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.
Skills & Experience Required:
- Experience within financial 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...
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.