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- Tasks: Join our team to manage clients' group pensions and ensure smooth operations.
- Company: We're a dynamic company focused on delivering top-notch pension services.
- Benefits: Enjoy a structured 35-hour work week with a supportive team environment.
- Why this job: Make a real impact in clients' lives while developing your skills in a collaborative setting.
- Qualifications: Customer service experience is key; pension knowledge is a plus!
- Other info: Located in Bromsgrove, this role offers growth opportunities and a chance to lead by example.
The predicted salary is between 28800 - 43200 £ per year.
We are recruiting for a Pensions Customer Services Executive , to join our busy team in Bromsgrove. You will have responsibility for the administration of clients’ group pensions, working with Consultants and Senior Team Members to oversee implementations and remedial work.
Overview of duties:
- Undertaking comprehensive data validation exercises
- Completing auto-enrolment assessments including Declaration of Compliance & Re-Declaration of Compliance
- Producing & reconciling payroll deduction schedules within agreed Service Level turnaround timeframes
- Liaising between pension provider, The Pensions Regulator and employer/employee and client advisers
- Answering employer/employee queries via telephone or written
- Maintaining records and complying with regular audits
- Processing lost clients within the Standard Operating Procedure
- Oversee outstanding work ensuring clients are aware and understand requirements/consequences
- Supporting the day to day workloads of the team including inbox enquiries
- Ensuring that client files are kept accurate and up to date
- Ensuring that all client history (at both employer and employee level) is fully documented
- Proactively identifying added value opportunities
- Keeping up to date of developments and remain current within the industry, specifically changes; in legislation, competitors and clients
- Identifying and addressing errors within client processes, highlighting to management accordingly
- Overseeing remedial work to ensure an accurate outcome in a timely manner for existing clients and audit projects
Person specification
Knowledge, skills and abilities:
- Well organised and detail oriented individual
- Focused on continuous improvement and developing standards
- Excellent interpersonal and business communication skills
- One team company mindset with client always at the centre of the process
- Willingness to support the wider business with client delivery
- Leads by example with a can do attitude.
Education and experience:
- Previous experience in a Customer Services role
- Knowledge and experience of Pensions Administration desirable
- Experience with Excel, MS Teams and Outlook essential
- CII qualifications desirable, but not essential
Key information:
Hours: 35 hours Monday – Friday
Location: Bromsgrove
If this sounds like something you are interested in please apply, or contact Lucy Reed for further information
Pensions Customer Services Executive employer: NFP, an Aon company
Contact Detail:
NFP, an Aon company Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Pensions Customer Services Executive
✨Tip Number 1
Familiarize yourself with the latest pension regulations and compliance requirements. This knowledge will not only help you in interviews but also demonstrate your commitment to staying current in the industry.
✨Tip Number 2
Highlight your experience in customer service roles, especially any that involved handling complex queries or working with financial products. Be ready to share specific examples of how you've successfully resolved issues for clients.
✨Tip Number 3
Showcase your organizational skills by discussing how you manage multiple tasks and prioritize effectively. Mention any tools or methods you use to stay organized, as this is crucial for the role.
✨Tip Number 4
Prepare to discuss your teamwork experiences and how you contribute to a positive team environment. Emphasize your willingness to support colleagues and collaborate on projects, as this aligns with our one team mindset.
We think you need these skills to ace Pensions Customer Services Executive
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights relevant experience in customer service and pensions administration. Use specific examples that demonstrate your attention to detail and organizational skills.
Craft a Strong Cover Letter: Write a cover letter that reflects your understanding of the role and the company. Emphasize your interpersonal skills and your commitment to continuous improvement, as these are key attributes for this position.
Showcase Relevant Skills: In your application, clearly outline your proficiency with Excel, MS Teams, and Outlook. If you have any CII qualifications, mention them as they are desirable for the role.
Highlight Teamwork and Client Focus: Demonstrate your ability to work within a team and your client-centric approach. Provide examples of how you've successfully collaborated with others to achieve common goals.
How to prepare for a job interview at NFP, an Aon company
✨Show Your Attention to Detail
As a Pensions Customer Services Executive, being detail-oriented is crucial. During the interview, provide examples of how you've successfully managed data validation or reconciled schedules in previous roles. This will demonstrate your ability to handle the responsibilities outlined in the job description.
✨Demonstrate Your Communication Skills
Excellent interpersonal and business communication skills are key for this role. Be prepared to discuss how you've effectively communicated with clients or team members in the past, especially when addressing queries or resolving issues. Practice clear and concise responses to potential questions.
✨Highlight Your Teamwork Experience
The job emphasizes a 'one team' mindset. Share specific instances where you collaborated with others to achieve a common goal, particularly in customer service or pensions administration. This will show that you can work well within a team and support wider business objectives.
✨Stay Informed About Industry Changes
Keeping up to date with developments in the pensions industry is essential. Research recent changes in legislation or trends that may impact the role. Mentioning these during your interview will reflect your proactive approach and genuine interest in the field.
