Pension Customer Service Agent

Candidate Source; Liverpool; On-site; GBP 22,000 - 26,000; Full time

Job summary

A reputable recruitment firm is seeking enthusiastic Pension Customer Service Agents in central Liverpool. The role involves supporting pension customers with account inquiries over the phone and email. Responsibilities include managing inbound calls, providing knowledgeable responses, and maintaining accurate client information. Ideal candidates should have strong interpersonal skills and a background in customer service. This is a full-time position with core hours from Monday to Friday.

Qualifications

• Experience within customer service ideally telephone based.
• Excellent interpersonal and empathy skills.
• Understanding of mathematics and interpreting data.
• Fluency in written and verbal English.
• Confidence with Microsoft applications including Excel.

Responsibilities

• Manage inbound calls for pension account enquiries.
• Provide clear responses within company guidelines.
• Update client database with key information acquired.

Skills

Customer service experience

Interpersonal skills

Mathematics and data interpretation

Fluent English

Confidence with Microsoft applications

Job description

We are looking for enthusiastic Pension Customer Service Agents with a passion for customer service to support pension customers on the phone with their account enquiries. You will be responsible for providing a positive experience and working to resolve their queries over the phone and email as well as completing administrative activities.

This is a great opportunity to join the pension industry, and further your experience in customer services whilst working from the friendly office in central Liverpool.

What you’ll be doing as Pension Customer Service Agent:

• Manage inbound calls to discuss any enquiries they may have relating to their pension account.
• Provide a clear and efficient response within company guidelines that always puts the customer first.
• Providing updates and information where applicable around their pension product such as valuations, transfer progress, and balance.
• Spotting potential complex queries / complaints and raising these internally to ensure a swift resolution.
• Updating the client database with all key information acquired from the call.

What we’re looking for in a Pension Customer Service Agent:

• Experience within customer service ideally telephone based.
• Excellent interpersonal and empathy skills to really connect and make a positive experience on each interaction.
• Understanding of mathematics and interpreting data.
• English fluency both written and verbal.
• Confidence with Microsoft applications including excel.
• Financial services experience would be beneficial but not essential.

Core hours: 37.5 hrs per week Monday to Friday 9am to 5.30pm. Location: Full time on site in central Liverpool. Training: First 2-4 weeks

If you think you could be our next Pension Customer Service Agent Apply now.

Please note any offer is subject to satisfactory pre-employment screening checks. These consist of employment, activity & GAP verification, DBS or Access NI, Credit, Sanctions & CIFAS checks.

We are committed to equality of opportunity for all hires and applications from individuals are encouraged regardless of age, disability, sex, gender reassignment, sexual orientation, pregnancy and maternity, race, religion or belief and marriage and civil partnerships.

To help you stay safe in your job search we will never ask for your bank details at the application stage.