Customer Service Centre Advisors FTC
4 weeks ago
At Smart, our mission is to transform retirement, savings and financial wellbeing, across all generations, around the world.
The primary role is to provide telephone and email support to the Smart Adviser network, their client
base, and key employer accounts in their duties as Pension Scheme Administrator. strong working relationship with Advisers and Employers, supporting their everyday needs in relation to
meeting their ongoing auto-enrolment obligations and broader pension requirements.
Proactively look to identify any additional support, education, and training requirements. revenue via our Managed Service and Remediation options by looking for opportunities where clients
would benefit from our Managed Service and finally proactively identify areas where non-key accounts
require extra support to retain the business.
Represent Smart in the delivery of a service experience that stands out from the crowd.
Effectively navigate the Smart Platform (adviser, employer, admin hub) to meet client and
Assist with the set up of payroll software and submission of contributions
Seek ongoing education and support through the identification of client issues.
Delivering service and responding to day-to-day telephone and email enquiries within agreed
Meeting personal performance targets
Creating revenue by passing opportunities to our Managed Service team.
Make proactive contact with non-key accounts to retain the business
Outbound calls in order to correct technical or data issues from our Control Reporting
Support other team members when and where necessary in order for SPMT to meet Service
Achieve 5* Trust Pilot Reviews based on the service provided
Proficiency in pension administration and contact centre operations.
Telephone & Written Skills
Being able to communicate clearly, empathetically, and professionally over the phone.
Good Interpersonal, Telephone, Written, and Problem-Solving Skills.
A commitment to ongoing learning and professional development, including utilising training resources
Working Well Within a Team and Providing Internal Training and Support:
Effective time management and task prioritisation are important for delivering administrative services
Good skills in Microsoft Office applications
Excellent Understanding of the Smart Pension Admin Hub (CRM).
The ability to effectively use and navigate CRM systems and software to manage client relationships,
These soft skills are essential for success in the role and will enable the individual to excel in tasks
related to client management, administration, and team collaboration. these skills will contribute to effective performance and positive contributions to the organisation.
We work in partnerships with governments and financial institutions in the UK and internationally. Our cloud-native digital platform is revolutionising how people around the world think about, and save for, their retirement.
At heart, we’re a financial technology business. What we do is all about innovation, and using the power of digital change to put the customer first. You’ll also find that, across our business, our colleagues love Smart’s culture, and how what we do means better financial outcomes for savers. We created a list of benefits that helps us achieve this goal:
~25 days’ holiday per year, increasing with length of service.
~£500 annual training budget to spend on your professional development
~ Extensive private healthcare, including dental, eyecare and EAP
~ Enhanced sick leave (three months’ pay per year)
~ Enhanced maternity and paternity (maternity – 6 months fully paid/paternity – 3 weeks fully paid)
~ Death in service insurance cover
~ Fully-paid five-week sabbatical after five years of employment
~ In office wellbeing, such as manicures, massages and barbers.
~ Smart employees also enjoy a 50% discount on orders from our sister company Arena Flowers, Britain's most ethical florist. They offer unique hand-tied bouquets, luxury flowers, letterbox flowers, plants and gifts to spend on friends and loved ones or even for yourself.
Our mission is to transform retirement, savings and financial wellbeing, across all generations, around the world.
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