Description
Customer Service Executive - Stirling
Working with Prudential as a Customer Service Executive means becoming part of a brand with a global reputation, a remarkable history and exciting plans for the future. If you're inspired to join us, and if you have the necessary qualities, then this could be the opportunity you've been looking for.
At Prudential we're absolutely focused on getting the best outcomes for customers. Ours is one of the most profitable and trusted names in life and pensions, and we lead the market in a number of pension products
The purpose of the role is to provide service to customers through processing and authorising customer transactions and requests
The day to day will require work to be processed with high level of written communication and some outbound calls to chase up outstanding information.
Key things they will be looking for in a CV
- Admin experience
- Good level of attention to detail
- Customer Service Experience
Essential Experience
- Experience of working in a customer service environment, preferably in Financial Services Knowledge
- Working knowledge of Prudential products, systems and distribution
- Understanding of the Statements of Principle and Code of Practice
- Working knowledge of life and pensions products, markets and competitors
- Working knowledge of financial services regulatory and legislatory frameworks
Desirable
- Professional qualifications
- Relevant professional qualification (ICS, FA1, FA2) or working towards
Standard responsibilities associated with this role
- Take all reasonable steps to make sure your business area fulfils its external regulatory, legal and industry obligations
- Use your judgement to strengthen our positive risk and control culture, by identifying, assessing and managing risk within your business area
- Understand our Code of Conduct and how it applies to your work. Comply with all relevant policies, including mandatory training
- Make sure that all personal expenditure, and contractual and legal agreements are authorised, controlled and monitored according to our delegated authority requirements
- If you're responsible for any legal agreements with third parties then you must make sure these are managed according to the Managing Contractual Relationships Framework. You'll find your responsibilities as an expenditure authoriser set out in the financial procedures manual for your business (eg Prudential UK & Europe, PIA, PPMS)
People who work at Prudential agree that ours is a great place to work with a brilliant team spirit. It's also an innovative, high-performing commercial environment that's totally focused on customers. And in a fast-changing world, you'll join an organisation that's leading the way in helping customers achieve their long-term financial goals