https://jobs.co.uk/job/customer-service-representative-financial-services-project-people--f076935f-a6aa-4d97-8df2-51bd410b76ee RSS feed for Customer Service Representative (Financial Services) at Project People. en-gb Tue, 29 Sep 2026 16:30:28 GMT https://jobs.co.uk/job/customer-service-representative-financial-services-project-people--f076935f-a6aa-4d97-8df2-51bd410b76ee https://jobs.co.uk/job/customer-service-representative-financial-services-project-people--f076935f-a6aa-4d97-8df2-51bd410b76ee Mon, 28 Sep 2026 23:00:00 GMT Location: Carlisle | Salary: Negotiable | Type: Permanent | Customer Service Representative - Financial Services - Department: Operations - Industry: Financial Services - Location: Carlisle | Onsite\Hybrid Role Purpose To provide high-quality administration and customer service support across the Financial Service''s company''s pension products and services. The role is responsible for processing customer requests and pension transactions accurately and efficiently, maintaining records, and ensuring compliance with regulatory requirements and company procedures. Key Responsibilities Deliver excellent customer service to members, advisers and third parties. Process pension-related transactions accurately and within agreed service standards. Maintain accurate records and update internal systems as required. Manage incoming correspondence, workflow queues and emails effectively. Liaise with financial advisers, banks, financial institutions and pension scheme members. Ensure all work is completed in line with current legislation, regulatory requirements and company procedures. Maintain a high standard of accuracy and attention to detail. Identify and escalate any issues, risks or errors as app... Permanent