Client Relationship Professional

6 days ago

Glasgow, Glasgow City, United Kingdom Broadstone Full time

Job Summary


We are seeking a skilled Client Manager to join our team at Broadstone, where you will play a critical role in delivering and maintaining administration and governance services to our DB pension scheme clients.


This is an exciting opportunity for someone who is passionate about building and maintaining successful client relationships, with a focus on retention and relationship management. As a key member of the Client Relationship Team, you will be responsible for liaising with various stakeholders, including Trustees, Employers, Scheme Actuaries, and other interested parties.


Your primary objective will be to ensure that a smooth and integrated administration and governance service is provided to our clients. You will also be expected to attend Trustee Meetings and represent Broadstone's administration and governance services as the main representative.



Main Responsibilities

  • 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.

Requirements

To be considered for this role, you will need to possess excellent organisational, IT, and telephone/inter-personal skills, with a willingness to learn and high standards of written and oral communication skills. Sound knowledge of the administration and governance of DB pensions, ability to prioritise your workload, and high levels of attention to detail are also essential.


You should also have good planning and organisation skills, able to manage multiple tasks effectively, work independently, and prioritise your own workload to meet client needs. Additionally, you should be able to present a variety of pension administration-based topics in Trustee meetings and be computer literate (MS Office and MS Outlook).


Additional Requirements

  • A sound 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.
  • Adhere to all relevant laws & regulations, and Broadstone Policies & 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.

Earned Salary: £45,000 - £55,000 per year


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