At a Glance
- Tasks: Support the Client Management team with coordination and administrative tasks for client accounts.
- Company: Join Procentia, an award-winning tech company in the pensions sector.
- Benefits: Enjoy 25 days holiday, private medical insurance, and a pension contribution.
- Other info: Diverse and inclusive workplace encouraging applicants from all backgrounds.
- Why this job: Be part of a dynamic team making a real impact in client management.
- Qualifications: Strong organisational skills and excellent communication abilities required.
The predicted salary is between 25650 - 31350 £ per year.
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.
Client Management Co ordinator in Bristol employer: Procentia
Procentia, part of the Brightwell Group, is an exceptional employer that fosters a collaborative and inclusive work culture, offering meaningful opportunities for professional growth in the dynamic field of pensions technology. With a strong commitment to employee well-being, we provide generous benefits including 25 days of holiday, private medical insurance, and a supportive environment that encourages diversity and innovation. Located in the UK, our team thrives on building strong relationships across various departments, ensuring that every employee can contribute to our mission while enjoying a fulfilling work-life balance.
StudySmarter Expert Advice🤫
We think this is how you could land Client Management Co ordinator in Bristol
✨Get to Know the Company Culture
Before jumping into applications, it’s super helpful to understand the vibe at Procentia. 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 Procentia 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 Client Management Co ordinator in Bristol
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 Procentia:Your cover letter is your chance to shine! Tell us why you want to work at Procentia 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 Procentia!
How to prepare for a job interview at Procentia
✨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.
