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Customer Services Executive - MAES

Provide first class customer service to our clients with the implementation and ongoing administration of their auto-enrolment responsibilities and general pension duties.

 

Main tasks:

  • Responsibility for the administration of clients’ group pensions:
  • Comprehensive data validation exercise
  • Completing auto-enrolment assessments
  • Producing and reconciling payroll deduction schedules
  • Liaising between pension provider and employer/employee and client advisers
  • Answering employer/employee queries
  • Proactively identifying added value opportunities
  • Maintaining records and complying with regular audits
  • Prioritising and managing your own workload
  • Identifying and addressing errors/training requirements
  • To arrange and conduct conference calls and meetings as required

 

Qualifications / skills:

  • Excellent IT skills in the Microsoft Office suite, particularly Excel
  • Experience of working in a Customer Service environment
  • Ideal, But Not Essential
  • Group Personal Pensions administration experienc
  • Understanding and experience of auto-enrolment legislatio
  • CII FA2 would be an advantage

 

Person Specification

  • Demonstrate effective time management
  • Effective interpersonal and communication skills
  • Ability to work to a high level of accuracy
  • Excellent organisational skills
  • Driven and self-motivated
  • Experience of working in a team

 

NFP and You... Better. Together.

NFP is an inclusive Equal Employment Opportunity employer.

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