At a Glance
- Tasks: Support client relationships and manage day-to-day activities for a portfolio of clients.
- Company: Join Isio Group, a dynamic company focused on client satisfaction and retention.
- Benefits: Competitive salary, market-leading bonus, study support for professional qualifications.
- Other info: Hybrid workstyle with opportunities for travel and career growth.
- Why this job: Make a real impact by fostering strong client relationships in a fast-paced environment.
- Qualifications: Experience in client-facing roles and understanding of pensions administration.
The predicted salary is between 30000 - 40000 £ per year.
In this role you will work closely with the National Client Relationship Managers (CRM) to help build and maintain strong relationships with our clients to ensure satisfaction, retention, and loyalty, ultimately contributing to business success. You will help understand client needs, provide support, and address concerns, acting as the first point of contact on behalf of the Client Relationship Manager. The CRM Assistant will also collaborate proactively with a range of internal stakeholders to manage activities and outcomes to achieve stakeholder objectives.
This role can be based in any of our city centre locations with a hybrid workstyle.
What does the role entail?
- Support proactive and successful leadership to a portfolio of admin-only clients.
- Manage the day-to-day client management activities and interactions, on behalf of the CRM.
- Communicate and collaborate effectively with colleagues and stakeholders at varying levels.
- Use a range of communication mediums to meet internal and external needs.
- Support new client propositions and existing client improvement opportunities.
- Support transformation, installation and solutions implementation.
- Produce a variety of reports and presentations across a range of pensions administration and technology services and outcomes.
- Coordinate CRM events and activities, including appointments, minutes, actions and reporting.
- Carry out client billing activities, including invoicing, work-in-progress and credit activities, where necessary.
- Support and maintain effective risk management and governance frameworks.
- Foster rapport and trusting partnerships with stakeholders.
- Offer technical advice and support to colleagues and external stakeholders.
- Collect, analyse and report data and MI to strengthen decision making outcomes.
- Provide project and operational management support to colleagues to enable client outcomes and meet expectations.
- Develop knowledge of Isio services, brand and opportunities to help advocate to new and existing stakeholders.
- Maintain and produce portfolio management information, commercial reporting and accounts.
- Act as a liaison between the CRM and internal colleagues and departments.
What we’re looking for
- Evidential experience in a client facing support role previously.
- Understanding of third-party pensions administration and pensions administration stakeholder needs.
- Technical knowledge of pensions administration and current market challenges/opportunities.
- Proven track record of effective organisation and planning, on behalf of senior stakeholders.
- Strong organisational and attention to detail skills, with the ability to work in fast paced dynamic environments.
- Ability to demonstrate emotional intelligence, effective communication and negotiation skills on behalf of senior management.
- Proactive, solutions oriented when handling various conflicting priorities and workloads.
- Experience of working collaboratively with a range of stakeholders to meet goals and objectives.
- Various presentation production and communication methods.
- Prioritisation and effective time management experience.
- Strong interpersonal skills and evidence of building long-standing relations with various stakeholders.
- Effective risk management and governance.
- Willing and able to travel to various office and stakeholder sites, as required.
What you can expect in return
- A competitive salary and market leading bonus scheme with stretch targets for high performance.
- Study support to help you achieve professional qualifications, with salary increases for exam passes.
- Isio Group is an equal opportunities employer, and we welcome applications from all suitably qualified candidates.
If you think you may require a reasonable adjustment to be made for any reason at any stage of your recruitment process, please ask us.
Client Relationship Manager Assistant Pensions Administration · Any Regional Office · in Cardiff employer: Isio
Isio is an exceptional employer, offering a dynamic work environment in Edinburgh where Senior Defined Benefit Pensions Administrators can thrive. With a competitive salary and market-leading bonus scheme, employees benefit from a strong focus on professional development and a supportive culture that encourages mentorship and collaboration among team members.
StudySmarter Expert Advice🤫
We think this is how you could land Client Relationship Manager Assistant Pensions Administration · Any Regional Office · in Cardiff
✨Tap into Campus Networks
If you're still in uni, don’t forget to engage with your campus's career services and attend finance-related events. Banks often do presentations and recruitment drives on campus, so put yourself out there and make use of these opportunities to show off your passion for the field.
✨Get Certified
Consider pursuing relevant certifications like the CFA or ACCA while you’re job hunting. They not only beef up your CV but also connect you with professional bodies which can lead to networking opportunities and even job openings in banking and financial services.
✨Connect on Professional Platforms
Join finance-focused groups on platforms like LinkedIn and engage in discussions. This can really help you stand out from the crowd, allowing potential employers to see your knowledge and interest in industry trends. Plus, you might stumble upon job postings shared exclusively within the group.
✨Apply Directly and Be Proactive
Don’t shy away from reaching out directly to firms like Isio. Use their websites and apply through them, but also consider following up with a polite email to express your enthusiasm. Being proactive can make a huge difference in getting noticed in the competitive financial services sector.
We think you need these skills to ace Client Relationship Manager Assistant Pensions Administration · Any Regional Office · in Cardiff
Some tips for your application 🫡
Show Off Your Numbers!:In the banking and financial services world, quantifiable achievements are key. Make sure your CV highlights your grades in relevant subjects, any financial certifications you hold, and specific projects where you've delivered measurable results. Employers love to see how your skills translate into real-world success.
Tailor Your Cover Letter to the Role:When applying for a full-time position, your cover letter should make a direct connection between your experience and the job description. Don't just state your enthusiasm for finance—dive into how your background in banking or financial analysis sets you apart. Let your passion shine through while being specific about what you can bring to Isio.
Include Relevant Financial Software Experience:If you've worked with financial modelling tools or software like Excel, SAP, or specific analytical tools during your studies or internships, bring that up! Highlighting your proficiency can really make your application pop and show you're ready to hit the ground running in a full-time role.
Research and Reflect:Before hitting that 'apply' button on Isio's website, do a little digging. Look up their recent projects, values, and culture. Reflecting their ethos in your application can make a huge difference and show you’re genuinely interested in being part of the team!
How to prepare for a job interview at Isio
✨Brush Up on Financial Analysis Skills
Make sure you're well-versed in financial concepts and analytical techniques relevant to banking and financial services. Get comfortable with tools like Excel for modelling or financial forecasting, as technical questions in this area are common during interviews with Isio.
✨Prepare for Case Studies
Expect to tackle case studies that demonstrate your problem-solving skills in real-world banking scenarios. Familiarise yourself with the types of problems you might face—think risk assessments or investment evaluations—and be ready to articulate your thought process clearly.
✨Show Your Passion for Finance
Since this is a full-time position, employers at Isio will be keen to see your genuine interest in finance. Be prepared to discuss recent industry trends or news articles that excite you, showcasing your enthusiasm and engagement with the field.
✨Network with Industry Professionals
Before your interview, reach out to current or former Isio employees on platforms like LinkedIn. They'll offer unique insights into the company's culture and the interview process, which can give us a delightful edge in showcasing a good fit for the team.
