Employee Benefits Client Manager

3 weeks ago


Glasgow, Glasgow City, United Kingdom IDEX Consulting Full time

A leading Wealth Management brand with a growing Pensions and Benefits team, is seeking an experienced Client Relationship Manager to join their team in a key role.


Job Summary:

This is a key role, managing and administering a portfolio of employee benefit clients within agreed procedures and regulations.


Key Responsibilities:

  1. Manage a client bank solely as a standalone client relationship manager.
  2. Proactively manage all client affairs, maintaining a strong working relationship.
  3. Work within the rules and regulations of the pensions regulator.
  4. Plan, organise and prioritise workload, to ensure work is dealt with within agreed service standards.
  5. Ensure client records are accurate and kept up to date as per the company procedures.
  6. Attend training sessions, maintain own training files, and develop relevant knowledge and skills.

Requirements:

  1. An understanding of workplace savings, risk and health-care products.
  2. Experience of working in the financial services industry.
  3. Client facing experience.
  4. Professional qualifications, or willingness to undertake relevant study.
  5. An awareness of compliance issues and adherence to procedures.


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