Client Relationship Manager Associate - London - 30-45k
The Client Relationship Manager Associate will be responsible for helping to develop the overall relationship with the client from an administrative perspective and maintaining high levels of satisfaction with the service from both the client and members alike.
The Client Relationship Manager Associate will assist Client Relationship Managers in being responsible for the administration service to a portfolio of existing clients and for the development of new business opportunities.
Key responsibilities include:
Ensuring the efficient and effective delivery of client work to agreed deadlines to comply with legislative and clients' requirements.
Assisting with day to day management of client relationships with trustees, scheme members and corporate clients.
Preparing for and where appropriate participating in trustee meetings.
Managing complex pensions queries and pensions consultative advice.
Assisting with management of ad-hoc projects and exercises, e.g. scheme closure, data audit reports, liability reduction exercises. Ensuring projects are fully monitored and completed in line with customer and legislation requirements.
Monitoring on-going procedural developments and implementing changes to procedures where required.
Contributing to technical sub-committees (TSC) and technical administration discussions.
Assisting in managing the administration billing process.
Keeping abreast of technical and legislative developments within the pensions industry.
Working closely with other departments / teams both internal and external to the Company in order to provide a total service to our clients. E.g. Pensions Accounts, Payroll, Administration Support and ITM (3rd party IT software provider).
Assisting in the management of new business tenders and presentations.
Due to the changing nature of the business, you may from time to time be required to under take other activities of a similar nature that fall within your capabilities.
This role is likely to appeal to individuals with a minimum of 5 years' experience working within the admin business of a third party administrator. The role requires a combination of strong technical skills and experience of managing client relationships.
You must be able to demonstrate a thorough knowledge of pension administration activities and the ability to apply this knowledge to any scheme.
Experience of Defined Benefits (DB) and / or Defined Contribution (DC) schemes is required.
You must be able to demonstrate a very wide knowledge of the various key areas of pensions legislation including pensions taxation, contracting out and preservation.
Proven experience of handling complex member queries and calculations is essential.
Previous presentational experience is required in order to assist in leading client meetings and new business presentations.
Previous project management experience would be required to assist in leading pension administration project based work.
IT proficient, in particular Microsoft Word, Excel, Outlook & PowerPoint.
Training, education & qualification
Educated to a minimum of A Level or Degree or equivalent standard.
Ideally a minimum of three C grades or above at A Level or equivalent qualification.
Strong Maths and English GCSE or equivalent qualification - minimum grade B.
PartAPMI (or deemed 'qualified by experience').