Financial Services Customer Specialist - Hybrid + Study Support

Optima Recruitment; Epsom; Hybrid; GBP 22,000 - 27,000; Full time

Job summary

A leading recruitment agency in Epsom is offering a customer service position with genuine career progression opportunities. The successful candidate will handle inquiries, issue necessary documentation, and manage account transactions for customers. Required qualifications include GCSE education and prior customer service experience. The role offers a salary up to £27,000 plus a discretionary bonus, along with a comprehensive benefits package including a pension scheme and professional study support.

Benefits

Pension Scheme

BUPA Membership

Professional Study Support

Free Parking

Social Events

Staff monthly draw

Perkbox

Life assurance

Income protection

Season ticket loan

Buy and sell holiday

Qualifications

• Minimum C grade in Math and English.
• Experience in financial services, banking, or insurance is advantageous.
• Confident and professional telephone manner.

Responsibilities

• Handle telephone enquiries and respond efficiently.
• Issue literature and application forms to customers.
• Follow up enquiries to convert them into applications.
• Provide progress updates to customers.
• Produce management information reports.
• Conduct account transactions for customers.

Skills

Customer service experience

Telephone handling

Organizational skills

Attention to detail

Education

GCSE level 5 grade A – C

Job description

A leading recruitment agency in Epsom is offering a customer service position with genuine career progression opportunities. The successful candidate will handle inquiries, issue necessary documentation, and manage account transactions for customers. Required qualifications include GCSE education and prior customer service experience. The role offers a salary up to £27,000 plus a discretionary bonus, along with a comprehensive benefits package including a pension scheme and professional study support.