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Financial Services Administrator

2 months ago


Epsom, Surrey, United Kingdom Ernest Gordon Recruitment Limited Full time

Financial Services Administrator Opportunity

We are seeking an experienced Administrator with a background in financial services to join our team at Ernest Gordon Recruitment Limited. As a Financial Services Administrator, you will play a key role in managing mortgage and savings accounts while delivering exceptional customer service.

In this role, you will be responsible for handling mortgage account tasks and payments over the phone and email, resolving inquiries, and promoting products via phone and email. You will also have the opportunity to upsell tailored products to boost customer satisfaction, with training provided throughout.

The ideal candidate will have administrative or customer service experience, a financial services background, and be available to work 3 hours on a Saturday once a month. If you are a motivated and customer-focused individual looking to join a growing financial organization, we encourage you to apply.

Key Responsibilities:

  • Handle mortgage account tasks and payments over the phone and email
  • Resolve inquiries and promote products via phone and email
  • Upsell tailored products to boost customer satisfaction, with training provided throughout

Requirements:

  • Administrative or customer service experience
  • Financial services background
  • Available to work 3 hours on a Saturday once a month

Keywords: Customer Service, Call Centre, Administration, Finance, Financial Services, Administration

Ernest Gordon Recruitment Limited acts as an employment agency for permanent recruitment and employment business for the supply of temporary workers.