Job Description

Main duties:

• use a variety of IT systems to administer customer's pension and investment products
• communicate with customers and internal contacts via telephone or email prepare communications (letters or faxes) using existing templates to customers using Microsoft Word or Excel.
• proactively contribute to the completion of your teams workload
• carry out a range of customer service duties, ensuring that the work is completed and adheres to processes, procedures, standards and relevant external regulations
• investigate and deal with customer problems in a focused and courteously manner
• quality check and sample colleagues work for accuracy
• take part in project work and groups

 

Required Knowledge, Skills, and Abilities

have good computer skills have experience of using Microsoft Word and Excel have strong communication skills both orally and written be organised and have a can do attitude to 'Customer Service' have the ability to support and help people whenever you can, be a considerate, interested and honest team player