Pension Customer Service Agent

Candidate Source; Liverpool City Region; On-site; GBP 22,000 - 28,000; Full time

Job summary

A recruitment agency is seeking enthusiastic Pension Customer Service Agents in central Liverpool. You will support pension customers on the phone and through email, ensuring a positive experience. Candidates should have strong customer service skills, fluency in English, and confidence in Microsoft applications. This role offers full-time hours, Monday through Friday, with initial training provided.

Responsibilities

• Managing inbound calls to discuss any enquiries relating to their account.
• Providing a clear and efficient response putting the customer first.
• Providing updates around their pension product such as valuations.
• Spotting complex queries/complaints and raising them internally.
• Updating the client database with key information acquired.

Skills

Experience within customer service ideally telephone based

Excellent interpersonal and empathy skills

Understanding of mathematics

English fluency both written and verbal

Confidence with Microsoft applications including Excel

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.

Responsibilities

• Managing inbound calls to discuss any enquiries they may have relating to their account.
• Providing 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.

Requirements / Qualifications

• 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.

Role Details

• 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.

Application and Compliance

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.

Equal Opportunity and Safety

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.

Privacy and Data

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 legal basis for this is legitimate interest subject to your declared interest in a job. Our privacy policy can be found on our website and we can be contacted to confirm who your application has been forwarded to.