We're looking for an engaging, organised and people‑focused Associate Client Manager to join our expanding Client Management team. You'll work closely with Client Managers at all levels to support and develop a portfolio of existing corporate clients—helping their employees understand and maximise their pension and wider benefits packages.
This role is ideal for someone with strong client‑facing experience who wants to build a career in employee benefits, pensions, and financial education.
Responsibilities:
Manage a smaller portfolio of corporate clients, building strong long‑term relationships.
Deliver 1:1 consultations, group presentations, and employee engagement activities
Provide clear and accurate pension and benefits guidance to employees
Support with onboarding new clients and delivering corporate engagement projects
Identify opportunities for upsell, renewals, and cross‑selling into the wider Omny Group
Maintain excellent communication both remotely and in‑person
Assist senior colleagues with client strategies and operational deliveryThe successful candidate will be able to demonstrate the following:
2-3 years' experience in a customer‑facing role
Strong communication skills and confidence presenting to groups
Highly organised and able to work autonomously
Educated to A‑level standard
Willingness to work towards QCF Level 4 qualification
Comfortable using MS Teams and delivering client sessions both virtually and in person
In return we are offering:
A competitive base salary of £40,000 plus bonus
25 days holiday plus 8 bank holidays
35-hour working week Monday - Friday
Group life assurance
Group critical illness
Private medical cover (after 12 months of employment, single cover funded for employee only)
Mental health support
Discounted gym membership
Pension (auto-enrolment after 3 months) contributions are employee - 4% and company 4%If you're excited by the idea of joining a growing consultancy where your success is recognised and rewarded, we'd love to hear from you.
Interested? Then APPLY now for immediate consideration