At a Glance
- Tasks: Manage relationships with Partner Funds and ensure a high-quality customer experience.
- Company: Join Border to Coast, the largest LGPS pool in the UK, based in vibrant Leeds.
- Benefits: Enjoy competitive pay, 30 days holiday, health insurance, and professional development opportunities.
- Other info: Flexible working options and a commitment to diversity and inclusion.
- Why this job: Make a real impact by shaping customer experiences and navigating the pensions landscape.
- Qualifications: Experience in relationship management within financial services and strong communication skills.
The predicted salary is between 40000 - 49354 £ per year.
- Leeds
- 3 days in the office
- 18 Month Fixed Term Contract : 37.5 hour per week
- Full time (we welcome flexible working discussions)
- An opportunity to make a difference
As a customer-owned and customer-focused organisation, our Partner Funds are at the heart of everything we do.
We manage approximately £120bn on behalf of 18 Local Government Pension Scheme funds, helping to secure the pensions of more than two million members.
We believe long-term success comes from working collaboratively, acting with integrity and building strong partnerships that deliver sustainable outcomes.
This is an exciting opportunity to manage relationships with a portfolio of Partner Funds and play an important role in shaping their experience of working with Border to Coast as part of an 18-month fixed term contract.
As a Customer Relationship Manager, you will build strong relationships with customers, represent Border to Coast across a range of governance and engagement forums, and work with colleagues across the organisation to ensure customers receive a high-quality and consistent experience.
You will help ensure customer needs and perspectives are understood whilst supporting the continued development of our Partnership.
About the Customer Relationship Management team
The Customer Relationship Management team sits at the centre of Border to Coast and acts as the primary interface between the organisation and our Partner Funds.
We build and maintain strong relationships, represent customer needs across the business, support effective oversight and coordinate delivery of a high-quality Partner Fund experience.
As Border to Coast evolves and the wider pensions landscape changes, the team plays a critical role in helping Partner Funds navigate change and maximise the benefits of pooling.
The role - what you'll be doing
- Manage relationships with assigned Partner Funds, developing a strong understanding of their objectives, priorities and governance arrangements.
- Build and maintain effective relationships with officers, committee members and other key stakeholders across your assigned Partner Funds.
- Represent Border to Coast at Pension Committees, officer meetings and governance forums, providing updates and helping to support effective oversight.
- Work with colleagues across Advisory, Investments, Operations and other teams to help coordinate delivery of a high-quality Partner Fund experience.
- Support customer engagement relating to new capabilities, propositions and strategic initiatives, helping to ensure Partner Funds receive clear, timely and consistent communication.
- Coordinate and support training sessions, workshops and engagement activities for officers and committee members, drawing on subject matter experts from across Border to Coast where appropriate.
- Ensure customer queries, requests and actions are managed effectively and delivered within agreed timescales.
- Ensure Partner Fund feedback, requirements and perspectives are shared across Border to Coast and considered in service development and continuous improvement activities.
- Maintain accurate customer records and relationship information within our CRM system, ensuring a high-quality source of customer intelligence for the organisation.
- Contribute to customer events, working groups and conferences that strengthen relationships across the wider Partnership.
About you - and the value you'll bring to our team
You'll be an experienced relationship manager with strong communication skills and the ability to build effective relationships with a range of stakeholders, including officers, committee members and colleagues across Border to Coast.
You'll enjoy working collaboratively, coordinating activity across multiple teams and delivering excellent customer outcomes.
Essential
- Experience managing customer or client relationships within asset management, investment consulting, pensions or financial services.
- Knowledge of UK institutional investments and the pensions marketplace.
- Excellent interpersonal, communication and presentation skills, with the ability to develop and maintain strong customer relationships.
- Confidence presenting to groups and facilitating discussions with a variety of stakeholders.
- Ability to understand investment-related concepts and communicate customer requirements effectively across an organisation.
- Strong problem-solving skills and the ability to identify practical solutions to customer challenges.
- Ability to communicate technical information clearly and adapt your communication style for different audiences.
- Strong organisational and time management skills, with the ability to manage multiple priorities simultaneously.
- Proven ability to work collaboratively across teams and functions.
- High levels of integrity, professionalism and personal accountability.
- Strong IT skills and confidence using Microsoft Office applications.
Desirable
- Experience working with Local Government Pension Scheme funds or other institutional asset owners.
- Knowledge of CRM systems such as Salesforce or Microsoft Dynamics.
- A broader understanding of financial markets, investment products and developments affecting institutional investors.
- A relevant professional qualification, or progress towards one, such as IMC, CFA or actuarial qualifications.
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
There's also more information about pay and reward, careers at Border to Coast and how we work on our website Careers - Border To Coast - Work With Us
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.
About Us
Based in Leeds, Border to Coast is the largest LGPS (Local Government Pension Scheme) pool in the UK.
It is owned by 18 Local Government Pension Scheme funds (‘Partner Funds’)which collectivelyrepresentover 5,000 employers and two million members.
The Partner Funds are Bedfordshire, Cambridgeshire, Cumbria, Durham, East Riding, East Sussex, Essex Hertfordshire, Kent, Lincolnshire, Northamptonshire, North Yorkshire, South Yorkshire, Surrey, Teesside, Tyne and Wear, Warwickshire and West Sussex.
The 18 Partner Funds have approximately £120bn of assets, strengthening the Border to Coastpartnership’s ability to harness scale to be more effective, more resilient, and more impactful.
Border to Coast Pensions Partnership Ltd is authorised and regulated by the Financial Conduct Authority.
- Registered in
- England
- Number: 10795539 and
- Registered
Office: 5th Floor, Toronto Square, Toronto Street, Leeds, LS1 2HJ.
Further details can be found at https://www. bordertocoast. org. uk.
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Customer Relationship Manager in Leeds employer: Border To Coast Pensions Partnership
At Sanderson, we pride ourselves on being an exceptional employer that prioritises the well-being and development of our people. Located in a vibrant environment, we offer a culture of support and collaboration, alongside opportunities for professional growth and learning. Our commitment to doing the right thing ensures that you will thrive in a role where your contributions are valued and impactful.
Contact Details:
Border To Coast Pensions Partnership Recruitment Team
StudySmarter Expert Advice🤫
We think this is how you could land Customer Relationship Manager in Leeds
✨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 Customer Relationship Manager in Leeds
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.
