Customer Services Executive

A leading financial services provider is seeking a Customer Services Executive to support the processing of income payments, death benefits, divorce cases and regulatory reporting within a pensions environment. This role ensures accurate administration, compliance with legislation, and a professional service to members and advisers.

• Manage the end to end processing of income, benefit and payroll activities.
• Apply Scheme rules, legislation and internal controls accurately.
• Ensure full compliance with regulatory and statutory reporting timelines.
• Handle death benefit cases with sensitivity, confidentiality and professionalism.
• Maintain and organise all required statutory documentation.
• Prepare and submit regulatory reports with high levels of accuracy.
• Develop effective working relationships with members, advisers and internal teams.

• Highly organised with strong attention to detail.
• Comfortable working with financial data and regulated processes.
• Able to handle sensitive cases with discretion and care.
• Strong communicator, both written and verbal.
• Thrives in a structured, deadline driven environment.
• Professional, proactive and committed to delivering a high quality service.

Knowledge

• Understanding of legislation surrounding income and benefit payments.
• Awareness of death benefit and divorce case administration.
• Familiarity with payroll processes, controls and reconciliation.

Skills

• Strong numerical accuracy and data analysis skills.
• Ability to identify errors and inconsistencies.
• Excellent attention to detail across financial and personal data.
• Clear, professional communication with a range of stakeholders.
• Ability to prioritise workloads to meet legal and payroll deadlines.

Experience

• Income, benefits or payroll administration experience.
• Exposure to death benefits or divorce?related casework.
• Experience preparing and submitting regulatory reports.
• Background in a regulated, audited or controlled environment.
• Relevant qualifications in payroll, pensions, finance or administration (or equivalent experience).