Pensions Administrator Liaison Specialist

2 weeks ago


Dehra Dūn, Uttarakhand, India Equiniti Full time
Job Summary

We are seeking a highly skilled Pensions Administrator Liaison Specialist to join our team at Equiniti. As a key member of our Customer Services Division, you will provide frontline support services to all servicing teams regarding the processing of illustrations, applications, policy alterations, and general enquiries from customers and advisers.

About the Role

The successful candidate will be responsible for analysing and vetting information provided to ensure it complies with legislation, internal policies, and procedures. You will also identify outstanding requirements, obtain and apply funds, and liaise with advisers to provide an efficient, accurate, and friendly service to all customer groups across the Canada Life product range.

Key Responsibilities
  • Liaise with customers and advisers through various channels to ensure regular and accurate timely updates.
  • Identify tasks and correspondence types and set up appropriate actions to complete tasks within allocated timeframes.
  • Escalate any risks to the customer or business to your line manager with possible solutions to mitigate these risks/issues.
  • Provide administrative support to servicing teams across a range of queries and products as required by the business.
Requirements
  • Demonstrable experience of working in a customer service-focused environment.
  • Demonstrable experience of dealing effectively with challenging and concerned customers.
  • Demonstrable experience of producing information and documents to a high standard of presentation with a high level of accuracy.
  • Demonstrable experience of working effectively as part of a team.
  • Demonstrable experience of working in a fast-paced office environment.
  • Basic IT skills, with experience of using Microsoft Word, Excel, and Outlook.
  • Effective planning and organisational skills.
  • Effective numeracy and data analysing skills.
What We Offer

We offer a competitive salary of £35,000 per annum, plus benefits. The post holder will work 37.5 hours a week between the hours of 9am-5pm, with occasional ad-hoc weekend requirements. We pride ourselves on delivering first-class customer service and deal directly with both advisers and customers. The successful candidate will have the opportunity to expand their career prospects within a supportive team environment.

Equal Opportunities

We are committed to equality of opportunity for all staff and encourage applications from individuals regardless of age, disability, sex, gender reassignment, sexual orientation, pregnancy and maternity, race, religion or belief, and marriage and civil partnerships.



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