Pension Relationship Manager

2 weeks ago


Edinburgh, Edinburgh, United Kingdom GB035 Mercer (UK) Limited Full time

About the Role:

We are seeking a highly skilled and experienced Client Relationship Manager to join our team at Mercer Marsh Benefits (MMB) in Manchester, Edinburgh, or Bristol. As a key member of our Pension Retention team, you will be responsible for the day-to-day management of a significant portfolio of clients.

Key Responsibilities:

  • Manage a portfolio of clients, maintaining a strong relationship and coordinating services from specialists within the business.
  • Learn the basics of Pension provider products, services, and tools within Mercer Elect, gaining an understanding of products, services, and technical tools.
  • Take ownership of a portfolio of Pension clients aligned to the Mercer Elect proposition, guiding them through the sales process from onboarding to implementation and ad-hoc employer queries.
  • Engage with clients on a proactive basis, holding annual renewal calls and guiding them through mid-year review meetings.
  • Generate leads for other parts of the business within your existing client bank and pass them to the appropriate teams.
  • Assist the consulting team in gathering, organizing, entering, and analyzing data for various client projects.
  • Follow up with clients regarding missing or inaccurate information and yearly updates.

Requirements:

  • Previous client relationship experience within pensions/financial services industry.
  • Excellent organizational and prioritization skills.
  • Good visual accuracy and attention to detail.
  • Strong written and verbal communication skills, with the confidence to liaise at all levels face-to-face and via zoom.
  • A logical approach to work.
  • Proven ability to work on own initiative and as part of a team.
  • Must be enthusiastic, motivated, and committed to providing high-quality service to clients.

What We Offer:

  • A hybrid working model that nurtures a collaborative working environment in the office 3 days per week, allowing 2 days per week to be spent working remotely.
  • A competitive benefits package, including 25 days annual leave, up to 4 days of flexible bank holidays, excellent pension contributions, private medical cover, life assurance, income protection, employee assistance program, and a range of flexible benefits.

About Us:

GB035 Mercer (UK) Limited is a leading provider of benefits solutions, operating in 135 countries. Our team of specialists designs benefits solutions that meet the needs of businesses and their people, drawing from global intelligence and adapting that wealth of experience to local markets.



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