Customer Experience Representative

Legal & General (L&G) is a leading UK financial services group and major global investor.

We’ve been safeguarding people’s financial futures since 1836, and strive to build a better society, while improving the lives of our customers and creating value for shareholders.

We are one of the world’s largest asset managers and provide powerful asset origination capabilities. Together, these underpin our retirement and protection solutions: we are an international player in pension risk transfer, in UK and US life insurance, and in UK workplace pensions and retirement income.

Our Retail business supports customers throughout their lives, to help them save, plan, protect and enjoy retirement.

We’re a leading provider of retirement and protection solutions. We aim to support our c.12.8 million policyholders and workplace members throughout their lifelong financial journeys.

We focus on helping the customers of today and tomorrow achieve better long-term outcomes. We either talk with them directly or work with intermediaries and employers to meet their needs. We use the latest technology to connect with them quickly, efficiently and wherever possible in highly personalised ways.

Legal & General (L&G) is a leading UK financial services group and major global investor.

We’ve been safeguarding people’s financial futures since 1836, and strive to build a better society, while improving the lives of our customers and creating value for shareholders.

We are one of the world’s largest asset managers and provide powerful asset origination capabilities. Together, these underpin our retirement and protection solutions: we are an international player in pension risk transfer, in UK and US life insurance, and in UK workplace pensions and retirement income.

Our Retail business supports customers throughout their lives, to help them save, plan, protect and enjoy retirement.

We’re a leading provider of retirement and protection solutions. We aim to support our c.12.8 million policyholders and workplace members throughout their lifelong financial journeys.

We focus on helping the customers of today and tomorrow achieve better long-term outcomes. We either talk with them directly or work with intermediaries and employers to meet their needs. We use the latest technology to connect with them quickly, efficiently and wherever possible in highly personalised ways.

Would you like to build a career in pension operations while helping customers through an important financial process? We’re looking for hybrid Customer Experience Representatives to join our Transfers Out team in Cardiff.

You do not need previous pensions experience or formal qualifications. We’ll provide full training, so what matters most is your attention to detail, confidence using computers and ability to communicate clearly in writing.

Salary £24,720.

• Managing an allocated queue of pension transfer cases
• Reviewing requests and supporting information for accuracy and completeness
• Processing transfer-out requests in line with agreed procedures
• Recording customer and case information accurately
• Preparing completed cases for authorisation
• Communicating clearly with customers and colleagues
• Identifying missing or incorrect information and taking appropriate action
• Following internal processes and regulatory requirements to support good customer outcomes

• Strong written communication skills
• Excellent attention to detail
• Confidence using computers and learning new systems
• Ability to organise and prioritise your workload
• A responsible approach to handling customer information
• Willingness to follow processes and ask for support when needed
• A collaborative approach and the ability to build positive…