Pension Associate
- Recruiter
- Reed
- Location
- Belmont
- Posted
- 09 Nov 2018
- Closes
- 16 Nov 2018
- Job role
- Accountant
- Sector
- Accounting - Public practice
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 an advantage
Reed Specialist Recruitment Limited is an employment agency and employment business
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 an advantage
Reed Specialist Recruitment Limited is an employment agency and employment business