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Business Support


Customer Service



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Job Description:

Our client a, global investment manager, is looking for a Pensions Customer Service - Contact Centre to join their team. Located in Edinburgh or Stirling, the successful candidate will play a key role in 'on-boarding' new customers and servicing their ongoing needs in regards to their pensions. This will be done by answering questions, complaints and general requests in regards to pension products via the most appropriate method (phone, email or webchat).

Essential Skills/Experience:

  • At least 1-year experience of working in a customer service/contact centre environment
  • Experience working with pensions, desirably in a similar position
  • Understanding of pensions and the tax regime in which they operate and of related FSA compliance rules
  • Appropriate behaviours and approach to listen for and understand a customer's requests, identifying what is required to deliver to that need
  • Ability to connect, build rapport where appropriate and deliver an excellent quality service for customers
  • Excellent customer service skills

Core Responsibilities:

  • To provide accurate and straight forward information to Advisers and Customers via the most appropriate channel (telephone, email or webchat)
  • Identify, handle and resolve customer complaints
  • To keep up to date with process and pensions knowledge
  • Identify and provide support for vulnerable customers
  • Being proactive in approach to all aspects of work


  • A highly competitive salary
  • Wider Benefits package

Core-Asset Consulting is an equal opportunities recruiter and we welcome applications from everyone irrespective of age, disability, gender, gender identity or expression, race, colour, ethnic or national origin, sexual orientation, religion or belief, marital/civil partner status or pregnancy.

Job reference: 14377

To apply for this vacancy applicants must be eligible to work in the UK in accordance with the Immigration, Asylum and Nationality Act 2006.

At Core-Asset, we're committed to protecting and respecting your privacy. Our privacy statement explains when and why we collect personal information about people who engage with our services, how we use it, the conditions under which we may disclose it to others, and how we keep it secure. We may change this policy from time to time, so please check this policy occasionally to ensure that you're happy with any changes.

By engaging with us (either by applying for a job we're advertising, registering through our website, or getting in touch with our business) you're agreeing to be bound by this policy.

Core-Asset Consulting is committed to protecting the privacy of our candidates, clients and website users. For further information, please refer to our full Privacy Statement available on our website http://www.core-asset.co.uk/about-core-asset/privacy-statement

Core-Asset Consulting offers specialist recruitment services to asset management, accounting & finance, asset servicing, legal and the wider financial services sector in Scotland.



T: 0131 264 0233 M: 07535 897 789
Rachael O'Neill Associate Director, Investment Operations and Accounting & Finance

Rachael has been recruiting since 2004 specialising in permanent roles within Investment Operations. She has wide-ranging experience in asset servicing across back office and middle office together with Accounting and Finance.

Rachael is passionate about ensuring candidates and clients receive a truly consultative service.

We put people before profit, service before sales and ethics above all.

Betsy Williamson Managing Director

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