Associate Client Director

About Aptia

Founded to shape the future of pensions, health, and insurance solutions, Aptia is a leading professional services firm dedicated to simplifying complexity for businesses and individuals. We bring together cutting-edge technology and deep industry expertise to help organisations navigate an evolving landscape with clarity and confidence.​

With a presence in the US, UK, India, and Portugal, we support over six million people and more than 1,100 clients, delivering solutions that drive efficiency, enhance financial security, and provide peace of mind.​

Our strength lies in the combination of smart technology and expert teams, ensuring that managing pensions, health, and insurance is more effective. By focusing on innovation, accessibility, and client success, we help businesses take care of their people, so they can focus on what they do best.

And we are expanding. Aptia Group is not only fueled by our investors' backing but also by our commitment to foster the growth and success of our people. At Aptia, we're investing heavily in learning and development, paving unique career paths for our colleagues.

Specialist. Responsive. Thoughtful. Our values aren't just words; they are the backbone of our business. Our team embodies our values daily, to surpass client expectations, evolve constantly and nurture genuine relationships for the long-term. 

Job requirements

As Associate Client Director, you would join initially to support with some of the smaller or less complex client requirements and receive development across the breadth of the Client Director remit to support your progression within the role, with a view to broadening your remit as you develop.  

With the support of the Senior Client Directors on the team, you will identify and implement commercial development strategies, and work with Portfolio Operations Officer to implement operational effectiveness plans across an allocated portfolio of clients, to achieve targeted commercial outcomes performance goals, whilst at the same time, mitigating business and commercial risk.

This role is a hybrid position where you will work from Aptia office in Edinburgh as well as from your home address.

What you'll be doing

• Responsibility for account management of a specified number of clients.

• Overseeing day-to-day client and operational activities of such accounts, based on an agreed set of KPIs.

• Understanding and meeting client needs effectively, managing risks and adhering to procedures.

• Leading the growth of the portfolio of clients' revenue and contribution lines aligned with internal targets set by the Client Portfolio Leader.

• Driving service delivery in order to meet and exceed operational KPIs.

• Ensuring client retention and avoid attrition.

• Improving operational effectiveness.

• Managing costs and provide necessary financial information for business and audits.

• Operating as a commercial lead for clients, implementing creative financial and contractual constructs as appropriate.

Here's what we're looking for:

• Understanding of the complexities of the pension scheme administration.

• DB specialist knowledge.

• Experience of working for/with clients in the third- party administration environment.

• Excellent leadership, communication, and interpersonal skills

How to apply

If you are interested in this role, then we'd love to hear from you. Please go ahead and click apply and submit your resume with appropriate contact information.

Aptia is committed to creating a diverse, inclusive and equitable work environment. At Aptia, fostering an equitable and inclusive environment for all our people to flourish is a priority. We are an equal opportunity employer and aim to attract and retain the best people without attention to age, background, disability, ethnic origin, family duties, political affiliation, race, religion, gender and sexual orientation.

If there are any reasonable adjustments we can make to the recruitment process to ensure it is accessible to you, we encourage you to reach out to us.