Position Overview & Specifications
Job Description Summary
Job Description
Investment Platform Administrator (Customer Contact)
Hi, we’re Aegon. Maybe you’ve heard of us? Maybe you haven’t. But there’s a good chance you know someone that we manage money for. We’re one of the biggest providers of financial wellbeing products in the world, and we’ve got almost 4 million customers in the UK.
We help people live their best lives. We help them with the big stuff, for the moments that matter: Pensions, Insurance, Savings, Investments. We do this through the Aegon Platform, an online service which lets our customers keep the important things in one place, so it’s easier for them to make decisions and plan for their future.
As a Platform Administrator you’re the front line, the face of our business, the person that our customers rely on to help them manage their financial wellbeing. You’ll answer calls from our customers and help them use the Aegon Platform to manage their money.
We’ll train you. We’re not looking for financial experts (though they are very welcome!) because when you join us, you’ll go straight into our Platform Academy and learn from some of our experts. Before you deal with customers, we’ll give you the skills and knowhow to delight and support them.
We’d love to hear from you if:
- You’ve got experience in customer service (contact centre, face-to-face, helpdesk – that kind of thing)
- You’re a good communicator with an eye for detail
- You can put yourself in a customer’s shoes, taking ownership and working flexibly to meet their expectations
- You know your way around typical Microsoft Office tools like Outlook, Teams, Word, Excel