Client Relationship Manager

3 days ago

London, United Kingdom S3 Associates Limited Full time

My client provides investment administration and management services for large, UK Pensions schemes. The business has seen steady growth in recent years and counts some of the largest DC schemes in the UK among their clients, with responsibility for £20billion+AUM.

As new clients are on-boarded, they are assigned a dedicated Client Relationship Manager whose primary purpose is to service clients, making sure that their needs are understood and supported by front and back-office teams. Reporting directly to the CommercialDirector, the Client Relationship Manager is the 'face’ of the company for their clients and a trusted partner.

The CRM will help to retain and develop existing business with our clients; PLEASE NOTE - this is NOT a quota-carrying position and bonus is based on individual KPI’s, not revenue.

**Key tasks and responsibilities**:

- Act as the main point of contact for client relationships, supporting them to fully understand, and use, administration and platform services
- Support the development of strategic relationships with clients; monitoring service levels alongside supporting further business development opportunities
- Deliver dedicated support for client driven initiatives, taking the lead on projects and engaging the relevant client teams to deliver against project objectives
- Provide technical support to clients
- Engage with other teams to increase effectiveness and efficiency of systems and processes to improve the client experience
- Support the provision of appropriate frameworks and controls to ensure adherence to procedures and policies
- Foster a spirit of teamwork and unity within the team and between departments

**Qualifications, Experience, Skills**:

- Solid, demonstrable, relevant experience working within the UK pension industry - ideally 3+ years
- Ideally, IMC or CFA qualification - or making progress towards
- Understanding of pensions market and regulatory environment
- Clear communication style, both verbally and in writing
- Ability to manage client expectations to meet both the client needs and business demands
- Experience dealing confidently and professionally with senior management and other key business stakeholders
- Experience working within an FCA /PRA regulated company is highly desirable
- Ability to manage increasing levels of responsibilities, deadlines and client/partner relationships

This role is a perfect first-step into a Client Relationship role for someone from a technical Pension administration background who is used to dealing directly with clients. On offer is a basic salary of £40,000 plus KPI bonus, Pension, Life Cover and IncomeProtection. The company are committed to supporting ongoing professional development and provide financial support for those studying towards recognised Investment and/or Pension qualifications.

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