Customer Drawdown Representative

2 months ago


Edinburgh, United Kingdom CRA Group Ltd Full time

At Diligenta, **providing an excellent customer experience is at the heart of everything we do **so you will not be surprised to know we also believe that providing an excellent employee experience is just as important too.

Our aim to transform our clients' operations and be acknowledged as the Best in-class Platform based Life and Pensions Administration Service provider means Diligenta drive a culture that is founded on positive change and people development.

As part of the UK's leading Life and Pensions service provider, Diligenta can offer you a really rewarding role supporting the varied customer needs of our client, full training from day one, a competitive benefits package and ongoing support opportunities to reach your personal and/or career potential.

If you are passionate about delivering excellent customer service and want to be a part of a great group of likeminded people then we'd love for you join us as a Customer Services Representative.

**Summary of the role**:

- A **robust knowledge of all aspects of Drawdown**, including processing, withdrawals, draw down options and the ability to answer tax queries **is essential**:

- Our working hours are 35 hours per week, **Monday to Friday** between 8am and 6pm (flexible hours available) so **no evening or weekend shifts** that would impact on your family and social lives
- We are currently offering permanent roles in our Front Office or Back Office teams working solely on helping Drawdown customers
- We can offer **hybrid work from home** when you are competent in your role after the initial onsite training period
- We are based in Standard Life House in Edinburgh City Centre so easily accessible by train or bus and car parking is available nearby.

**Salary and Benefits**:

- Competitive salary based on experience of Drawdown
- We offer 23 days holiday (plus bank holidays)
- Eligibility for an annual discretionary bonus scheme
- A contributory company pension scheme
- Excellent employee wellbeing and assistance support programmes
- A range of employee discounts saving you money on anything from your weekly food shop, to holidays, electrical goods and financial services

**What you'll be doing**:

- We have a mix of roles available for Customer Service Representatives, some are primarily phone based, and others working in our Back Office providing support to Standard Life Drawdown customers and the role includes processing, withdrawals, supporting customers with all Drawdown options and answering tax queries

There are no sales involved in this role, what's important is your ability to have conversations with customers in a confident, friendly and professional manner.

**What we're looking for**:

- It is essential that applicants have a robust knowledge of all aspects of Drawdown including processing, withdrawals, draw down options and are able to answer tax queries
- What is important to us is your ability to communicate easily on complex matters and an exceptional positive attitude to providing service and a commitment to learning
- **You have a passion for helping people and providing great service**. Many of our Customer Service Representatives have gained this through work in a call centre environment, retail, hospitality, travel, or other customer-focussed environments.
- Good PC skills and knowledge of Microsoft Office (eg word, excel) together with attention to detail are essential for this role

If you need any help or adjustments to the recruitment process due to health, disability or anything else, please let us know.



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