We are currently recruiting for a Customer Service Executive to join a growing and dynamic financial services organisation for an initial 6-month contract.
This is an excellent opportunity for a customer-focused professional to join a newly established Customer Service Team within a fast-paced and supportive environment.
Skills & Experience
- Previous customer service, contact centre, or financial services experience is desirable but not essential.
- APA qualified
- Strong communication and interpersonal skills with a customer-focused approach.
- Comfortable working in a fast-paced environment and managing high volumes of work to deadlines.
- Good attention to detail with strong organisational and multitasking abilities.
- Computer literate with the ability to quickly learn new systems and processes.
- Ability to work independently while contributing positively to team objectives.
- Target-driven with a proactive and solution-focused mindset.
- Committed to delivering excellent customer outcomes and maintaining compliance standards at all times.
Key Responsibilities
- Manage day-to-day account administration activities and review customer correspondence to determine appropriate actions.
- Handle inbound and outbound customer calls relating to loan account servicing.
- Investigate customer queries and negotiate appropriate account-level resolutions.
- Liaise with internal departments to obtain and expedite required information.
- Complete general loan administration tasks including issuing mortgage statements, redemption statements, and customer correspondence.
- Maintain accurate and up-to-date customer records following all interactions.
- Work to agreed operational metrics, service level agreements, and performance targets.
- Identify, record, and escalate errors or complaints where required, ensuring a positive customer outcome.
- Ensure all activities are completed in line with company procedures, controls, and regulatory requirements.
