At a Glance
- Tasks: Support Client Directors in managing a diverse portfolio of pension clients.
- Company: Join ZEDRA, a leader in pensions governance with a focus on client service.
- Benefits: Competitive salary, professional development, and a dynamic work environment.
- Other info: Opportunity for career growth and to contribute to innovative business solutions.
- Why this job: Make a real impact in the pensions industry while developing your expertise.
- Qualifications: Experience in pensions governance and strong client service skills required.
The predicted salary is between 36000 - 60000 € per year.
The Client Manager is an integral part of the Pensions Governance team and is responsible for assisting the Client Directors, who act as Trustee, to manage a portfolio of clients. They will be:
- Responsible for assisting the Client Directors to manage a portfolio of clients on behalf of the firm.
- Expected to be an excellent team player and proactively support fellow colleagues by sharing experiences and delegating where feasible.
- Required to contribute to the success and development of the firm through proposition development and new business opportunities.
- Responsible for managing their own workload and becoming a subject matter expert.
- Expected to live up to the ZEDRA Values and deliver excellent customer service.
Key Accountabilities
The role is varied in nature and no one day is the same, an overview of some key functions are noted below:
- Ensure that all that we do supports our business objectives of delivering the highest possible service (we must ask ourselves all of the time ‘what would our client like us to do?’).
- Look for and create opportunities to provide more support to our clients and new services.
- Ensure that the right things are done at the right time in the right way for each of your clients.
- Support all clients that you get involved with, such as DB and DC pension schemes, Group Life master trusts, schemes that are winding up and Governance Advisory Arrangements.
- Delegate by ensuring work is done at the right level, including effective upward and downward communication of tasks and ability to manage workflow efficiently.
- Provide high quality governance and secretarial functions for clients, including taking minutes of meetings, documenting trustee decisions made and keeping our governance systems up to date.
- Be mindful of the fees that we charge your clients to ensure that we provide good value to them and that they are profitable clients.
- Record all of your time promptly and accurately, whether chargeable to a client or on non-chargeable tasks and projects.
- Look for other fee generating opportunities with your clients and seek help to convert those opportunities if needed.
- Participate in the process of new ideas for services and markets.
- Support the growth of the business by proactively supporting our new business activities.
Knowledge & Experience
- Good technical knowledge of UK pensions and scheme governance.
- Experience of working within the pension industry and able to demonstrate first class client service delivering against the needs and demands of their clients.
- Sound knowledge of ZEDRA Governance’s key markets and current issues affecting the pensions industry.
- Completed or willing to complete the Trustee Toolkit.
- Put clients at the centre of everything you do, building relationships and exceeding expectations.
- Flexible and professional when working under time driven pressures with excellent prioritisation and time management skills.
- Committed to delivering excellent service with clear and direct communication skills.
- High level of personal and interpersonal skills, building relationships with clients, advisers and colleagues.
- Take part in decision making processes and able to debate with and challenge Client Directors, bringing their own views and experience.
- The successful candidate may have partially or fully completed a relevant qualification such as APMI, FIA or CFA.
Client Manager – Pensions Governance in Birmingham employer: ZEDRA Group
ZEDRA is an exceptional employer that prioritises employee development and fosters a collaborative work culture, making it an ideal place for a Client Manager in Pensions Governance. With a commitment to delivering outstanding client service, employees are encouraged to grow their expertise while contributing to innovative business solutions. Located in a dynamic environment, ZEDRA offers unique opportunities for professional advancement and the chance to be part of a team that values integrity and excellence.
StudySmarter Expert Advice🤫
We think this is how you could land Client Manager – Pensions Governance in Birmingham
✨Tip Number 1
Network like a pro! Reach out to your connections in the pensions industry and let them know you're on the lookout for opportunities. You never know who might have a lead or can put in a good word for you.
✨Tip Number 2
Prepare for interviews by researching the company and its values. Make sure you can articulate how your experience aligns with their goals, especially around client service and governance. Show them you’re not just another candidate!
✨Tip Number 3
Practice your communication skills! Since this role involves a lot of client interaction, being able to convey your thoughts clearly and confidently is key. Consider mock interviews with friends or mentors to sharpen your delivery.
✨Tip Number 4
Don’t forget to apply through our website! It’s the best way to ensure your application gets seen by the right people. Plus, it shows you’re genuinely interested in joining our team at ZEDRA.
We think you need these skills to ace Client Manager – Pensions Governance in Birmingham
Some tips for your application 🫡
Tailor Your CV:Make sure your CV speaks directly to the role of Client Manager – Pensions Governance. Highlight your experience in pensions and governance, and don’t forget to showcase your client service skills. We want to see how you can contribute to our team!
Craft a Compelling Cover Letter:Your cover letter is your chance to shine! Use it to explain why you’re the perfect fit for this role. Share specific examples of how you've supported clients in the past and how you align with our ZEDRA Values. Let’s see your personality come through!
Showcase Your Team Spirit:As a Client Manager, being a team player is key. In your application, mention times when you’ve collaborated with colleagues or contributed to team success. We love seeing how you support others while managing your own workload!
Apply Through Our Website:We encourage you to apply directly through our website. It’s the best way for us to receive your application and ensures you’re considered for the role. Plus, it shows you’re proactive, which is exactly what we’re looking for!
How to prepare for a job interview at ZEDRA Group
✨Know Your Pensions Inside Out
Make sure you brush up on your technical knowledge of UK pensions and scheme governance. Familiarise yourself with current issues affecting the pensions industry, as this will show that you're not just a candidate but a potential subject matter expert.
✨Demonstrate Client-Centric Thinking
During the interview, be prepared to discuss how you would put clients at the centre of everything you do. Think about examples where you've exceeded client expectations or created new opportunities for support, as this aligns perfectly with the role's focus.
✨Show Off Your Team Spirit
Since being an excellent team player is crucial, share experiences where you've collaborated effectively with colleagues. Highlight how you’ve supported others and delegated tasks efficiently, which will resonate well with the firm's values.
✨Prepare for Real-Life Scenarios
Expect situational questions that assess your ability to manage workloads and communicate effectively under pressure. Think of specific instances where you had to prioritise tasks or make decisions, and be ready to discuss these in detail.
