Client Manager

Client Manager

Full-Time 40500 - 49500 £ / year (est.) Home office (partial)
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At a Glance

  • Tasks: Manage client relationships and drive revenue growth for Lumera's portfolio.
  • Company: Join Lumera, a pioneering insurtech innovator transforming the Life and Pensions industry.
  • Benefits: Enjoy career development, hybrid working, and a comprehensive benefits package.
  • Other info: Flexible travel opportunities and a dynamic work environment await you.
  • Why this job: Be part of an innovative team shaping the future of technology in pensions.
  • Qualifications: Experience in pensions management and strong relationship-building skills required.

The predicted salary is between 40500 - 49500 £ per year.

We are looking for a Client Manager to join our growing Commercial team looking after a portfolio of Lumera’s clients, taking day to day responsibility for all client-related matters, and reporting to the Client Director. The Client Manager is responsible for the development of new revenue from their clients, client satisfaction and communication, and for working with their colleagues across different functions and geographies.

Your New Mission

  • Day to day responsibility for client service and development to a portfolio of clients in the Technology business unit.
  • Achievement of financial objectives in respect of revenue delivery, revenue development and client profitability.
  • Client satisfaction and securing favourable client references.
  • Playing an active and innovative role in developing Lumera’s client propositions.
  • Produce and make available all relevant management information and reporting.
  • Ensure effective interaction with the operations teams, whilst maintaining well-defined boundaries between client management and operations.
  • Ensuring business assurance procedures are followed in respect of client management.

What We Offer

  • Career development and training tailored to your goals.
  • A hybrid working model with a centrally located office in either Bristol, London or Edinburgh and up to three days remote work per week.
  • A comprehensive benefits package focused on your physical and mental well-being.

We’re Looking For Someone Who

  • Has a strong understanding of the UK pensions environment and awareness.
  • Has pensions administration management, consultancy or client management experience in a pensions-related business.
  • Will take ownership and the initiative to build strong relationships with their clients.
  • Is self-reliant in the use of Word, PowerPoint and basic Excel to support the in-scope activities.
  • Is flexible to travel to Lumera offices, to meetings with clients and to marketing/profile-raising events.

Nice To Have

  • A relevant professional qualification.
  • Understanding of pensions data challenges and opportunities.
  • Experience in a pensions consultancy or in-house pension scheme.

About Lumera

Lumera is dedicated to the digital transformation of the European Life and Pensions industry. As insurtech innovators, we provide future-proof core technology for policy administration. The Prudent Revolution is our mission – bridging technology and partnership to navigate the fastest, safest path through complex change for L&P providers. We combine tech and industry expertise with relevant market experience to offer a broad range of consultancy and data services – from managing faultless legacy system migration to facilitating compelling end-user experiences. Based in Stockholm, Lumera has significant presence with offices in the United Kingdom, the Netherlands, Norway, Sweden, India and Vietnam. Lumera is majority owned by Monterro, a leading Nordic software investor. We are Lumera - pioneering the digital transformation of the Life and Pensions industry. With strategic partnerships and advanced automation, we streamline policy administration, making complex processes simpler. Our mission, The Prudent Revolution, guides L&P providers through change, ensuring a smooth transition. Trusted for migrations and armed with deep domain expertise and innovative AI solutions, Lumera shapes the future. Join us on this innovative journey!

Client Manager employer: Lumera

At Lumera, we pride ourselves on being an excellent employer, offering a dynamic work culture that fosters collaboration and innovation. With flexible hybrid working options from our vibrant offices in Bristol, London, or Edinburgh, employees enjoy a healthy work-life balance while having access to continuous professional development opportunities. Join us to be part of a supportive team that values your contributions and encourages growth in the exciting field of client management.

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Contact Details:

Lumera Recruitment Team

StudySmarter Expert Advice🤫

We think this is how you could land Client Manager

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 Lumera. 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 Manager

Client Management
Pensions Administration Management
Consultancy Experience
Relationship Building
Financial Objectives Achievement
Client Satisfaction
Communication Skills

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 Lumera.

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 Lumera'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 Lumera

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 Lumera.

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 Lumera 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 Lumera 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.