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Client Support

4 months ago

Cheltenham, United Kingdom Barnett Waddingham Full time

Overview:
**Do you have previous corporate office administration, retail, secretarial/reception or customer service experience?**
**Would you like to train within Client Support with an attractive career pathway?**

With over 1500 across 9 UK offices, we are proud to be a leading independent UK consultancy at the forefront of risk, pensions, investment and insurance. Each individual delivers on our shared values and our commitment to ensuring the highest levels of trust, integrity and quality. We aim to continue our growth by recruiting talented and committed individuals with the desire to learn and develop. We strive to employ colleagues who share our values and can bring special skills - enhancing the service that we provide to our clients.

**We are seeking a Client Support (Consultancy) - an exciting opportunity for a Consultancy Support role with in the Employer Consulting team (DC Pensions)**

With over 90 members, the Employer Consulting team specialising in varying disciplines such as DB pensions, DC pensions, governance, investment, engagement, and administration, is a growing business area. Over the last few years we have devoted our time and effort to addressing the issues and needs of our corporate clients created by the ever changing pension environment and regulatory impact.

Within the Client Support team there are two main roles, one is Operations Support and the other is Consultancy Support.
- The Operations Support role is vital to the ongoing compliance for all clients across various Barnett Waddingham business areas. A key aspect of the role is to ensure all internal databases and systems are controlled and continuously maintained while checking that all engagement documentation, fee agreements and terms of business are in date. You will also be responsible for setting up new clients and ensuring Anti Money Laundering requirements have been met, as well as getting involved in a variety of Operational projects.
- The Consultancy Support role in the Employer Consulting team provides assistance to their Line Managers, Consultants and Client Relationship Managers (CRMs). Work requests carried out are in relation to defined contribution pension arrangements, health and protection policies and flexible benefit platforms - broadly all issues relating to Workplace Pensions and Benefits.).

Members in the Client Support Team can be asked to undertake tasks in relation to Consultancy Support, Operations Support or both, as required.

**Responsibilities**:
**Consultancy Support**
- Attending client meetings if required
- Assisting the Line Manager, Consultants and CRMs in the preparation of reports and collating information for reports covering technical matters and advice;
- Checking of work prepared by others in the team
- Member data analysis
- Managing relationships between providers and clients
- Checking Insurer’s accounts and issuing annual financial statements to clients
- Analysing information and assisting in preparing recommendations of appropriate solutions for clients;
- Administration relating to a wide and varying range of health and protection policies
- Handling the administration and data which sits behind our client’s flexible benefits (via our 4me Wealth and Choices platform)
- Drafting specifications of services, deadlines and remuneration with clients;
- Delivering agreed services in accordance with agreed time schedules and budget with each allocated client;
- Preparing invoices for issuing to clients, checking WIP;
- Maintaining records in accordance with internal guidelines and procedures;
- Liaising with providers of services and other professionals;
- Keeping client files compliant;
- Answering relevant calls that come in from various Employer Consulting helplines;
- Keeping all Employer Consulting databases up to date;
- Assist with the development and administration of 4me;
- Any other reasonable task as advised from time-to-time;
- Support, implement and maintain Information Security procedures and activities in accordance to Barnett Waddingham’s Information Security Policy.

Our clients are based throughout the UK; the Client Support role requires reasonable flexibility in working hours from time to time and occasional travel to other offices and client premises.

The above is intended to describe the general nature and responsibilities of the role and is not intended to be an exhaustive list of all duties or responsibilities of employees in this role

Qualifications:

- Familiarity with IT systems is required, in particular Excel with some Word and PowerPoint skills
- Office administration, corporate professional services and/or customer service experience an advantage
- It would be an advantage to have some relevant financial services experience however not essential. You will be encouraged and supported to qualify in Financial Planning exams to Certificate or Diploma level
- Good communication style and organisational skills
- Professional approach in all for