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    Senior Pensions Associate - United Kingdom - Evelyn Partners Group

    Evelyn Partners Group
    Evelyn Partners Group United Kingdom

    6 days ago

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    Description

    Office Location:
    Glasgow (177 Bothwell Street)

    Evelyn Partners is the UK's leading integrated wealth management and professional services group,with over 186 years of experience in helping generations of people and businesses to thrive.

    We offer an extensive range of financial and professional services to individuals, family trusts, professional intermediaries, charities and businesses.

    Join us on our mission to place the power of good advice into more hands because we believe that everyone deserves access to good advice, regardless of where they're at in their financial journey.

    An exceptional track record of growth and innovation is driven by our core values of: Personal, offering advice based on a true understanding of what matters to our clients; and Performance , demonstrating a breadth and depth of advice expertise to deliver first-class results.

    We're seeking a talented person to join our Client Servicing team in Glasgow.

    As Client Servicing Associate you will be part of a department that has grown 3 times in size over the past 5 years.

    You will be part of a team that is diverse, flexible, and collaborative and will be responsible for supporting the client consultants in servicing employee benefits arrangements.

    Delivering scheme support function for Group Risk & Healthcare services for clients to a high standard and in a timely manner.

    As Client Servicing Associate, your responsibilities will include:
    Obtain illustrations from insurers along with technical information, performance enquiries and general provider information.

    Identify and report any risks, breaches, or errors by ensuring risks are logged through to mitigating actions and controls.

    Communicate with clients via telephone, MS Teams, e-mail, and in writing, in a timely and professional manner, and when required attend meetings to support the consultant
    Manage client requests, referring to Senior Manager and/or consultants where appropriate
    Communication skills – ability to deal with stakeholders and be able to communicate clearly and professionally in writing and in person, produce concise, well-structured documents considering the requirements of the reader
    Customer Focus – enhance customer satisfaction and build long term trusted customer relationships

    Teamwork - encourage effective teamwork and collaboration within department, support line manager with training and development needs of other team members and share best practices with colleagues.

    Excellent client service skills - previous employee benefits experience is essential for this role
    Proficient IT skills in core Microsoft Office systems.
    Experience of report and letter writing
    Private medical insurance
    Life assurance
    Pension contribution
    Generous holiday package
    Option to purchase additional holiday
    Shared parental leave

    At Evelyn Partners we have a wide range of highly active employee resource groups and we're delivering multiple diversity, equity and inclusion initiatives across the organisation.

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