Customer Service Liaison

1 week ago

Northgate, West Sussex, United Kingdom Peoples Partnership Full time
Customer Service Liaison

At Peoples Partnership, we're seeking a skilled Customer Service Liaison to join our Key Accounts team. As a key member of our team, you'll play a vital role in ensuring our Key Clients receive exceptional service and technical support.

Key Responsibilities:

  1. Proactively manage and grow direct working relationships with Key Clients and Key Intermediaries by arranging and attending regular meetings to engage and maintain those relationships.
  2. Book and attend meetings, answer queries, and offer support to Key Clients independent of Relationship Manager.
  3. Build quality, proactive relationships and rapport with Relationship Managers, and support them through regular close contact account management.
  4. Actively look to improve the service provided and increase operational efficiency at every opportunity by creating and reviewing processes and procedure manuals.
  5. Support clients and intermediaries by providing information on technical changes, disclosure, governance, and legislative updates in liaison with RM.
  6. Proven ability to explain detailed and/or complicated information in simple, everyday language.
  7. Working with and supporting relationship management and distribution channels.
  8. Proven willingness to learn and understand the technical detail of workplace pensions and other financial products.
  9. Good understanding of the regulatory and legal environment.
  10. Good working knowledge of the DC pensions market, the types of pension schemes, and their attributes.
  11. Understanding and working knowledge of implementing Peoples Partnership workplace pension solutions.

What We Offer:

As a Customer Service Liaison at Peoples Partnership, you'll have the opportunity to work with a dynamic team, develop your skills, and contribute to the success of our Key Accounts team.

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