Client Management Co ordinator in Bristol

About us

Procentia, part of the Brightwell Group, is an award-winning software and technology company specialising in the Pensions and Pension Risk Transfer/Bulk Purchase Annuities market.

Established in 2002, the business is renowned for its web-based pensions administration and management system, Intelli Pen.

Procentia’s products and solutions help pension schemes and administrators of all types and sizes manage exceptional volumes of data, meet the demand for self-serve technology, and provide meaningful, consumer-like experiences that users expect from modern online financial platforms while minimising the need for administrator intervention and involvement.

With offices in the UK and North America, Procentia supports some of the largest pension schemes, insurers and retirement plans across the private and public sectors, including BP, British Airways Pension Scheme, BTPS, Chicago Transit Authority, Legal & General Retirement America, Retirement System City of Detroit, Rolls-Royce, Royal London, and Universities Superannuation Scheme.

The job

The Client Management Coordinator will support the Client Management team in delivering a professional, consistent and well-organised experience for Procentia’s clients.

The role will provide coordination, administrative and operational support across client governance, meeting preparation, action tracking, reporting, communications and internal follow-up activity.

Here's what you'll be doing

• Provide general and day-to-day administrative support to Senior Client Managers across client accounts
• Maintain client management documentation, including contact lists, trackers and shared folders to support accurate account management.
• Support the preparation and follow-up of client meetings, including agendas, papers, minutes, action updates and supporting documentation.
• Collate information for account reviews, client updates and internal planning discussions, using agreed templates and inputs to support a consistent, insight-led approach to client management.
• Assist with routine client communications, follow-up notes and administrative updates for review before issue.
• Act as a coordination point across relevant internal teams as needed.

Key skills and experience

·· Strong organisational skills, with the ability to manage multiple priorities and deadlines.

• Excellent written and verbal communication skills.
• Good attention to detail and accuracy in documentation, notes and follow-up activity.
• Confident using Microsoft Office tools, including Outlook, Word, Excel, Power Point and Teams.
• Ability to build effective working relationships with internal colleagues and client-facing teams.
• Proactive approach to tracking actions, resolving issues and escalating where needed.

Lets talk about what's in it for you...

• 25 days holiday (plus public holidays) increasing with length of service up to a maximum of 28 days, with carry over of up to 1 week
• Buying and Selling holiday (up to 1 week)
• Volunteer day
• 5% Employer contribution pension
• Life Assurance
• Private Medical Insurance
• Employee Assistance Programme (EAP)
• Health care cash plan
• Tusker – Electric Car Leasing scheme

Don’t meet every requirement?

We know that some candidates, particularly women, disabled people, LGBTQ+ individuals, neurodivergent people, and those from ethnic minority backgrounds, may hesitate to apply unless they meet every listed requirement.

At Procentia, we’re committed to building a diverse, inclusive workplace where everyone can thrive.

If this role excites you but your experience doesn’t align perfectly with every requirement, we encourage you to apply anyway.

You could be a great fit for this role or another opportunity within our team.