒 9am to 5 : 30pm, Monday to Friday

💼 £26,000 starting salary + bonuses

🕒 Office-based, hybrid after probation

Looking to build a career in financial services with a trusted, customer-focused organisation?

We’re seeking a Customer Service Representative to a friendly team in Surrey. This role is perfect for someone who thrives on variety, enjoys problem-solving, and takes pride in delivering exceptional service.

What you’ll be doing :

• Handling customer enquiries via phone and online with professionalism and accuracy
• Administering mortgage accounts (completions, payments, transfers, amendments)
• Managing accounts, including opening, closing, and transfers
• Preparing letters and responding to enquiries
• Performing cashiering duties and supporting internet account processes

What you’ll bring :

• Excellent organisational and communication skills
• A logical, analytical approach to problem-solving
• Accuracy and attention to detail
• Ability to multitask and adapt quickly
• IT literacy and eagerness to learn
• Experience in customer service (financial services experience is a bonus!)

Perks & Benefits :

• Company pension
• Training and development opportunities
• Supportive team environment
• Onsite parking

What you need to do now :

Click Apply Now and send us your CV. We’ll be in touch as soon as possible!