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Pension & Investment Customer Service Agent - Remote

Tue 09 Jul 2024

Pension & Investment Customer service Agent - £126 per day via umbrella

This is an excellent opportunity for a customer centric individual to join a UK bank and provide excellent service and support to their customer base. 

We are looking for enthusiastic customer service advisors to join a fantastic team within a UK bank on a remote basis. Where you will be solving day to day customer queries at first point of contact regarding their pensions and investment products. 

Location: Remote

The rate on offer is £126 per day Via Umbrella 

Hours: 40hr week, Monday to Friday with shifts between 8am and 6pm on a rotational basis. 

Contract: Initially 6 months

This role does not involve cold calling.

What you'll be doing: 

  • Take responsibility for each customer call and work toward resolution whilst on the phone to reach a fair outcome for the customer and the business.  
  • Complete a range of prescribed customer service activities and handle non-standard or more complex customer cases and enquiries using existing procedures.
  • Complete periodical tasks to support management and external client relationships. 
  • To recognise the signs of customer vulnerability and financial difficulty, supporting customers by having caring, sensitive conversations and identifying ways we can support them with their needs.
  • Ensure that all customers are dealt with in accordance with all compliance and regulatory requirements (including internal processes and procedures) which aim to protect customers. 
  • Ensure all customer complaints are recorded in line with the clients complaint handling policy and where possible resolved at first touch.

What we're looking for: 

  • Strong customer service experience ideally in financial services. 
  • Excellent communication and expectation management.
  • Proactive and passionate about providing great customer service.
  • Interested in learning and development in Investments and pensions.  

If you are successful and offered an opportunity, we will need to carry out pre-engagement screening, this will usually include a DBS Check, Credit Check, and references from previous employers.

If your excited to join a great team and develop your experience in financial services email your CV to to apply for this role with the subject matter: (Pension & Investment Customer Service Agent  + Remote)