Client Manager

4 weeks ago

Glasgow, Glasgow City, United Kingdom Broadstone Corporate Benefits Limited Full time
The vacancy

Role Purpose

The Client Manager will work within the Client Relationship Team, who are responsible for delivering and maintaining administration and governance services to Broadstone's DB pension scheme clients.

They will be ultimately responsible for the retention and relationship with their own client bank, and will liaise with the Administration and Actuarial teams, Trustees, Employers, Scheme Actuaries and other interested parties to ensure that a smooth and integrated administration and governance service is provided. They will be expected to attend Trustee Meetings and be the main representative for Broadstone's administration and governance services.

The role requires an individual who has good organisational, IT, and telephone/inter-personal skills, a willingness to learn and a high standard of written and oral communication skills. In addition, sound knowledge on the administration and governance of DB pensions, the ability to prioritise their workloads and high levels of attention to detail would be preferable.

The Client Manager reports into an Actuarial Director in Glasgow and will liaise with and work alongside the wider Administration and Actuarial teams and Scheme Actuaries.

Key Accountabilities
  • Responsible for building and maintaining successful client relationships.
  • Setting budgets and meeting financial targets across client bank.
  • Contribute to the successful delivery of Broadstone's administration and governance services
  • Being the first point of contact for Trustees, Employers and other related parties to ensure queries are dealt with quickly and efficiently by the relevant Broadstone team.
  • Being the first point of contact for the Administration Team in the event of queries requiring client input.
  • Attend meetings with clients, both face to face and via video, as required.
  • Prepare agenda packs and minutes for Trustee Meetings, and chase up outstanding actions, as required by the client.
  • Promotion of other areas of the business that may be of interest to the client.
  • Preparing and presenting clear and concise reports based on data provided by the Administration or Actuarial teams.
  • Manage the installation of new pension schemes, where required.
  • Carry out any other duties that may be outside the standard remit as may be reasonably required by the Company and for the purpose of personal development.
Technical Knowledge and Professional Qualifications

Key Skills
  • Good working knowledge of DB pensions, including current issues surrounding pension scheme administration, governance and awareness of guidance from professional pensions bodies such as The Pensions Regulator, and the Pension Administration Standards Association.
  • Previous experience in the administration and governance of DB pensions.
  • Good planning and organisation skills - able to manage multiple tasks effectively.
  • Ability to work independently and prioritise own workload to meet client needs.
  • Attention to detail when working with scheme data and records.
  • High standard of written and oral communication skills.
  • Good team player - keen to assist team members with achieving team and individual objectives, particularly during busy periods
  • Ability to present a variety of pension administration based topics in Trustee meetings.
  • Computer literate (MS Office and MS Outlook) and quick to learn new IT skills/software usage
Knowledge
  • Anti-Money Laundering, TCF and Data Management regulations and internal processes
Overarching Obligations
  • Adhere to all relevant laws & regulations, and Broadstone Policies & Procedures.
  • Achieve a good standard of ethical behaviour, i.e. do the right thing at all times.
  • Comply with all relevant professional standards.
  • Comply with the FCA's requirements in relation to the Senior Managers & Certification Regime, Treating Customers Fairly and the new Consumer Duty.
The company

The Broadstone Group is a leading, independent provider of specialist pensions, trustee, and employee benefits solutions to small to medium enterprises and large corporates.

At the heart of our business is a diverse team of specialist advisers, each with a unique knowledge base within their specific area. Our company structure and systems, finely-tuned over the years, enable our advisers to remain intricately linked to provide clients with coordinated, end-to-end solutions whenever required. This ethos is one that continually upholds good practice, encourages proactivity, and ultimately benefits our client's bottom line.

Broadstone is a Living Wage Employer

We have been accredited as a Living Wage Employer. This means that we have made a living wage commitment to ensure that everyone working at Broadstone will receive at least a minimum hourly wage. Both rates are significantly higher than the government minimum for over 23s.

Our values

Client First

We aim to be the most customer service centric business in the sector. We put the interests and the needs of clients first.

Outcome Driven

We focus on achieving the best possible results. We use our experience and expertise to realise opportunities and deliver on objectives.

Collectively Confident

We challenge ourselves to embrace change and look to the future. We continuously improve by evolving to create, capture and realise new opportunities for our customers and colleagues.

Forward Thinking

We seek to build strong relationships through collaboration. We develop a recognition and understanding of each other to collectively achieve more from each other for the benefit of all.

The benefits

Total Reward package (Click)

We are proud of the total reward package that we offer to our employees. Our flexible benefits approach gives individuals the power to select the package that best suits their needs.
  • Competitive salary
  • 25 days holiday, plus bank holidays (with the option to buy more)
  • Generous pension scheme
  • Fully supported Study Programme
  • Health cash plan (level 1)
  • Life Assurance
  • Group Income Protection
  • Eye tests
  • Social events
  • Community volunteering days
  • Employee Assistance Programme
  • Health club discounts
  • Give as you earn scheme*
  • Personal Accident insurance*
  • Travel insurance*
  • Health Assessments*
  • Dental insurance*
  • Cycle to work scheme*
  • Tech scheme*
  • Critical illness*
  • Cancer checks*
  • The Green Car Scheme*
  • Discounts on entertainment, cars, insurance, and much more
* Additional benefits which can be purchased by the employee.

Diversity & Inclusion

Diversity and inclusion is at the forefront of both our HR and wider business agenda. We're an equal opportunity employer, which means we'll consider all suitably qualified applicants regardless of gender identity or expression, ethnic origin, nationality, religion or beliefs, age, sexual orientation, disability status or any other protected characteristic. We recruit and develop our people based on merit and their passion for delivering excellence. We're committed to creating an inclusive environment for all employees.

Please contact us if you need any adjustments or changes made to help you find and apply for jobs with us.

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