Accounts Senior or Client Manager

3 weeks ago


Edinburgh, United Kingdom IDEX Consulting Full time

Idex Consulting have partnered with an accomplished employee benefits and pensions administration services who are looking for talented individuals to join their team.
Client Director/Senior Client Director is responsible for the strategic commercial development and operational management of client relationships and service solutions for an agreed portfolio of clients.
Client Director/Senior Client Director will identify and implement commercial development strategies, as agreed with the Client Portfolio Leader, and work with Portfolio Operations Officer to implement operational effectiveness plans across an allocated portfolio of clients, in order to achieve targeted commercial outcomes performance goals, whilst at the same time, mitigating business and commercial risk.





Responsibility for account management of a specified number of key clients
Oversee day-to-day client and operational activities of such accounts, based on an agreed set of KPIs
Understand and meet client needs effectively, managing risks and adhering to procedures
Operate as a commercial lead for clients, implementing creative financial and contractual constructs as appropriate
Lead and manage team/s efficiently and cost-effectively, maintaining quality service at fees that are competitive within the pensions market
Ensure that the quality of service provided to stakeholders is continuously high and improves year on year
Manage costs and provide necessary financial information for business and audits
Encourage mentorship and the continuous development of direct team, supporting career progression where possible


Strong business development-focused account management experience, with the proven ability to manage multiple high-growth accounts, whilst also effectively owning and transforming the operational delivery
Experience in pensions management with a deep understanding of the challenges for employers and trustees
P&L management experience
Experience formulating creative client deals
On/Offshore operational delivery experience
Operational transformation experience
Demonstrable planning skills
Visit the IDEX Consulting Ltd website for further opportunities. For full information on how we use your data, please visit the IDEX Consulting website and view our Privacy Policy.
Our Diversity, Equity and Inclusion Mission
At IDEX, we strive for an inclusion-first company culture where everyone is treated fairly and can bring their authentic selves to work. We are committed to driving conscious inclusion across our business and creating equitable pathways.
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