Client Relationship Manager
2 weeks ago
About the Role
The Client Manager will be responsible for delivering and maintaining administration and governance services to Broadstone's DB pension scheme clients. This 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 by the relevant Broadstone team.
- 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.
- 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 such as The Pensions Regulator, and the Pension Administration Standards Association.
- 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, particularly during busy periods.
- Ability to present a variety of pension administration based topics in Trustee meetings.
- Computer literate (MS Office and MS Outlook) and quick to learn new IT skills/software usage.
Overarching Obligations
- 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.
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