Our Corporate Pensions team are recruiting for Client Servicing Consultants to join them in the Dorking office. You will take responsibility for the delivery of customer service to a group of Schemes/Portfolios and be the main contact for these Pensions/Savings clients. This includes answering general pension’s/savings products queries and day-to-day administration of pension polices.
Please note that we are now pleased to announce that the Dorking office will remain at the Pixham End site.
Pro-actively developing relationships with clients and working with them to identify and make changes to our processes and procedures
Promoting and ensuring delivery of all KPI targets for relevant clients, portfolios and administration teams which fall within remit
Attending client meetings, ensuring full preparation is made and all actions are implemented
Maintaining ownership of and making updates to allocated CS administration processes
Identifying training needs within the team and recommending training where required
Supporting the handling and resolution of dissatisfactions and complaints
Authorisations of payments
Being a role model for and supporting the Portfolio Administrators and Client Administration Supports
Developing appropriate internal relationships within the business e.g. portfolio management
Willing to work flexibly and in a challenging environment, at times.
Coaching staff by identification of opportunities for improved customer service
Being aware of, and operating within, the risk appetite of the company and understanding when formal assessment/escalation processes need to be invoked
Awareness and delivery to Data Protection, Money Laundering and other legislative requirements for our industry
Taking ownership and accepting responsibility with a “can do” approach
Being aware of risks and controls, raising concerns immediately and observing company policies/procedures
Skills & Experience required
Knowledge of Corporate Pensions products and procedures
Customer focused, with excellent communication skills
Problem solving abilities
Self-motivated with the ability to organise and manage workload
A flexible approach
Willingness to develop knowledge and take the lead in embedding new/revised processes
Proactive in identifying and implementing ways to improve technical knowledge of administration teams
Copes well with a change environment
High attention to detail and values delivering a high quality of service
Ideally holds CF1 and FA2 (or will be required to obtain these within 2 years)
We prefer all applications to be submitted online, however if you require an alternative method of applying please contact Ceri Carter in the Resourcing Team on .