Client Relationship Manager

1 week ago

Worthing, West Sussex, United Kingdom Equiniti Full time

Equiniti is a leading international provider of shareholder, pension, remediation, and credit technology. With over 6000 employees, it supports 37 million people in 120 countries.

EQ's vision is to be the leading global share registrar, offering complementary services to its client base and our values set the core foundations to our success. We are TRUSTED to deliver on our commitments, COMMERCIAL in building long term value, COLLABORATIVE in our approach and we IMPROVE by continually enhancing our skills and services. There has never been a better time to join EQ.

Equiniti Premier Services provides outsourced executive and discretionary share plan administration, specialist share plan administration software for clients who wish to manage their share plans in-house, brokerage and dealing services, and technology solutions to interact with global employees populations in an intuitive way. We pride ourselves on the strong relationships we build with our corporate clients and the personal touch that we deliver to our company contacts and their employees with a very flexible approach. We have over 50 corporate clients and very exciting plans to grow that number considerably in the medium term.

Core Duties/Responsibilities

The successful candidate will be responsible for the following:

  • Deliver targeted revenue across their client portfolio
  • Take ownership of their client relationships, by putting in place detailed administration guides, ensuring timetables for the company's share plan activity are developed and adhered to.
  • Ensure invoices are issued to the client and that contracted costs are received within the payment window.
  • Generate new clients and take on account management responsibility for these clients.
  • Build relationships with key contacts with their clients to retain them and to deliver revenue growth to Equiniti. Working closely with these clients to understand their business challenges and how Equiniti can offer additional solutions to solve complex business delivery challenges, which could include creating efficiencies within their operation, increasing their revenue, or raising their profile through innovation.
  • Monitor and deliver against agreed KPIs, both internal benchmarks, and contracted requirements, and leveraging capability internally to ensure these are delivered. Responsible for enabling regular quality control/client feedback processes, both formal and informal.
  • Maintain an understanding of, and the impact on Equiniti, of the financial impact of their client accounts, and in working with teams across Equiniti to ensure we deliver value to our clients, whilst being commercially viable.
  • Build close and successful working relationships across Equiniti, particularly with colleagues across operations, to ensure solutions are workable and that service delivery levels are met and exceeded.
  • Responsible for ensuring Equiniti meets its obligations as part of regular governance reporting, and owning delivery of actions arising from governance meetings;
  • Work closely with Equiniti's matrix sales function , to leverage capability, share insight and agree action plans relating to the strategic relationships with clients in the context of multiple product relationships;
  • Keep abreast of industry issues and activity which will have an impact on our clients, and acting as a thought leader for issues that may affect their environment, for example keeping up to date on regulatory changes. Positioning themselves as a peer and subject matter expert by adding value to their business and understanding their markets.
  • Direct contact and close liaison with the administration teams in Ipswich and Worthing to ensure services are delivered in line with clients' expectations

Skills, Knowledge & Experience

The successful candidate will demonstrate the following experience skills and behaviours:

  • Previous experience in a revenue generating relationship management role within executive and/or all-employee share plans
  • Generating new business opportunities and account managing existing clients
  • Knowledge of share dealing and nominee services is preferable but not essential
  • Experience of building board level/senior management relationships
  • Good understanding of and a genuine interest in the share plan industry, and a desire to innovate within that area
  • Strong evidence of a relationship management approach which leads to long term client retention
  • An ability to work successfully remotely, coupled with the ability to maintain a regular presence in our sites in London and Worthing
  • Experience of successfully working in a matrix product structure would be advantageous
  • Proven experience of delivering excellence in response to high client expectations

What We Offer

Save For Your Future - Equiniti Pension Plan; Equiniti matches your pension contributions up to 10%

All Employee Long Term Incentive Plan (LTIP) - Gives all EQ Colleagues the opportunity to benefit if the current owners successfully sell the company for a profit.

Health and Wellbeing - Employee Assistance Programme: counselling, legal & wellbeing support for colleagues and their households. Life assurance cover at 4x salary with the ability to purchase enhance cover.

Employee discounts - Discounts and cashback at your favourite high street stores through our EQ Wins Platform.

Flexible Benefits - The ability to purchase a wide variety of benefits through our flex plan; gadgets, travel insurance, will writing, holiday trading and more.

Time Off - Typically 28 days holiday + bank holidays. 2 volunteer days to get involved with a charity of your choosing.

Winning together - Equiniti ICON award vouchers; recognising the individuals going above and beyond to help the business succeed.

We are committed to equality of opportunity for all staff and applications from individuals are encouraged regardless of age, disability, sex, gender reassignment, sexual orientation, pregnancy and maternity, race, religion or belief and marriage and civil partnerships.

Please note any offer of employment is subject to satisfactory pre-employment screening checks. These consist of 5 year activity & GAP verification, DBS or Access NI, Credit, Sanctions & CIFAS checks

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