At a Glance
- Tasks: Support Customer Relationship Managers in building long-term relationships and managing customer requests.
- Company: Join Border to Coast, a leading asset manager with a focus on sustainability.
- Benefits: Enjoy 30 days holiday, health insurance, professional development, and hybrid working options.
- Other info: Dynamic workplace in Leeds with excellent growth opportunities and a commitment to diversity.
- Why this job: Make a real impact in the pensions sector while developing your career in a supportive environment.
- Qualifications: Experience in customer service within financial services and strong communication skills are essential.
The predicted salary is between 54000 - 66000 £ per year.
Leeds – 3 days office Permanent: 37.5 hour per week Full time (we welcome flexible working discussions)
An opportunity to make a difference. At Border to Coast our purpose is to make a difference and we’re looking for an Assistant Customer Relationship Manager to join our award-winning team. As a customer-owned and customer-focused organisation, integrity is one of our values, as is our collaborative and sustainable approach. Our focus is to secure the pensions of over a million people who have provided valuable service to their communities and society.
As an Assistant Customer Relationship Manager, you will be supporting the Head of Customer Relationship Management and Customer Relationship Managers in the management of relationships with our Partner Funds and the development of our partnership. The Customer Relationship Management (CRM) team is responsible for building trusted, collaborative and sustainable relationships with our Partner Funds, ensuring their needs and priorities remain at the heart of our decision-making.
The role – what you’ll be doing:
- Provide support to our Customer Relationship Managers in the day-to-day management of our Customers as they work to develop long-term trusted customer relationships.
- Work with Investment and Operations colleagues to respond to Customer requests in a timely and efficient manner, tracking the progress of requests for the purposes of internal reporting.
- Support the production and delivery of portfolio and Border to Coast updates for our Customers.
- Support the maintenance of our CRM system, ensuring a single source of customer data and interactions that the organisation can draw upon when required.
- Work with Customer Relationship Managers to ensure Customer feedback is shared across the organisation and acted on.
- Coordinate and draft regular updates to our Partner Funds covering a range of investments topics.
- Support in the management of stakeholders throughout the launch process of new funds, including attendance and support at Customer workshops.
- Support the delivery of internal and external reporting, working with other parts of the organisation to collate inputs.
- Ensure that the service provided to Customers is in line with customer agreements and internal procedures.
- Follow processes, procedures, regulatory requirements and effective record keeping and give due consideration to risk and capital management.
- Assist with the production of internal management information.
- Identify risks in own area of responsibility, recognise risks in all areas of the business and notify any such risks to your People Manager and the Operational Risk Manager.
About you - and the value you’ll bring to our team:
This is the perfect opportunity for someone who is looking to further develop their career within investments, pensions and relationship management. You should have strong interpersonal, communication and presentation skills as well as the ability to develop and maintain strong internal and customer relationships. You will have strong skills in time management, attention to detail and accuracy as well as analytical skills and the ability to understand and evaluate financial data.
Essential:
- Experience in a customer-related role within asset management, investment consulting, pensions or financial services.
- Excellent interpersonal and communication skills and ability to build internal and external stakeholder relationships.
- Strong organisational and time management skills, with the ability to balance multiple customer requests, projects and priorities.
- An ability to independently consider and suggest approaches to solving problems to ensure customer queries are resolved.
- High levels of integrity, professionalism and personal accountability.
- Strong IT skills and confidence using Microsoft Office applications.
Why join Border to Coast?
At Border to Coast, you will receive competitive remuneration and have access to excellent benefits:
- Vitality Health Insurance for all employees
- Employee Assistance Programme
- A generous holiday allowance of 30 days a year, plus bank holidays
- Professional Development including the opportunity to gain fully funded qualifications (e.g. IMC)
- Critical Illness Cover
- Pension scheme
- Stunning Leeds city centre location only a short walk to the train station
- Cycle to work scheme
- Life Assurance of 6 times of salary
- Sustainable travel plans
- Range of discounts for Leeds gyms, shops and restaurants
- Hybrid working
- Onsite gym
We welcome applications from people of all experience levels and backgrounds and value diversity of thought. We are committed to creating an inclusive and engaging workplace, ensuring that colleagues maintain a work life balance. We encourage colleagues to progress, be themselves and be their best through both personal and professional development.
If you have a disability, or if you have a condition that you believe may affect your performance during our selection process, we would be happy to discuss making reasonable adjustments to our processes for you. Please contact our recruitment team at recruitment@bordertocoast.org.uk.
We’re looking for people with the right values, behaviours, skills and experiences and if you meet some of the role’s criteria and are interested in finding out more about Border to Coast and the team, we’d love to hear from you.
Assistant Customer Relationship Manager employer: Border To Coast Pensions Partnership
Border to Coast Pensions Partnership is an exceptional employer dedicated to making a meaningful impact in the community by securing pensions for over a million individuals. With a strong focus on responsible investment, employees benefit from a collaborative work culture that prioritises professional development and offers generous perks such as 30 days of holiday, health insurance, and a vibrant city centre location in Leeds. Join our award-winning team and contribute to innovative investment strategies while enjoying a supportive environment that values diversity and personal growth.
Contact Details:
Border To Coast Pensions Partnership Recruitment Team
StudySmarter Expert Advice🤫
We think this is how you could land Assistant Customer Relationship Manager
✨Get to Know the Company Culture
Before jumping into applications, it’s super helpful to understand the vibe at Border To Coast Pensions Partnership. Check out their social media, read reviews on sites like Glassdoor, and see how they engage with customers. It'll give you clues on their values and help tailor your conversation during interviews.
✨Join Customer Support Communities
Dive into online communities like those on Reddit or LinkedIn where customer support pros hang out. Participating in discussions or asking questions can make you more visible to potential recruiters and help you learn about job openings at companies like Border To Coast Pensions Partnership before they even post them.
✨Attend Job Fairs or Networking Events
Look out for local job fairs or events specifically for customer support roles. This is your chance to meet hiring managers face-to-face, and you might even get the opportunity to interview on the spot!
✨Show Off Your Skills with Customer Interactions
In the customer support world, showcasing your communication skills is key. Consider creating a short video introducing yourself or even doing a mock call to showcase your abilities. It's a memorable way to stand out, especially if you can share this during your interview process!
We think you need these skills to ace Assistant Customer Relationship Manager
Some tips for your application 🫡
Show Off Your Communication Skills:In customer support, clear communication is key. Make sure your CV highlights any experience you've had in customer-facing roles and your ability to resolve issues. Don't shy away from including specific examples of how you've gone above and beyond to help customers – this really shows your potential in the role.
Tailor Your Cover Letter to Border To Coast Pensions Partnership:Your cover letter is your chance to shine! Tell us why you want to work at Border To Coast Pensions Partnership specifically. Mention any unique aspects of our company that resonate with you and how your skills can enhance our customer support. This personal touch will set your application apart from the rest!
Highlight Any Relevant Tools or Tech Skills:If you've used customer support software like Zendesk or Freshdesk or have experience with CRM systems, make sure to mention these in your application. Being familiar with industry-standard tools can be a big plus for us when we’re reviewing applications, as it shows you can hit the ground running!
Demonstrate Your Problem-Solving Skills:Customer support roles often require a knack for problem-solving. In your application, share examples of past experiences where you've tackled tough situations or resolved conflicts effectively. This will give us a good sense of how you handle challenges—an essential skill for success at Border To Coast Pensions Partnership!
How to prepare for a job interview at Border To Coast Pensions Partnership
✨Show Off Your People Skills
In customer support, it's all about communicating effectively. Prepare to share instances from your past experiences where you handled difficult customers or resolved conflicts. We want to hear how you empathised and found the best solutions, so think of specific examples to back up your stories!
✨Know the Tools of the Trade
Familiarise yourself with common customer support tools like Zendesk or Freshdesk, and make sure to review how you’ve used any similar systems in the past. During the interview, being able to discuss your hands-on experience with software or ticketing systems can really set you apart from the competition, so don’t skip this prep!
✨Show Genuine Enthusiasm
As this is a full-time role, employers want someone who isn’t just looking for any job, but wants to grow within customer support. Make sure to express your enthusiasm for helping customers and your desire to develop your skills. Show them why you're passionate about this field!
✨Practice Common Scenarios
Be prepared for role-playing scenarios where you might have to reassess a solution with a frustrated customer or explain a complex process in simple terms. Practising these common scenarios can help us feel more confident and demonstrate our practical skills effectively during the interview.
