Pensions Client Success Executive

Nfp, An Aon Company (europe)

Worcester

On-site

GBP 24,000 - 30,000

Full time

14 days+

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Job summary

NFP, An Aon Company is seeking a Customer Services Executive to deliver high-quality pension administration for our clients in the UK & Ireland. You will assist with training, coordinate implementations with Consultants and Team Leaders, and maintain accurate client records across systems and processes.

The role emphasizes strong client relationships, SLAs, and collaboration with the Wealth Management team to support onboarding and new business.

Qualifications

  • Experience in a Customer Services role.
  • Knowledge of pensions administration desirable.
  • Experience with Excel, MS Teams and Outlook required.
  • CII qualifications desirable.

Responsibilities

  • Manage day-to-day administration of clients' group pension schemes.
  • Perform data validation to ensure accuracy.
  • Conduct auto-enrolment assessments and Declarations of Compliance.

Skills

Customer service experience
Communication skills

Education

CII qualifications desirable

Tools

Excel
MS Teams
Outlook

Job description

NFP, An Aon Company is seeking a Customer Services Executive to deliver high-quality pension administration for our clients in the UK & Ireland. You will assist with training, coordinate implementations with Consultants and Team Leaders, and maintain accurate client records across systems and processes.

The role emphasizes strong client relationships, SLAs, and collaboration with the Wealth Management team to support onboarding and new business.

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