About Us:

Our client, based in Applecross, is a trusted name in the financial services industry, offering expert advice and tailored mortgage solutions to individuals, families, and businesses.

The Role:

Our client is seeking a highly motivated and experienced Customer Service Officer to join the team. This pivotal role is responsible for managing and enhancing client relationships, providing first-class administrative support, and ensuring all client needs are met promptly and professionally.

This role is open for Full Time or Part Time options.

Key Responsibilities:

- Act as the primary point of contact for clients, providing exceptional service and support
- Manage client queries and requests, ensuring a high level of satisfaction.
- Coordinate and process client documentation.
- Liaise with internal and external stakeholders to ensure the smooth delivery of services.
- Assist with compliance and regulatory requirements, maintaining up-to-date records.
- Provide administrative support to advisers, including scheduling and preparing for client meetings.

About You:





- Previous experience in a similar customer service role.
- Advice implementation experience.
- Knowledge of the Financial Services Profession.
- Exceptional communication and interpersonal skills with a client-focused approach.
- Ability to manage multiple tasks and prioritise workload effectively.
- High attention to detail and organisational skills.
- Proficiency in CRM systems and Microsoft Office Suite.

Why Join Our Client?

- Opportunity to work in a supportive and dynamic team environment.
- Competitive salary package and perks.
- Collaborative and inclusive culture-everyone is friendly and happy to help.

Due to the high volume of applications, only successful applicants will be contacted.

If you are looking for the opportunity to work for a energetic organisation with genuine long term prospects for the future, please APPLY NOW.

To apply, send your resume and cover letter by email to:[email protected]

📌 Customer Service Officer (Applecross)
🏢 All 4 People
📍 Applecross