At a Glance
- Tasks: Assist clients with pension queries and improve operational processes.
- Company: Dynamic team focused on personal investing and client satisfaction.
- Benefits: Inclusive workplace, career growth, and a supportive environment.
- Other info: Join a diverse team that values inclusion and personal development.
- Why this job: Make a real difference in clients' financial journeys while developing your skills.
- Qualifications: Experience with pensions and strong customer service skills required.
The predicted salary is between 30000 - 40000 £ per year.
As a Customer Support Analyst in the Personal Investing Pension team, you respond to client and stakeholder queries regarding pension transfers, drawdown, contributions, and other operational tasks. You build expertise in our ISA product, support process improvements, and collaborate with internal teams to resolve issues efficiently. Together, we create positive client experiences and drive continuous improvement across our operations.
Job Responsibilities
- Respond accurately and promptly to client queries regarding pension drawdown, contributions, and transfers.
- Support internal stakeholders by addressing operational questions and providing timely information.
- Conduct client outreach to support crisis management and resolve issues effectively.
- Collaborate with internal teams to resolve operational challenges, often under pressure.
- Contribute to process improvements and support the transition to new pension administration platforms.
- Build expertise in ISA, LISA, and JISA products, handling transfers and house purchase queries using the Equisoft platform.
Required Qualifications, Capabilities And Skills
- Experience with personal pension products.
- Familiarity with Salesforce or similar CRM systems.
- Excellent organizational skills to manage and prioritize workload.
- Customer service background with a focus on delivering high-quality support.
- Curiosity, initiative, and a drive to succeed.
- Ability to work in the office on a full-time basis.
Preferred Qualifications, Capabilities And Skills
- Proficiency in Microsoft Office, especially Excel.
- Knowledge of ISAs and other investment products.
- Strong communication and stakeholder management skills.
We are an equal-opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants’ and employees’ religious practices and beliefs, as well as mental health or physical disability needs.
Pension Customer Support Analyst employer: JPMorganChase
As a Pension Customer Support Analyst, you will thrive in a dynamic and inclusive work environment that prioritises employee growth and development. Our commitment to diversity ensures that every voice is heard, fostering a culture of collaboration and innovation. With opportunities for continuous improvement and a focus on delivering exceptional client experiences, this role offers a meaningful career path in the heart of the financial services sector.
StudySmarter Expert Advice🤫
We think this is how you could land Pension Customer Support Analyst
✨Tip Number 1
Get to know the company inside out! Research their values, culture, and recent news. This will help you tailor your conversations and show that you're genuinely interested in being part of the team.
✨Tip Number 2
Practice your responses to common interview questions related to customer support and pensions. We want you to feel confident when discussing your experience and how it aligns with the role.
✨Tip Number 3
Network like a pro! Connect with current employees on LinkedIn or attend industry events. This can give you insider tips and might even lead to a referral, which is always a bonus!
✨Tip Number 4
Don’t forget to follow up after your interviews! A quick thank-you email can leave a lasting impression and shows your enthusiasm for the position. Plus, it keeps you on their radar!
We think you need these skills to ace Pension Customer Support Analyst
Some tips for your application 🫡
Tailor Your Application:Make sure to customise your CV and cover letter to highlight your experience with personal pension products and customer service. We want to see how your skills align with the role of a Pension Customer Support Analyst!
Showcase Your Skills:Don’t forget to mention your familiarity with Salesforce or similar CRM systems. If you’ve got experience with Microsoft Office, especially Excel, let us know! These skills are super important for the role.
Be Clear and Concise:When writing your application, keep it clear and to the point. We appreciate well-structured responses that directly address the job responsibilities and required qualifications. It makes it easier for us to see why you’d be a great fit!
Apply Through Our Website:We encourage you to apply through our website for the best chance of getting noticed. It’s the easiest way for us to track your application and get back to you quickly!
How to prepare for a job interview at JPMorganChase
✨Know Your Pension Products
Make sure you brush up on your knowledge of personal pension products, especially ISAs, LISAs, and JISAs. Being able to discuss these confidently will show that you're serious about the role and understand the core products you'll be dealing with.
✨Familiarise Yourself with CRM Tools
Since experience with Salesforce or similar CRM systems is a must, take some time to get comfortable with these tools. If you can demonstrate your ability to navigate and utilise these systems during the interview, it’ll give you a leg up.
✨Practice Your Customer Service Skills
Think of examples from your past experiences where you've provided excellent customer service. Be ready to share how you handled difficult situations or resolved client queries effectively, as this will highlight your suitability for the role.
✨Show Your Initiative and Curiosity
Employers love candidates who are proactive and eager to learn. Prepare questions about the company’s processes and how they handle operational challenges. This not only shows your interest but also your drive to contribute to continuous improvement.
