My client is currently recruiting a DC Client Manager who will hold a key relationship role, as the regular point of contact responsible for the day to day management of relationships with our Master Trust clients. You will be in charge of ensuring that our existing clients and service suppliers, internally and externally receive ongoing best in class service. You will support all aspects of service delivery to DC clients as primary day to day contact and client advocate within the business.
What you will do:
> Be the regular point of contact for clients to deal with day to day enquires. Provide proactive relationship management with clients and their advisers; attending client meetings as required and following up on actions
> Prepare and review quarterly reporting (or as required) to DC clients on investment and administration performance
> Partner with our suppliers internally and externally to maintain strong and effective relationships
> Be the key contact for administration teams to monitor and coordinate administration delivery, and escalation point for complicated cases, complaints or corrective actions
> Assist in the development of the client service function through generation of ideas and implementation of new procedures where appropriate
> Identify DC clients emerging needs and inform the DC proposition Team, working with the team to develop solutions
> Help DC clients to deliver member communication strategies
> Supporting the sales process of converting new business opportunities into new clients, including participating in new business proposals and consultant meetings, as appropriate
What we need from you:
> You will have demonstrable client facing DC experience; this could also include internal client facing roles. You have a PENSIONS background rather than an investment one.
> You will possess excellent client relationship management skills
> You will have strong project management skills and a proven ability to manage multiple agendas
In our company values we aim for equity at all stages of the recruitment process, please let us know if we can do anything to make the process more accessible to you.