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Pension Associate

Location: LOWER KINGSWOOD, SURREY Salary: 18000.00 - 23000.00 GBP Per Annum
Sector: Insurance Job Type: Permanent
Shift Type: FULL TIME Applications: 1
Posted: 7 months ago Reference: 3125909
The Client:
My client is a large corporate investment company with world class experience that spans over 50 years. They pride themselves on offering outstanding investment solutions and client services throughout 25 countries.

The Department:
The Pensions Correspondence and Nigo Team responds to Emails and correspondence from Members, IFA’S and authorised contacts of DC full service clients / schemes. The PCN team also process ‘NIGO’ (not in good order) on behalf of the DC administration areas. The PCN teams Communication with our members / clients is by phone and in writing. The PCN team will also respond to incoming calls to support the Pension Service Centre. You will work in a friendly team dedicated to our high standards of client service

The role:
Respond to client and member contacts in relation to the administration and servicing of their pension accounts with a strong customer orientation ensuring deadlines and our excellent service standards are met and policies and procedures adhered to.

Key Responsibilities:
• Responding to Defined Contribution schemes members, administrators and IFAs’ who will contact DC Pensions by Email and correspondence.
• Responds to Emails and correspondence making sure all aspects of the request are fully addressed and provide relevant additional information as appropriate
• Provide up-to-date information on a wide variety of subjects related to the administration of the member pensions accounts including:
• Plan details and member account information
• Products, investment fund options, fund prices
• Market news
• General enquiries on processes, forms, etc.
• Place telephone transactions:
• Switching existing balances
• Change allocation of future contributions
• Perform ad hoc administrative account amendments
• Keeping required knowledge up-to-date with the information provided both by line management as well as other means such as the intranet, regular member magazines or mailings etc.

Experience and Qualifications Required:
• Previous Pensions knowledge an advantage
• A passion for client service and the ability to act as a highly competent client contact for administrative, reporting and customer processing matters
• Excellent communication and social skills
• Attention to detail and accuracy
• Knowledge of the UK asset management and pensions industry is an advantage
• Previous telephone experience in a customer service environment

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