In this important role you will be a key part of the business for this growing and well-regarded third-party pension's administrator. Are you ready for this new challenge?

As a Client Relationship Manager you will own and manage key relationships for a portfolio of clients, forming strong client relationships and valued solutions with the aim of developing and retaining existing clients.

You will also be actively involved in securing new clients and contribute to the general development of the business. Other key duties will include working closely with clients to understand their strategic goals, expectations and requirements and to host and lead client meetings, as well as attend trustee meetings, taking minutes and maintaining trustee documentation as part of the trustee secretariat function.

To be a success in this role a strong understanding of administration practices, processes and regulation is essential as you will be required to independently develop and implement solutions whilst providing technical advice. Essential to the role is managing and developing senior relationships with clients at both trustee and corporate level.

Key attributes will include being highly disciplined and organised, with well-honed self-management skills. You will also be able to demonstrate the ability to understand complex issues and handle challenging questions with credibility and ease.

With a good overall salary and benefits package on offer together with the opportunity to take on a strategically important role do get in touch to apply or to learn more.

For a confidential discussion please telephone Craig English on 07884 493361 or email craig@abenefit2u.com
Posted: 11/04/2024
Location
Home-based, though with a focus on clients based in the South of England, so ideally will reside in the same area
Job type
Permanent
Salary
£Dependent on experience
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