Client Relationship Manager

Focus Resourcing
16 Sep 2019
29 Sep 2019
Job Type
Contract Type

Our client is seeking a Client Relationship Manager to joint their Birmingham office.

Key responsibilities include:

  • Ensuring the efficient and effective delivery of client work to agreed deadlines to comply with legislative and clients requirements.
  • Day to day management of client relationships with trustees, scheme members and corporate clients.
  • Preparing for and where appropriate participating in trustee meetings.
  • Managing complex pensions queries and pensions consultative advice.
  • Managing ad-hoc projects and exercises, e.g. Scheme closure, data audit reports, liability reduction exercises.
  • Ensuring projects are fully monitored and completed in line with customer and legislation requirements.
  • Monitoring on going procedural developments and implementing changes to procedures where required.
  • Contributing to technical sub-committees (TSC) and technical administration discussions.
  • Managing the administration billing process.
  • Keeping abreast of technical and legislative developments within the pensions industry.

Job Requirements

Knowledge & experience

  • The role requires a combination of strong technical skills and the ability to manage client relationships at a senior level.
  • You must be able to demonstrate a very thorough knowledge of pension administration activities and the ability to apply this knowledge to any scheme.
  • You must have experience of Defined Contributions (DC) schemes.
  • Previous pensions administration experience of Defined Benefits (DB) schemes is required.
  • You must be able to demonstrate a very wide and deep knowledge of the various key areas of pensions legislation including pensions taxation, contracting out and preservation.
  • Proven experience of handling complex member queries and calculations is essential.
  • Previous presentations experience is required in order to lead in client meetings and new business presentations.
  • Previous project management experience would be required to perform pension administration project-based work.
  • IT proficient, Microsoft Word, Excel, Outlook & PowerPoint.

Training, education & qualification

  • Educated to a minimum of A Level or Degree or equivalent standard.
  • Ideally a minimum of three C grades or above at A Level or equivalent qualification.
  • Strong Maths and English GCSE or equivalent qualification - minimum grade B.
  • APMI (or deemed qualified by experience).