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

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.

Required Knowledge, Skills, and Abilities

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.