Job Description

This role involves dealing with various internal teams and departments but importantly with external entities such as financial advisers, investment providers, members on a regular basis.

Main responsibilities of the role:

• Process incoming requests via emails and phones from advisers and members
• Have timely communication with the advisers and members to notify them of any issues with the member’s request
• Ensure all requests are tracked until completion
• Deal with various investment providers with respect to investment valuations
• Build relationships with advisers and clients and deliver an exceptional communication and service

Key skills:

• Fluent and positive written and verbal communication outcome with internal as well as external entities
• Excellent numerical and customer services skills
• Aptitude to learn and adapt new skills, processes, systems and tasks
• Good computer literacy and be able to use key productivity tools such as Microsoft Word, Excel, and Outlook efficiently
• Work with diligence in a timely manner and at times go the extra mile to achieve a positive outcome
• Ability to self-organize and priorities the workload, track and see tasks through completion while making sure deadlines are met
• Work on independently or as part of a team maintaining confidentiality

Required Knowledge, Skills, and Abilities

This is an excellent opportunity for someone looking for a challenging new role with prior experience working in either financial services industry, pensions industry or in a customer services role with eagerness to learn quickly about the pensions and relevant processes.