Client and Operations Manager

3 weeks ago


Edinburgh, United Kingdom Aptia Full time

Aptia is a new force in the employee benefits and pensions administration services, on a mission to change the world of administration for the better.

In an underserved market, with huge potential for growth, Aptia will serve 1,100 clients in the US and UK markets and will be supported by shared services in India and Portugal - helping more than seven million people live healthier and happier lives.

And we are expanding. Aptia Group is not only fuelled by our investors' backing but also by our commitment to foster the growth and success of our people. At Aptia, we're investing heavily in learning and development, paving unique career paths for our colleagues.

Specialist. Responsive. Thoughtful. These aren't just words; they are the backbone of our business. Our team embodies our values daily, to surpass client expectations, evolve constantly and nurture genuine relationships for the long-term.

If you want to join a sector that never stands still, in a company culture that is agile and that will invest in your career development, we could have your perfect next role.

Job requirements

The Role

You will be responsible for the strategic commercial development and operational management of client relationships and service solutions for an agreed portfolio of clients, acting as an ambassador of Aptia at all times.

As a Client Director, you 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.

This role is a hybrid position where you will work from any of our Scotland offices, as well as from your home address.

What you’ll be doing

  • Responsibility for account management of a specified number of key clients.
  • Overseeing day-to-day client and operational activities of such accounts, based on an agreed set of KPIs.
  • Understanding and meeting client needs effectively, managing risks and adhering to procedures.
  • Leading the growth of the portfolio of clients’ revenue and contribution lines aligned with internal targets set by the Client Portfolio Leader.
  • Driving service delivery in order to meet and exceed operational KPIs.
  • Ensuring client retention and avoid attrition.
  • Improving operational effectiveness.
  • Managing costs and provide necessary financial information for business and audits.
  • Operating as a commercial lead for clients, implementing creative financial and contractual constructs as appropriate.

Here’s what we’re looking for:

  • Understanding of the complexities of the pension scheme administration.
  • DB specialist knowledge.
  • Experience of working for/with clients in the third- party administration environment.
  • Experience of delivering in a targeted environment, and an understanding of managing costs to ensure profitability.
  • Excellent leadership, communication, and interpersonal skills.

If this sounds like it could be your ideal next step, please apply with your CV as soon as possible.



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