Customer Service Representative – Finance

Surrey

9am to 5:30pm, Monday to Friday

£26,000 starting salary + bonuses

Office-based, hybrid after probation

Looking to build a career in financial services with a trusted, customer-focused organisation?

We’re seeking a Customer Service Representative to a friendly team in Surrey. This role is perfect for someone who thrives on variety, enjoys problem-solving, and takes pride in delivering exceptional service.

What you’ll be doing:

• Handling customer enquiries via phone and online with professionalism and accuracy
• Administering mortgage accounts (completions, payments, transfers, amendments)
• Managing accounts, including opening, closing, and transfers
• Preparing letters and responding to enquiries
• Performing cashiering duties and supporting internet account processes

What you’ll bring:

• Excellent organisational and communication skills
• A logical, analytical approach to problem-solving
• Accuracy and attention to detail
• Ability to multitask and adapt quickly
• IT literacy and eagerness to learn
• Experience in customer service (financial services experience is a bonus!)

Perks & Benefits:

• Company pension
• Training and development opportunities
• Supportive team environment
• Onsite parking

What you need to do now:

Click Apply Now and send us your CV. We’ll be in touch as soon as possible!