Job Description

As our Customer Operations Administrator, you’ll get the benefits our members enjoy, including:
- Our award-winning private Vitality Health insurance + wellness incentive programme
- Access to The Vitality Programme – Apple Watch, Waitrose and Partners, Garmin, Amazon Prime, Champneys Spa days, Rakuten TV, and half-price gym memberships to name a few!
- Personal health fund + Life Assurance
- Stakeholder Pension Plan with employer contribution
- 25 days annual leave + Bank holidays + option to buy and sell 5 more
- Flexible benefits package
- Internal incentives, competitions, and awards – a chance to win football and sports tickets or even be in with a chance to have a holiday of a lifetime
- A genuine opportunity to grow and establish a long-term career
Responsibilities as our Customer Operations Administrator will include:
- Co-ordinating transfers into Vitality including liaising with counterparties to ensure a high speed of transfer
- Delivering timely updates both to internal colleagues and key clients
- Ensuring that all relevant systems accurately reflect transfer status’
- Building strong relationships with transfer counterparties
- Supporting the Operations team with key initiatives
- Fielding inbound/outbound calls from advisers/BC’s and direct clients
- Delivering enhanced customer experience through timely updates on all transfers
- Improving turnaround times in relation to transfers, and expectations

Required Knowledge, Skills, and Abilities

- Customer Service phones experience - Experience within an Operational environment - Knowledge of the Financial Services industry and wealth management products including Pensions & ISA’s - Experience in dealing with IFA’s - The ability to understand new processes and adapt to change - Financial and/Investment qualifications such as CF1, FA2, IOC, IMC, IAQ etc - Origo knowledge or similar transfer platforms - GBST or wealth platform experience - Noble system/IVR system experience - Knowledge of Unit Trusts, OIEC’s, ETF’s and equities, etc