Pensions Customer Services Executive
Pensions Customer Services Executive

Pensions Customer Services Executive

Worcester Full-Time 28800 - 43200 £ / year (est.) No home office possible
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At a Glance

  • Tasks: Administer clients' group pensions and handle queries with a focus on accuracy.
  • Company: Join a dynamic team in Bromsgrove dedicated to exceptional customer service in pensions.
  • Benefits: Enjoy a supportive work environment with opportunities for growth and development.
  • Why this job: Be part of a collaborative team that values client satisfaction and continuous improvement.
  • Qualifications: Previous customer service experience; knowledge of pensions administration is a plus.
  • Other info: Work 35 hours a week, Monday to Friday, in a vibrant office setting.

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 (Europe)

Join our dynamic team in Bromsgrove as a Pensions Customer Services Executive, where we prioritise employee growth and development in a supportive work culture. We offer competitive benefits, including flexible working hours and opportunities for professional advancement, all while fostering a collaborative environment that values your contributions and encourages continuous improvement. Experience the unique advantage of working in a vibrant community, where your role directly impacts our clients' satisfaction and success.
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Contact Detail:

NFP, an Aon company (Europe) Recruiting Team

StudySmarter Expert Advice 🤫

We think this is how you could land Pensions Customer Services Executive

✨Tip Number 1

Familiarise 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

Practice your communication skills, especially in handling queries. Since the role involves liaising with various stakeholders, being able to articulate your thoughts clearly will set you apart.

✨Tip Number 3

Showcase your organisational skills by preparing examples of how you've managed multiple tasks or projects in previous roles. This will highlight your ability to handle the busy workload expected in this position.

✨Tip Number 4

Network with professionals in the pensions industry. Engaging with others can provide insights into the role and may even lead to referrals, increasing your chances of landing the job.

We think you need these skills to ace Pensions Customer Services Executive

Data Validation
Auto-Enrolment Assessments
Payroll Reconciliation
Client Liaison
Query Resolution
Record Maintenance
Audit Compliance
Process Improvement
Interpersonal Skills
Business Communication
Attention to Detail
Organisational Skills
Team Collaboration
Excel Proficiency
MS Teams Experience
Outlook Proficiency

Some tips for your application 🫡

Tailor Your CV: Make sure your CV highlights relevant experience in customer service and pensions administration. Use keywords from the job description to demonstrate that you meet the specific requirements.

Craft a Compelling Cover Letter: Write a cover letter that showcases your understanding of the role and your enthusiasm for working in pensions. Mention your organisational skills and detail-oriented nature, as these are crucial for the position.

Highlight Relevant Skills: In your application, emphasise your interpersonal and communication skills. Provide examples of how you've successfully handled customer queries or improved processes in previous roles.

Proofread Your Application: Before submitting, carefully proofread your application for any spelling or grammatical errors. A polished application reflects your attention to detail, which is essential for this role.

How to prepare for a job interview at NFP, an Aon company (Europe)

✨Show Your Knowledge of Pensions

Make sure to brush up on your knowledge of pensions administration and relevant legislation. Being able to discuss recent changes in the industry will demonstrate your commitment and understanding of the role.

✨Highlight Your Customer Service Skills

Prepare examples from your previous experience that showcase your customer service skills. Be ready to discuss how you've handled queries and resolved issues, as this role heavily relies on effective communication with clients.

✨Demonstrate Attention to Detail

Since the role involves data validation and maintaining accurate records, be prepared to discuss how you ensure accuracy in your work. You might want to share specific strategies or tools you use to stay organised.

✨Emphasise Teamwork and Collaboration

This position requires a collaborative mindset. Be ready to talk about how you work within a team, support colleagues, and contribute to a positive work environment. Sharing examples of past teamwork experiences can be beneficial.

Pensions Customer Services Executive
NFP, an Aon company (Europe)
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