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Pensions and Investments Administrator
Phoenix Group. Provide excellent customer service to customers and intermediaries .
Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates strong customer service skills with a focus on building rapport and providing accurate information to support informed decision-making. Ensures compliance with regulatory requirements while identifying opportunities for customer retention and growth.
Highest-signal resume keywords
Customer ServiceQFA QualificationRegulatory ComplianceProblem IdentificationTeamwork
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Soft Skills
Customer FocusPlanning & OrganisingPositive Attitude
Certifications & Qualifications
QFA Qualified
Industry Keywords
Customer RequestsService LevelsSelf-ServiceStraight-Through ProcessingConformance Requirements
About the role
Key responsibilities & impact- Provide excellent customer service to customers and intermediaries
- Process customer requests and administration accurately and within agreed service levels
- Treat every interaction as an opportunity to build rapport, credibility and advocacy for Standard Life
- Identify opportunities to retain and grow the customers business with us
- Proactively provide accurate information and guidance to help customers make informed decisions about their financial future
- Promote alternative/lower cost service channels and explain the benefits of online technology to increase self-service and straight-through processing
- Follow correct processes to meet conformance requirements
- Fulfil regulatory requirements and ensure work is compliant and customers are treated fairly
- Identify root causes of problems to prevent repeat failures
Requirements
What you’ll need- Proven track record of delivering good customer service to either internal or external customers
- QFA qualified or part-qualified
- Customer Focus
- Teamwork
- Planning & Organising
- Positive Attitude
Benefits
Comp & perks- 10% Non-Contributory Pension (matched up to a further 2%)
- Funded Industry Qualifications
- Lunch Allowance
- Flexitime
- Hybrid working
- Competitive package
- Attractive pension
- Annual bonus potential
- Generous holiday entitlement
- Enhanced maternity and adoption leave
- Other financial services and lifestyle flexible benefits