Client Relationship Executive
3 weeks ago
Job Overview
We are recruiting for a Client Associate to join our team in Bristol. This is an exciting opportunity to work with a rapidly growing business that prioritizes its people and offers a comprehensive benefits package.
As a key member of the team, you will be responsible for managing your own accounts from initial contact to long-term relationships, interacting with clients and third parties on a daily basis.
Key responsibilities include:
- Handling client queries and providing exceptional service.
- Liaising with clients and third parties to ensure seamless communication.
- Ensuring compliance with regulatory requirements and processing contributions, transfers, investments, and scheme asset valuations.
- Undertaking property and land transactions according to established procedures.
- Managing rent, loans, and scheme bank accounts.
- Establishing new schemes and updating trust deeds as necessary.
- Completing all required regulatory filings and returns.
- Preparing client meeting packs and attending Trustee meetings.
Key Requirements
- Proven experience as a Client Manager, Portfolio Manager, Client Associate, or Account Manager.
- Current work in Pensions, SIPs, SSAS, Investments, Property, or other regulated areas of Financial Services.
- Exceptional client management, relationship management, and stakeholder management skills.
- Comfortable working in a fast-paced, variable role within a regulated environment.
The salary for this role is up to £35,000 per annum, offering a competitive remuneration package. Additionally, the company provides a 4-day working week after a 3-month probation period, hybrid working arrangements, coaching and mentoring plans, 25 days of annual leave, plus your birthday off.
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