Associate Client Director

As a Associate Client Director, you will play a pivotal role in leading and managing complex client relationships, building strategic plans, harnessing expert guidance to clients, and driving focused outcomes. You will be responsible for fostering strong client relationships and ensuring the successful delivery of EB services.

This role demands an individual who can cultivate and maintain client relationships at the highest levels, ensuring the seamless delivery of our services and demonstrating the value of our partnership.

The successful candidate will also be responsible for expanding our role and revenue with clients. The individual must be commercially astute, safeguarding and retaining existing business while actively seeking new opportunities both within the UK and as part of our wider global business

Please note this is a full-time, permanent role that is either office based or remote , subject to being suitable for both parties.

Key responsibilities & accountabilities

Your role is to consult with clients on their strategic benefit and retirement needs.

Client responsibilities will include:

• Maintain a personal portfolio of clients for whom you will be responsoible for all aspects of our EB and retirement services
• Develop strong relationships with those clients, to ensure their satisfaction and continued business;
• Consult with those clients, on their business, people and benefits challenges and opportunities, developing a deep understanding of their business and needs.
• Taking responsibility for the delivery of all services within the EB and retirement remit.
• Create and identify opportunities to grow our role with those clients and generate more revenue. This includes opportunities such as GBM, flex, healthcare, wellbeing, international and general insurance, working with other members of the benefits team.
• Work with the wider benefits team to ensure all other services are effectively delivered to those clients.

Other responsibilities:

• Maintain an high level knowledge of the relevant market and products, to be able to provide the highest levels of guidance and insights;
• Support the new business team from time-to-time with pitches and proposals, , to support the winning of new clients into the business;
• Develop strong working relationships with the protection, flex, healthcare, wellbeing and international teams, to ensure client opportunities are being uncovered, developed and closed.

Skills, abilities & personal qualities

• Interpersonal skills – the ability to create trust and confidence with clients and the wider business
• Communication skills – the ability to negotiate, influence and demonstrate empathy as required
• Creativity – consult with clients and construct effective solutions reflecting their needs
• Commerciality – work in a way that creates financial opportunities for the business and protect revenue
• Professionalism – able to consistently deliver to the highest standards and expectations of our clients
• Self-development – continue to learn and grow, as required by the different responsibilities of the role
• Organisation & Time management – highly effective at managing a busy schedule of work
• Analytical Skills – highly effective at questioning clients and analysing data and info to determine actions
• IT Skills – strong application skills, especially the Microsoft Office suite of products
• Qualifications – Relevant industry qualification

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