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Customer Advisor - Pensions

Location: Sheffield / Hybrid

Salary: £23,500

Ref: AMR 219b

Type: Permanent

My client is a leading Global Service Provider based in Sheffield. They are experts in their field, with prestigious offices, hybrid working policy, and lots of opportunities to build a rewarding career with them. They are looking to recruit 3 Customer Advisors to join their Operations team. These roles would suit graduates from a financial background or candidates who are looking to move away from a call centre environment. This could be a great career move for the right candidates.

The role will involve providing pension advice and support to customers via all channels including email, phone, webchat. Building a strong rapport with customers, helping them with their pension queries.  You do not need to be a pensions expert as full training will be given – all we need is enthusiastic, tech savvy, numerical candidates who put the customer first and understand the importance of good customer service.

Key role responsibilities:

  • Effectively handle, manage, resolve, and log customer pension queries received through a range of customer support channels in a timely and professional manner 
  • Liaise with other internal and external partners to ensure issues are resolved and ensure a smooth resolutions for their customers
  • Take ownership, managing, investigating, resolving, and logging customer pension enquiries
  • Work effectively as a team and autonomously 
  • Be able to communicate effectively and listen to a customer’s specific situation and needs 
  • Assist other areas of the Operations department when necessary due to demand 

Essential Skills & Experience:

  • Proven experience in effectively communication with customers, clients or similar
  • Strong comprehension skills and attention to detail to ensure customer contacts are read and interpreted correctly
  • Collaborative approach and the ability to build internal relationships both within the team and the wider business 
  • Ability to take initiative, be self-motivating, act proactively
  • Working within a multi skilled environment 
  • Have a very positive work attitude including flexibility and willingness to work
  • Initiative and ability to make informed decisions within the remit of their role
  • Numeracy/Financial business knowledge – ability to work with numbers
  • IT literacy and demonstrable commitment to continuous improvement of the customer experience 





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