Pension Client Support Apprentice in Finance

Southyorkshireapprenticeships; Yorkshire, Northern (VA, KY); Hybrid; USD 15,000 - 21,000; Part time

Job summary

My Pension Expert are offering an apprenticeship in Client Support to become a trusted contact for new clients, delivering quality service and helping make pensions easier to navigate.

Training will be at North Lindsey College / Doncaster College with block release, and you will learn the Customer Service Practitioner standard and English/Maths if needed, supported by industry professionals to deliver the best possible service.

Responsibilities

• Provide comprehensive administration support to the Client Support team
• Liaise with relevant parties to chase outstanding documentation required to complete pension checks via, telephone or post
• Responsible for completion of administrative tasks in the relevant area, such as scanning, electronic filing and diary bookings
• Ensure all client records are electronically filed and updated where required
• Contacting clients to retrieve any required information and to answer any queries they may have
• Provide and maintain excellent levels of customer service, providing a prompt and efficient response to enquiries
• Dealing with confidential information
• Support the organisation internally and externally by communicating about MPE’s sustainability values, culture and commitments

Job description

My Pension Expert are offering an apprenticeship in Client Support to become a trusted contact for new clients, delivering quality service and helping make pensions easier to navigate.

Training will be at North Lindsey College / Doncaster College with block release, and you will learn the Customer Service Practitioner standard and English/Maths if needed, supported by industry professionals to deliver the best possible service.