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The Client Manager will work within the Client Relationship Team, who are responsible for delivering and maintaining administration and governance services to Broadstone’s DB pension scheme clients.
They will be ultimately responsible for the retention and relationship with their own client bank, and will liaise with the Administration and Actuarial teams, Trustees, Employers, Scheme Actuaries and other interested parties to ensure that a smooth and integrated administration and governance service is provided. They will be expected to attend Trustee Meetings and be the main representative for Broadstone’s administration and governance services.
The role requires an individual who has good organisational, IT, and telephone/inter-personal skills, a willingness to learn and a high standard of written and oral communication skills. In addition, sound knowledge on the administration and governance of DB pensions, the ability to prioritise their workloads and high levels of attention to detail would be preferable.
The Client Manager reports into an Actuarial Director in Glasgow and will liaise with and work alongside the wider Administration and Actuarial teams and Scheme Actuaries.
Key Accountabilities
* Responsible for building and maintaining successful client relationships.
* Setting budgets and meeting financial targets across client bank.
* Contribute to the successful delivery of Broadstone’s administration and governance services
* Being the first point of contact for Trustees, Employers and other related parties to ensure queries are dealt with quickly and efficiently by the relevant Broadstone team.
* Being the first point of contact for the Administration Team in the event of queries requiring client input.
* Attend meetings with clients, both face to face and via video, as required.
* Prepare agenda packs and minutes for Trustee Meetings, and chase up outstanding actions, as required by the client.
* Promotion of other areas of the business that may be of interest to the client.
* Preparing and presenting clear and concise reports based on data provided by the Administration or Actuarial teams.
* Manage the installation of new pension schemes, where required.
* Carry out any other duties that may be outside the standard remit as may be reasonably required by the Company and for the purpose of personal development.
Technical Knowledge and Professional Qualifications
Key Skills
* Good working knowledge of DB pensions, including current issues surrounding pension scheme administration, governance and awareness of guidance from professional pensions bodies such as The Pensions Regulator, and the Pension Administration Standards Association.
* Previous experience in the administration and governance of DB pensions.
* Good planning and organisation skills – able to manage multiple tasks effectively.
* Ability to work independently and prioritise own workload to meet client needs.
* Attention to detail when working with scheme data and records.
* High standard of written and oral communication skills.
* Good team player – keen to assist team members with achieving team and individual objectives, particularly during busy periods
* Ability to present a variety of pension administration based topics in Trustee meetings.
* Computer literate (MS Office and MS Outlook) and quick to learn new IT skills/software usage
Knowledge
* Anti-Money Laundering, TCF and Data Management regulations and internal processes
Overarching Obligations
* Adhere to all relevant laws & regulations, and Broadstone Policies & Procedures.
* Achieve a good standard of ethical behaviour, do the right thing at all times.
* Comply with all relevant professional standards.
* Complywith the FCA’s requirements in relation to the Senior Managers & Certification Regime, Treating Customers Fairly and the new Consumer Duty.
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