Customer Service Representative

Davies Talent Solutions; City of Edinburgh; On-site; GBP 24,000 - 29,000; Full time

Job summary

A leading Pensions and Investment firm in Scotland is seeking a Pensions Customer Service Representative to guide customers through their retirement journeys. The role involves answering service inquiries, simplifying financial complexities, and fostering customer relationships in a supportive environment. Applicants should possess excellent communication skills and a desire to assist customers. Enjoy a competitive salary of £24,570 alongside a great benefits package that includes private medical cover and a vibrant work environment.

Benefits

Private medical cover

Life assurance

Critical illness insurance

Performance-related bonus

25 days of holiday plus additional closures

Free on-site parking

Subsidised restaurant

Gym with fitness classes

Qualifications

• Natural ability to help and support customers.
• Ability to simplify complex financial concepts.
• Calm and logical approach to problem-solving.

Responsibilities

• Be the first point of contact for inbound pension calls.
• Build trusting relationships by adapting communication.
• Manage expectations in line with service level agreements.

Skills

Excellent communication skills

Problem-solving skills

Ability to adapt communication style

Customer support orientation

Job description

Are you passionate about delivering exceptional customer service and making a real difference in people’s lives? Then you should apply to be a Pensions Customer Service Representative, where you’ll guide customers through their retirement journeys, ensuring they feel informed and supported every step of the way.

Davies has been retained by one of the UK’s leading Pensions and Investment firms to grow their Customer Service function, and we’re looking for ambitious individuals keen to kick start a career in financial services.

What You’ll Be Doing:

• Be the first point of contact for inbound calls, helping customers with their pension‑related questions.
• Build trusting relationships by actively listening and adapting your communication style to individual needs.
• Simplify complex financial concepts, empowering customers to make informed decisions about their financial future.
• Deliver accurate information and manage expectations in line with service level agreements (SLAs).

What We’re Looking For:

• A natural ability to help and a genuine desire to support customers.
• Excellent communication skills with the ability to simplify complex ideas.
• A calm, logical approach to problem‑solving and a focus on delivering solutions.
• Flexibility to work 37.5 hours per week, Monday to Friday, between 8:30 AM and 5:45 PM (alternating shifts).

What’s In It for You?

• A competitive starting salary of £24,570, with opportunities for pay progression.
• A generous benefits package, including private medical cover, life assurance, and critical illness insurance.
• Access to our company pension scheme and a performance‑related bonus.
• 25 days of holiday, plus additional office closures during Christmas, Easter, and bank holidays.
• Free on‑site parking, a subsidised restaurant, a gym with fitness classes, and 5‑a‑side football pitches.
• Comprehensive training and support for career progression.
• A vibrant and supportive work environment, with regular incentives, workshops, and events.

Apply now to provide exceptional service, grow your career, and enjoy a workplace that values your contributions.