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Pensions Servicing Co-ordinator

Job Details

  • Reference: BM13867
  • Location: Bristol
  • Salary: £25,000
  • Job Type: Permanent
  • Sector: Financial Services

Pensions Servicing Co-ordinator
Chipping Sodbury
We are seeking highly driven professionals to join the Corporate Pensions team within this Global organisation. This role will see you working with a specialist team that services a variety of prospects and clients within the Corporate sector and will see you assist in the proactive management of the clients in order to ensure service levels are adhered to and activity entries are completed within a timely manner.
Key Responsibilities for this role includes;
• Act as primary point of contact for Corporate Pension client servicing issues, establishing effective relationships with clients. Where required, escalating issues for resolution.
• Produce professional and complete documentation including annual Governance reports and invoices in a compliant manner within timescales confirmed by relevant Service Level Agreements.
• Work on own initiative and to prioritise client’s enquiries effectively.
• Take the lead in monitoring the team’s workload and allocating incoming work out to the team.
• Take a pride in maintaining and auditing accurate and thorough records, including membership data, products and services, claims information and financial data, paying particular attention to the need for cross-referencing and checking details.
We are seeking applications form candidates with experience of working in a similar office environment dealing with client servicing. Good academic background supported by good grades at A-Level and/or GCSE in subjects that include Maths and English. You should be highly self-motivated with excellent interpersonal skills and the ability to work effectively with diverse backgrounds and the capability to work independently. An understanding of Corporate Pensions would be desirable, but not essential.
If you would like to apply for this position as Pensions Servicing Co-ordinator, please send your CV to Barker Munro recruitment Ltd by using the relevant links.

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