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Client Relationship Manager

2 months ago

Glasgow, Glasgow City, United Kingdom Broadstone Full time

About the Role

The Client Manager will be responsible for delivering and maintaining administration and governance services to Broadstone's DB pension scheme clients.

They will work closely with the Client Relationship Team, Administration and Actuarial teams, Trustees, Employers, Scheme Actuaries, and other interested parties to ensure a smooth and integrated administration and governance service is provided.

The role requires an individual with good organisational, IT, and telephone/inter-personal skills, a willingness to learn, and a high standard of written and oral communication skills.

Key Responsibilities

  • Build and maintain successful client relationships.
  • Set budgets and meet financial targets across client bank.
  • Contribute to the successful delivery of Broadstone's administration and governance services.
  • Be the first point of contact for Trustees, Employers, and other related parties to ensure queries are dealt with quickly and efficiently.
  • Prepare agenda packs and minutes for Trustee Meetings, and chase up outstanding actions.
  • Promote other areas of the business that may be of interest to the client.
  • Prepare and present clear and concise reports based on data provided by the Administration or Actuarial teams.
  • Manage the installation of new pension schemes, where required.

Requirements

  • Good working knowledge of DB pensions, including current issues surrounding pension scheme administration, governance, and awareness of guidance from professional pensions bodies.
  • 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.

Overarching Obligations

  • Adhere to all relevant laws and regulations, and Broadstone Policies and Procedures.
  • Achieve a good standard of ethical behaviour, 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.