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 delivery
The 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%
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