04 Jan 2024

Senior Client Services Officer

Ref 36577

Do you have a good knowledge of Trust and Pension legislation? Our client is seeking a Senior Client Services Officer to join their team.

Key responsibilities:

  • Calculating and informing on pension payment calculations and associated tax/lump sum/loan/benefit and drawdown payments
  • Managing client's questions and queries
  • Attending to all administrative tasks 
  • Inputting, storing, and referencing all client documentation
    Recording all client transactions
  • Ensuring CDD requirements are met for all clients
  • Assessing productivity and implementing solutions
  • Supporting, coaching, and guiding colleagues including appraisals and 1:1's when required

For this role, you need experience of administrating pension and trust schemes and ideally a relevant qualification, or a willingness to study for one. In addition, excellent organisational skills and interpersonal skills are required. If this sounds interesting, get in touch with one of our team!

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