Customer Service Representative

2 months ago


Stirling, Stirling, United Kingdom XPS Pensions Group Full time

About the Role

XPS Pensions Group is seeking a highly organized and methodical individual to join our customer service support team as a Customer Service Representative. In this role, you will provide excellent customer service to our clients and assist with various administrative duties.

Key Responsibilities

  • Assist SIP consultants with portfolio administration, including reviewing bank ledgers, raising invoices, and updating contract notes.
  • Have an awareness of the annual valuation process and Pension Scheme Return Process.
  • Ensure the quality of work meets department standards.
  • Assist with mail identification and other administrative tasks.

About You

We are looking for an individual with excellent communication skills, both oral and written, who is organized, methodical, and logical in their approach to portfolio management. Previous experience in an office environment is advantageous, and the ability to work as part of a team is essential.

What We Offer

XPS Pensions Group values its employees and offers a range of benefits, including a competitive salary, participation in a discretionary bonus scheme, 25 days' holiday, and a comprehensive range of voluntary and flexible benefits. We also offer a positive and supportive work environment, with opportunities for career development and growth.

Requirements

  • Right to Work confirmation
  • DBS Disclosure check
  • Employment or educational references covering five years
  • Satisfactory credit check


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