Pension Customer Service Agent

Candidate Source; Liverpool; On-site; GBP 40,000 - 60,000; Full time

Job summary

A recruitment agency is seeking Pension Customer Service Agents to support clients in Liverpool. This position involves managing customer inquiries via phone and email, ensuring a positive experience while resolving queries. Ideal candidates will have strong customer service skills and proficiency in Microsoft applications. This is a full-time on-site role in a friendly office environment.

Qualifications

• Experience in customer service, ideally telephone-based.
• Excellent interpersonal skills to create a positive experience.
• Understanding of mathematics and ability to interpret data.
• Fluency in English (written and verbal).
• Confidence using Microsoft applications, especially Excel.

Responsibilities

• Manage inbound calls to discuss account enquiries.
• Provide efficient responses, prioritizing the customer.
• Update the client database with key information.
• Identify complex queries and ensure swift resolution.

Skills

Customer service experience

Interpersonal skills

Mathematics and data interpretation

English fluency

Confidence with Microsoft applications

Job description

Overview

We are looking for enthusiastic Pension Customer Service Agents to support pension customers on the phone with their account enquiries. You will be responsible for providing each customer with 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

• Managing inbound calls to discuss enquiries related to the customer's account.
• Providing a clear and efficient response within company guidelines that always puts the customer first.
• Providing updates and information around pension products such as valuations, transfer progress, and balance.
• Spotting potential complex queries or complaints and raising these internally to ensure a swift resolution.
• Updating the client database with all key information acquired from the call.

Requirements / What we're looking for

• Experience within customer service, ideally telephone based.
• Excellent interpersonal and empathy skills to connect and create 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, 9:00am 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.

Additional information

• 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.
• Candidate Source Ltd is an advertising agency. Once you have submitted your application it will be passed to the third party Recruiter who is responsible for processing your application. This will include holding and sharing your personal data. Our privacy policy can be found on our website and we can be contacted to confirm who your application has been forwarded to.