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Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates expertise in pension administration, with a strong focus on customer service and process improvement. Capable of analyzing data, maintaining records, and providing technical guidance while fostering positive relationships with clients and colleagues.
Highest-signal resume keywords
Pensions ExperienceCustomer Service ExcellenceData AnalysisProcess ImprovementCommunication Skills
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
Data Integrity MaintenanceDocumentation ProcessingReport GenerationTechnical GuidanceCoachingProject Management
Soft Skills
Attention to DetailRelationship BuildingProblem SolvingAdaptability
Tools & Technologies
IT SkillsFinancial Services Systems
Industry Keywords
Defined BenefitFinancial ServicesCustomer EnquiriesSLA Compliance
About the role
Key responsibilities & impact- Provide administration services to customers according to SLAs
- Maintain up-to-date departmental filing and records and check customer-data integrity
- Process routine and non-routine documentation within defined procedures
- Resolve oral and written customer enquiries using knowledge of customer requirements and case history
- Draft non-standard correspondence responding to customer enquiries
- Input customer details and access customer information
- Collate and analyse data and produce routine reports, schedules and summaries
- Provide technical guidance to team members
- Identify and implement process improvements to improve throughput and customer service
- Provide on-the-job coaching to department colleagues
- Carry out projects and ad hoc activities determined by the Team Leader
- Work with clients daily on confidential and potentially complex pension-administration queries
Requirements
What you’ll need- Pensions experience is required; Defined Benefit experience is ideal but not essential
- Excellent attention to detail and ability to follow defined processes and procedures
- Superior communication skills
- Strong desire to deliver exceptional customer service
- Proven track record of quality, timely delivery
- Ability to develop positive and productive working relationships
- Good IT skills and willingness and aptitude to learn a variety of systems
- Previous experience working in financial services preferable
- Satisfactory pre-employment screening checks required for any employment offer
Benefits
Comp & perks- Equiniti Pension Plan; Equiniti matches your pension contributions up to 10%
- Employee Assistance Programme: counselling, legal & wellbeing support for colleagues and their households
- Life assurance cover at 4x salary with the ability to purchase enhanced cover
- Employee discounts and cashback at high street stores through the EQ Wins Platform
- Flexible benefits plan including gadgets, travel insurance, will writing, holiday trading and more
- Typically 29 days holiday plus bank holidays
- 2 volunteer days to get involved with a charity of your choosing
- Equiniti ICON award vouchers recognising individuals going above and beyond
- Investment in LinkedIn Learning for all colleagues
