Customer Service Specialist

2 weeks ago


Bristol, United Kingdom Berry Rowan Recruitment Solutions Full time

**Customer Service Specialist**

**£20,000 - £27,000 basic depending on experience + benefits & Generous performance related bonus - up to £3,000 on top of salary based on company income and individual targets and payable from the outset**

**Portishead, Nr Bristol**

Lifetime Mortgage specialist company based very near to Portishead are seeking a Customer Service Specialist to join their small, friendly Portishead team. This successful organisation provides financial advice to homeowners aged 55 or over; working with specialist equity release lenders, and recommending products suitable for individual customer needs.

As Customer Service Specialist you will be the face of the business and as first point of contact, it is essential that you have a warm, friendly telephone manner and the ability build rapport with customers from the onset.

**Core Responsibilities of the Customer Service Specialist**:

- Follow up of all new enquiries via various channels, qualifying eligibility criteria and providing general information to potential customers seeking to release equity from their existing mortgages
- Talking through the process and providing general guidance and assistance to clients
- Handling client service calls and liaising directly with clients
- Diary and activity management, recording all information and follow up activity
- Liaising closely with advisors and financial institutions
- Undertake follow up, nurturing activity to ensure exceptional service throughout

**Essential Skills and Experience of the Customer Service Specialist**:

- Effective verbal communication skills essential
- Enjoy lots of telephone contact on a daily basis
- Customer service and call handling experience
- Accurate keyboard skills and attention to detail
- Good working knowledge of Microsoft Office - Word, Excel, Outlook, etc.
- Ability to work to deadlines and have proven time management skills
- Thorough approach to work with good organisational skills and be process driven
- Ability to work on own and as part of a team

**Desirable Skills and Experience of the Pre-Sales Consultant**:

- Experience within the financial services industry
- Mortgage and Equity Release knowledge would be advantageous
- Awareness of UK financial regulatory environment, and data protection guidelines
- Experience of Client Relationship Management (CRM) systems

**Benefits**:
9am - 6pm Monday to Friday

28 days’ holiday including bank/public holidays

Generous performance related bonus - up to £3,000 on top of salary based on company income and individual targets and payable from the outset

Access to the company workplace pension

Access to Professional Development and Qualifications, e.g. CertCII (MP & ER)

**Keywords**: Administrator, Coordinator, Customer Service, Bristol Jobs, Jobs in Bristol, Portishead Jobs, Jobs in Portishead, jobs Portishead, Sales Support, Client Services, mortgage administration, financial services, equity release, pre sales consultant

**Job Types**: Full-time, Permanent

**Salary**: £20,000.00-£27,000.00 per year

**Benefits**:

- Company pension
- On-site parking

Schedule:

- Monday to Friday

Supplemental pay types:

- Bonus scheme
- Performance bonus

Ability to commute/relocate:

- Portishead: reliably commute or plan to relocate before starting work (required)

**Experience**:

- customer service: 2 years (preferred)

Work Location: One location

Reference ID: JH221202



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