Customer Services Executive

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.

• 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.

• 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.