Financial Services Customer Advisor

Our client, a global leader within the Financial Services industry, is currently recruiting for a Financial Services Customer Advisor. This is a fantastic opportunity to join a company that pride themselves on providing a dedicated and trusted service to their clients.

Key Duties & Responsibilities:

• Understand the terms and conditions of a customer’s loan so that they can be clearly explained to, and met by, the customer.
• Review and process requests for information accurately and within service level agreements.
• Receive and resolve standard loan enquiries from customers and their advisors.
• Ensure information relating to customers and their loans is current and accurate. Process any amendments to customer’s accounts accurately and in accordance with procedures and regulatory requirements.
• Ensure that customers are correctly informed of payments due, and that the collection of the required payment is made accurately and in accordance with BACS rules.
• Process requests for redemption statements in a prompt and timely manner and ensure that upon receipt of required funds the loan security is released in accordance with procedures and agreed service level agreements.
• Ensure that new loans are boarded accurately, and correct correspondence has been issued.
• Oversight of loans approaching expiry and ensuring appropriate follow up action is taken.
• Liaise professionally with clients, third parties and other areas of the business.

Skills & Experience Required:

• Experience within finance services, in particular mortgages (preferred but not essential). Candidates with transferable skills and a genuine interest in building a career within the industry will also be considered
• Strong customer service skills
• An empathetic nature, with strong Communication skills, both written and verbal
• Confident in using Microsoft Office packages
• Effective time management skills
• A can-do attitude
• Strong mathematical skills
• Accuracy and attention to detail

Our client boasts a vast list of fantastic benefits, including:

• Competitive basic salary
• Generous holiday entitlement scheme, with the opportunity to purchase extra leave
• Company matched Pension Scheme (up to a specified limit)
• Life Assurance
• Regular company social and sporting events
• Plus, many more…