Client Support Representative

5 months ago

Doncaster, United Kingdom My Pension Expert Full time

**Role Summary**:
As a member of the Client Support team, you will be point of contact for new clients. Your responsibility will be to enhance My Pension Expert’s reputation, by the prompt delivery of a quality customer service, increasing effectiveness and ease of doing business with us.

**Outline of Role**:

- To provide and maintain excellent levels of customer service, providing a prompt and efficient response to enquiries
- Take ownership and responsibility when handling customer enquires via inbound or outbound calls and other communication mediums, investigating and responding to queries and calls proactively and efficiently
- Working closely with other departments to ensure clients pass through the transfer process with fluidity
- Keeping in regular contact with external pension providers to ensure transfers are completed within the recommended timescales
- Regularly updating clients with regards to their pension transfer
- Contacting clients to retrieve any required information and to answer any queries they may have
- Maintaining up to date client records on the business database
- Dealing with confidential information

**This job description is not exhaustive and serves only as a broad outline of the duties required. This job description may be amended as necessary**

**The Person**
- This role will suit a proactive and meticulous team player with strong interpersonal skills with a desire to learn and improve skills on an on-going basis.
- You will be naturally customer service focused with a genuine desire to help, a clear focus on quality and service and taking ownership for delivery of results.
- You will require strong attention detail and excellent data entry skills.

**Skills, Knowledge & Experience**
- Previous experience of working within an underwriting environment **(Desirable)**
- Knowledge and experience of Pensions and Financial Services would be advantageous **(Desirable)**
- Experience of working on the telephone **(Essential)**
- Knowledge and experience of Microsoft Office and Outlook **(Essential)**
- Ability to organize, multitask, prioritise and work under pressure **(Essential)**
- Can do and flexible attitude **(Essential)**
- Possess excellent written and verbal communication skills **(Essential)**
- Previous experience of working with Customer Relationship Managements (CRM) software **(Desirable)**

**Qualifications**
- GCSE Math’s and English - Grade C or above **(Essential)**

**Accountabilities & Working Relationships**
- Reports to Client Support Team Manager
- Works within a team

**Working Hours**
- Shift pattern - Monday to Friday 9am to 17.30pm
- Required to work 1 evening per week (paid overtime at 1.5x) 17.30pm to 19.00pm

**Benefits**

This position represents an opportunity to work for a growing business.
- Competitive salary
- Discretionary bonus scheme
- Contributory Pension Scheme
- Opportunities for career progression with funded training

**Job Types**: Full-time, Permanent

Pay: Up to £26,300.00 per year

**Benefits**:

- Casual dress
- Company events
- Company pension
- Cycle to work scheme
- On-site parking
- Referral programme

Schedule:

- Monday to Friday
- Overtime
- Weekend availability

**Experience**:

- Customer service: 1 year (preferred)

Work Location: In person

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