Job Title: Associate, Client Servicing
Location: Hybrid Working / London, Guildford or Edinburgh Office
Salary: Competitive
Job Type: Full-time, 6 Month Fixed Term Contract
Punter Southall Aspire is a major investment and savings business that blends a strong customer focused culture with a modern technology-led outlook.
Uniting employee benefits and individual financial advice, we work with employers, trustees and private clients through our regional UK offices to design and manage solutions that meet their unique needs.
About the Role:
Following internal processes and undertaking routine tasks, the Client Servicing Associate supports the team of DC consultants towards meeting client requirements, and business targets.
The Associate is responsible for administering a portfolio of clients and keeping records up to date and accurate within set time frames.
About the DC team:
The DC team is part of the Employee Benefits business within PS Aspire, providing Next Generation advice and services to employers and pension trustees.
The DC team specialises in workplace pension schemes for corporate and trustee clients, providing: operational support; member education; scheme review and governance services; investment consulting and communications expertise.
Key Areas of Accountability:
- Keeping member communications up to date and compliant – scheme guides, presentations, interactive tools, announcement letters, newsletters
- Obtaining and checking data from clients and providers
- Drafting scheme reports – including data manipulation, and chart production
- Peer reviewing work produced by others – to ensure accuracy and consistency
- Attending meetings with consultants as necessary – including minute taking
- Answering member queries, by email and phone – helping to resolve basic issues and improve the member experience
- Accurately raising invoices in line with procedures
- Liaising with clients, providers and consultants to ensure the smooth running of clients’ pension schemes
- Using internal client management systems, such as Intelligent Office and Microsoft Office products
- Recognising possible improvements in processes and suggesting these to your line manager
- Accurately completing and maintaining relevant records, including scanning and filing documents correctly
- Completing all mandatory compliance and group training
- At all times working in line with the governance and operating requirements of Punter Southall Aspire, while meeting the Financial Conduct Authority’s Treating Customers Fairly, conduct risk and compliance requirements
- Adhering to all relevant data protection and information security policies and procedures of Punter Southall Aspire and the Punter Southall Group
- At times, the job holder may have to undertake other activities of a similar nature
About you:
Skills and Experience:
- Experience of working in financial services. Able to work with a client focused approach and develop trusting and credible partnerships with clients both face to face and via the telephone
- Able to identify and suggest solutions to problems
- Demonstrates a business acumen and able to recognise and work towards meeting the interests of both clients and Company
- Able to manage conflicting demands on time and to work to tight deadlines to meet obligations
Qualifications:
- Ideally educated to at least A Level or equivalent standard
- Maths and English GCSE or equivalent qualification – grade B or higher is preferable
- Willing to study towards relevant industry qualifications
Key performance indicators (KPIs):
- Quality and accuracy of work
- Meets key areas of accountability
- Successful delivery of assigned tasks and activities within agreed deadlines
- Compliance with all applicable policies, standards and guidelines
- Systems and records kept up to date and accurate in line with processes
- Effective teamwork, communication and support
- Acquisition of relevant knowledge and capability against development plan
- Progress with qualifications or relevant courses as agreed with line manager
Personal Qualities:
People centred:
- Proactive, motivated, hardworking
- A team player with a positive approach to work
Future focused:
- Willingness to study further as your career develops
- Well organised and always thinking ahead
Passionately agile:
- Agile and flexible to meet changing priorities
- Attention to detail, confident and pride in your work
Excellent communicator:
- Engaging and passionate
- Ability to influence stakeholders at all levels
- Well-developed communications skills
If you are interested in this role and would like to know more, you can access the job description by clicking the APPLY button to be redirected to our site.
Candidates with the relevant experience or job titles of; Client Services Assistant, Client Support Administrator, Client Services Support, Client Support Assistant, Customer Delivery Executive, Client Services Executive, Client Advisor, Customer Support Advisor, Business Support, Client Support Executive, Client Relationship Executive may also be considered for this role.
