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Form of workPensions Client Services Associate
Salary: £38,000 - £48,000 + Bonus + Benefits
Location: London
Our client is seeking dedicated Pensions Client Services Representatives to join our dynamic team. This role offers an exciting opportunity to utilise your existing pension knowledge in providing best-in-market service to our clients. You will be working in a vibrant environment, serving clients through various channels including phone and email. As part of our Retirement team, your main objective will be to deliver outstanding service, fostering lasting relationships with our clients. With a competitive salary range of £38,000 - £48,000 plus bonus and benefits, this London-based position is an excellent opportunity for those looking to advance their career in the pensions industry.
* Competitive salary range of £38,000 - £48,000 plus bonus and benefits
* Opportunity to work with a leading global investment management company
* Role focused on delivering outstanding service and fostering lasting client relationships
About the business
Our client is an investment company unlike any other. It was founded on a simple but revolutionary idea: that an investment company should manage its funds solely in the interests of its clients. We helped bring investing to the masses with the index fund. Index funds do not pick individual shares or bonds to beat the market, they track the performance of the entire market. Or as our Founder Jack Bogle put it, "Don't look for the needle in the haystack. Just buy the haystack!". We have stood for low-cost, uncomplicated investing ever since. Over the last 45 years people have come round to our way of thinking and more than 30 million investors (about the population of Texas) worldwide now trust us with their money.
What you'll do:
As a Pensions Client Services Representative, you will play a crucial role in ensuring that all client pension inquiries are handled efficiently and effectively. Your ability to understand client needs and translate complex pension rules
into simple terms will be key to your success in this role. You will also be responsible for managing client data, maintaining technical expertise, providing constructive feedback, supporting continuous improvement initiatives, participating in special projects, and fostering strong professional relationships.
* Ensure all client pension inquiries are responded to within defined service levels and in line with company standards
* Understand client's needs, expectations and behaviours and provide appropriate materials/responses
* Translate complex pension rules into simple terms that resonate with clients and/or third parties
* Manage client data for internal record keeping purposes while being risk aware
* Maintain technical expertise and stay abreast of current and changing retirement issues and regulations
* Provide constructive feedback and recommendations to achieve product and service enhancements
* Support continuous improvement initiatives for internal and external processes and services
* Participate in special projects and foster strong professional relationships with internal and/or external partners
What you bring:
The ideal candidate for the Pensions Client Services Representative role will bring a wealth of industry experience along with excellent interpersonal, verbal, and written communication skills. You should have an undergraduate
degree or equivalent combination of training and experience, and preferably be working towards relevant pension qualifications. Your ability to explain complex pension concepts to clients, coupled with your strong analytical and problem-solving skills, will set you apart in this role. Additionally, your attention to detail, good judgment, flexibility,
and excellent time management and organisational skills will be key to your success.
* Undergraduate degree or equivalent combination of training and experience
* Possession or working towards relevant pension qualifications (R04 or equivalent)
* Experience explaining to clients how to accumulate benefits in a SIPP and options at retirement
* Minimum 3-year industry experience
* Excellent interpersonal, verbal and written communication skills
* Strong analytical ability and problem-solving skills
* Attention to detail, follow through, good judgment and flexibility
* Excellent time management and organisational skills
What sets this company apart:
Our clients continued dedication to diversity and inclusion is firmly rooted in our culture. Every decision we make to best serve our clients, crew (internally employees are referred to as crew), and communities is guided by one simple statement: "Do the right thing."
We believe that a critical aspect of doing the right thing requires building diverse, inclusive, and highly effective teams of individuals who are as unique as the clients they serve. We empower our crew to contribute their distinct strengths to achieving our core purpose through our values. When all crew members feel valued and included, our ability to collaborate and innovate is amplified, and we are united in delivering on Vanguard's core purpose.
Our core purpose: To take a stand for all investors, to treat them fairly, and to give them the best chance for investment success.
We will ensure that individuals with disabilities are provided reasonable accommodation to participate in the job application or interview process, to perform essential job functions, and to receive other benefits and privileges of employment. Please contact us to request accommodation.
What's next:
Ready to take your career to new heights with Vanguard? Don't miss this exciting opportunity!
Apply today by clicking on the link!
Our Recruitment Delivery Team are committed to offering an inclusive recruitment experience to all candidates. If you require any accommodations or adjustments as a result of disability, impairment, or health condition, please do not hesitate to let me know by emailinggscemeaedi @ resourcesolutions .com
