Finance Manager shaping future finance operations in JLL's Work Dynamics team. Collaborating with leadership and designing training programs for finance excellence.
About the role
- Pensions and Investments Administrator providing excellent customer service to clients at Phoenix Group. Responsibilities include processing requests and ensuring regulatory compliance in financial services.
Responsibilities
- 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 for the customer to help them make informed decisions about their financial future and gain trust in our ability to help them
- Take opportunities to proactively promote alternative/lower cost service channels and explain the benefits of online technology to increase the use of self service and allow straight through processing
- Follow the correct processes to make sure that all your actions meet the conformance requirements
- Fulfil all the regulatory requirements of the role and ensure that your work is compliant and you treat customers fairly
- Identify the root cause of problems to prevent repeat failures
Requirements
- Proven track record of delivering good customer service to either internal or external customers
- QFA qualified or part-qualified
Benefits
- Competitive package that includes an attractive pension
- Annual bonus potential
- Generous holiday entitlement
- Enhanced maternity and adoption leave
- A range of other financial services and lifestyle flexible benefits
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