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- Tasks: Be the go-to person for client relationships and support their needs.
- Company: Join a growing firm managing over £24 billion in UK pensions.
- Benefits: Enjoy a competitive salary, KPI bonuses, and support for professional development.
- Why this job: Make a real impact by fostering strong client relationships in a dynamic environment.
- Qualifications: 5+ years in the UK pension industry; IMC or CFA preferred.
- Other info: This role is not quota-carrying, focusing on client satisfaction instead.
The predicted salary is between 43200 - 72000 £ per year.
My client provides investment administration and management services for large, UK Pensions schemes. The business has seen steady growth in recent years and counts some of the largest DC schemes in the UK among their clients, with responsibility for £24billion+ AUM.
As new DB, DC and Master Trust clients are on-boarded, they are assigned a dedicated Client Relationship Manager whose primary purpose is to work directly with Trustees and professional advisors, making sure that their needs are understood and supported by front and back-office service delivery teams. Reporting directly to the Commercial Director, the Senior Client Relationship Manager is the ‘face’ of the company and trusted partner for their clients.
The CRM will help to retain and develop existing business with our clients; PLEASE NOTE – this is NOT a quota-carrying position and bonus is based on individual KPI’s, not revenue.
Key tasks and responsibilities:
- Act as the main point of contact for client relationships, supporting them to fully understand, and use, administration and platform services
- Support the development of strategic relationships with clients; monitoring service levels alongside supporting further business development opportunities
- Deliver dedicated support for client driven initiatives, taking the lead on projects and engaging the relevant client teams to deliver against project objectives
- Provide technical support to clients
- Engage with other teams to increase effectiveness and efficiency of systems and processes to improve the client experience
- Support the provision of appropriate frameworks and controls to ensure adherence to procedures and policies
- Foster a spirit of teamwork and unity within the team and between departments
Qualifications, Experience, Skills:
- 5+ years solid, demonstrable, relevant experience working within the UK pension industry
- Ideally, IMC or CFA qualification – or making progress towards
- Strong knowledge of the UK pensions market and regulatory environment
- Clear communication style, both verbally and in writing
- Ability to manage client expectations to meet client needs and business demands
- Experience dealing confidently and professionally with senior management and other key business stakeholders
- Experience working within an FCA /PRA regulated company is highly desirable
- Ability to manage increasing levels of responsibilities, deadlines and client/partner relationships
- Experience of working within, or leading, project teams
Basic salary is in line with sector expectations and is negotiable based on experience. The package includes KPI bonus, Pension, Life Cover and Income Protection. The company are committed to supporting ongoing professional development and provide financial support for those studying towards recognised Investment and/or Pension qualifications.
Senior Client Relationship Manager employer: S3 Associates Ltd
Contact Detail:
S3 Associates Ltd Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Senior Client Relationship Manager
✨Tip Number 1
Make sure to leverage your network within the UK pensions industry. Reach out to former colleagues or industry contacts who may have insights into the company culture and expectations for the Senior Client Relationship Manager role.
✨Tip Number 2
Familiarize yourself with the latest trends and regulatory changes in the UK pensions market. Being well-versed in current events will not only help you in interviews but also demonstrate your commitment to the field.
✨Tip Number 3
Prepare to discuss specific examples of how you've successfully managed client relationships in the past. Highlight your ability to understand client needs and deliver tailored solutions, as this is crucial for the role.
✨Tip Number 4
Showcase your project management skills by discussing any relevant projects you've led or contributed to. Emphasize your ability to engage with different teams and drive initiatives that enhance client satisfaction.
We think you need these skills to ace Senior Client Relationship Manager
Some tips for your application 🫡
Understand the Role: Before applying, make sure you fully understand the responsibilities and qualifications required for the Senior Client Relationship Manager position. Tailor your application to highlight your relevant experience in the UK pensions industry.
Highlight Relevant Experience: In your CV and cover letter, emphasize your 5+ years of experience in the UK pension sector. Mention specific projects or client relationships you've managed that demonstrate your ability to support and develop strategic client relationships.
Showcase Communication Skills: Since clear communication is crucial for this role, provide examples in your application that showcase your verbal and written communication skills. Consider including instances where you successfully managed client expectations or collaborated with senior management.
Demonstrate Teamwork and Leadership: The job requires fostering teamwork and leading project teams. Include examples in your application that illustrate your ability to work collaboratively across departments and lead initiatives that improved client experiences.
How to prepare for a job interview at S3 Associates Ltd
✨Understand the Client Relationship Landscape
Make sure you have a solid grasp of the UK pensions market and regulatory environment. Be prepared to discuss how your experience aligns with the needs of the clients and how you can support their administration and platform services.
✨Showcase Your Communication Skills
Since clear communication is key in this role, practice articulating your thoughts clearly and concisely. Prepare examples of how you've effectively communicated with senior management and stakeholders in previous roles.
✨Demonstrate Project Leadership Experience
Be ready to share specific instances where you've led client-driven initiatives or projects. Highlight your ability to engage relevant teams and deliver against project objectives, showcasing your leadership skills.
✨Emphasize Teamwork and Collaboration
This position requires fostering teamwork within the company. Prepare to discuss how you've successfully collaborated with different departments in the past to enhance client experiences and improve processes.
