Job Description

The role will involve providing a high level of service to a major corporate client where you will be handling enquiries from members of their pension scheme and duties will involve:

• Providing a high level of client service and ensuring that enquiries are handled within agreed SLA's
• Handling a range of enquiries from basic to more complex tasks such as transfers, retirements and claims 
• Identifying underlying needs of clients to ensure appropriate resolutions are provided
• Ensure escalated issues are dealt with appropriately 
• Ensure that all work is completed within regulatory and internal requirements
• Identify areas where process or procedure can be improved and propose potential solutions

Required Knowledge, Skills, and Abilities

Applicants must possess some form of financial services experience, ideally with exposure to the pensions sector. You must have strong communication and administration skills with the ability to develop rapport with clients and handle enquiries in a professional and friendly fashion. You will be adaptable and quick to learn with the ability to take ownership and use initiative to overcome challenges and manage client expectations.