Client Relationship Manager

1 day ago

Bristol, United Kingdom Hargreaves Lansdown plc Full time

JOB TITLE: Client Relationship Manager

CAREER DEVELOPMENT PATH: Managing or Being an Expert (RL3)

REPORTING TO: Head of Client Relationship Management

**Role Purpose**

Workplace Solutions is seeking two pension specialists to join their experienced team of Client Relationship Managers.

The Client Relationship Manager supports our clients in meeting their legislative requirements along with promoting member engagement with the ultimate goal of creating good member outcomes. You will have detailed pension knowledge and an understanding ofthe obligations employers have to provide pensions for their employees. This role is a hybrid role, working between home, office and client site.

**Key Duties & responsibilities**

Lead the on-going relationship with a panel of Workplace Pension clients, their governance committee and professional advisers. Client loyalty via retention is key a measure of satisfaction and will be a core KPI.

Ensure the ongoing profitability of a bank of existing clients, tailoring services accordingly and maintain accurate records of client meetings.

Provide proactive, routine governance support and the HL point of contact for all employer/ Trustee related service escalations.

Provide employer technical and legislative pension support to ensure they meet their obligations, particularly in relation to Automatic Enrolment.

Ensure regular strategic development and thought leadership discussion takes place, is recorded and actions pursued.

Thoughtful collaboration with sales and other customer facing colleagues to solve issues, discuss and prioritise propositional developments and maximise client satisfaction to fully develop business development potential.

Partner with administration colleagues to share technical support, experiences, refine procedures and set mutual expectations for client benefit.

Engage in proactive knowledge sharing and best practices internally, to best equip colleagues to succeed.

**Experience & Skills**
- Accomplished working in a client facing, Financial Services environment
- Strong working knowledge of employee benefits to include, pension accumulation / decumulation strategies and personal pension legislation
- Broad understanding of the workplace savings and benefits market
- Knowledge of automatic enrolment and the potential challenges for employers & employees
- Able and confident working autonomously and collaboratively in a team
- Demonstrable skills in forging and managing relationships with a broad range of clients, able to adapt your style to suit your audience
- Effective communicator, able to discuss, write and present to a range of
- Operate with utmost integrity with strong ethical practices, reflecting the HL Values
- Maintain up-to-date knowledge of developments within Pension legislation and the Workplace Pension Marketplace, to help improve the proposition and maintain on-going professional development

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