Our client is a global leader in the health and benefits marketplace. Operating in 135 countries, the team of specialists design benefits solutions that meet the needs of businesses and
their people, drawing from global intelligence and adapting that wealth of experience to local markets.
As a Client Relationship Manager based in the Pension Retention team, you will be responsible for the day to day management of a portfolio containing a significant number of
clients.
You will be the main point of contact, maintaining a relationship with clients and coordinating services from specialists within the business
The role:
1. Learn the basics of the Pension provider products, services and tools – gaining an understanding of products, services and technical tools, participating in training courses, online learning, or through learning from more experienced colleagues.
2. Take ownership of a portfolio of Pension clients
3. Take the client through the whole sales process from onboarding, implementation and ad
hoc employer queries.
4. Engage with your portfolio of clients on a proactive basis, holding annual renewal calls with
the client and guide them through a mid-year review meeting.
5. Generate Leads for the other parts of the business within your existing client bank and pass these to the appropriate teams.
6. Assist the consulting team in gathering, organising, entering and analysing data to be used for various client projects for the clients
7. Follow up with client or existing clients regarding missing or inaccurate information and yearly updates.
8. Ensure all client files have the most recent correspondence and client information.
What you need to have:
9. Previous client relationship based experience within pensions/financial services industry
10. Excellent organisational and prioritisation skills
11. Good visual accuracy and attention to detail
12. Strong written and verbal communication skills, with the confidence to liaise at all levels face to face and via zoom
13. A logical approach to your work
14. Proven ability to work on own initiative and as part of a team
15. Must be enthusiastic, motivated and committed to providing high quality service to clients
What makes you stand out:
• DC / SIPP Pensions knowledge/experience