Customer Service Advisor – Financial services

Company: Cactus Search
Apply for the Customer Service Advisor – Financial services
Location:
Job Description:

This role is Hybrid based in the Stockton office, please check that you can commute to Hale in advance of application.

Office hours – Monday to Friday

We’re currently looking for multiple enthusiastic Customer Service Advisors who are focused on customer service, administration and taking inbound & outbound calls. The role will deal with a wide range of customer enquiries.

This role could progress into a Mortgage advisor position with paid qualifications in CEMAP.

Cactus Search are currently in partnership with an amazing client who are offering you the following:

Salary – £25k + Bonus paid monthly + excellent benefits

Must have at least 6 months Office based experience

Key Responsibilities

  • Support customer enquiries by telephone or electronically via internal Contact Centre Solution and CRM systems
  • Manage all direct customer Interactions
  • Handle and respond efficiently to all general and order specific direct customer enquiries
  • Support customers with order status updates and delivery tracking queries
  • Effectively manage calls, enquiries, orders, complaints, returns and log all details of actions taken within CRM system to support case management
  • Manage customer complaints and elevate them to the right stakeholders to support resolutions
  • Provide feedback on the efficiency of the customer service process and areas of improvement

Key Skills Required

  • Previous experience within a Customer Service position is essential
  • Knowledge of CRM systems
  • A self‑motivated, passionate, and enthusiastic approach to work
  • Outstanding verbal communication skills
  • Professional and empathetic approach to resolving issues
  • Decent I.T skills
  • Excellent time management

Please apply or email josh@cactussearch.co.uk for more info

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Posted: June 4th, 2026