One of our Milton Keynes based clients require a Customer Services Pensions Administrator to join their Self Invested Personal Pension team.
OVERALL OBJECTIVE OF ROLE
As a Customer Services Administrator you will liaise with financial advisers and clients, acting on their instructions received, keeping them updated and corresponding with them via email and telephone calls. Ensuring that all the transactions needed for the pension schemes are completed to the highest standards. The role requires diligence towards each and every activity and to follow procedures.
Building relationships and rapport with the connections and clients, taking ownership, and providing updates from a customer service perspective is key to this role.
KEY RESULT AREAS
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Work in conjunction with the team to ensure all work is carried out to the highest quality, and within the service levels laid down.
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Provide support to the line manager to ensure the overall team objectives are met.
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Take responsibility for individual tasks, and action them within the required timescales.
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Escalate any problems, mistakes, backlogs, or issues immediately to line manager.
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Report any breaches or complaints immediately to line manager and to Compliance.
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Where risks are identified, ensure these are documented and reported to the line manager and compliant.
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Contribute to process reviews, constantly seeking ways to streamline and improve the way in which we deliver the service.
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Maintain and develop good business relationships with internal and external customers.
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Take responsibility for own Personal Development Plan and achievement of Performance Appraisal objectives.
PERSON SPECIFICATION
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Proficient in the use of Microsoft Office including Excel.
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Good organisation skills and able to prioritise.
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Numerate.
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Good interpersonal and relationship management skills.
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Flexible and adaptable to changing priorities.
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Excellence and quality in service delivery.
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Demonstrates innovation and added value towards customers’ needs.
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Shows flexibility and commitment to continuous improvement.
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Team spirited, co-operating with and respecting colleagues.
Working hours – Monday to Friday, 9-5 with one hour for lunch