At a Glance
- Tasks: Assist Client Directors in managing a diverse portfolio of pension clients.
- Company: Join a dynamic firm focused on delivering top-notch client service.
- Benefits: Competitive salary, professional development, and a supportive team environment.
- Other info: Exciting opportunities for career growth and personal development.
- Why this job: Be part of a team that values innovation and client satisfaction.
- Qualifications: Strong teamwork skills and a proactive approach to client management.
The predicted salary is between 40000 - 50000 € 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.
- Ensure that you 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.
- Be aware of the need for and participate in the process of new ideas for services and markets.
- Support the growth of the business by proactively supporting our new business activities.
Client Manager – Pensions Governance employer: ZEDRA Group
ZEDRA is an exceptional employer that fosters a collaborative and dynamic work environment, particularly for the Client Manager role in Pensions Governance. With a strong emphasis on professional development, employees are encouraged to become subject matter experts while contributing to innovative service offerings. Located in a vibrant area, ZEDRA offers competitive benefits and a culture that values teamwork and client satisfaction, making it an ideal place for those seeking meaningful and rewarding careers.
StudySmarter Expert Advice🤫
We think this is how you could land Client Manager – Pensions Governance
✨Tip Number 1
Network like a pro! Get out there and connect with people in the pensions governance space. Attend industry events, join relevant online forums, and don’t be shy about reaching out to potential colleagues on LinkedIn. You never know who might have the inside scoop on job openings!
✨Tip Number 2
Show off your expertise! When you get the chance to chat with potential employers, make sure to highlight your knowledge of DB and DC pension schemes. Share examples of how you've contributed to client success in the past. This will help you stand out as a subject matter expert.
✨Tip Number 3
Be proactive! If you see an opportunity to provide more support or new services to clients, don’t wait for someone to ask. Bring your ideas to the table during interviews or networking chats. It shows you're ready to contribute to the firm's growth right from the start.
✨Tip Number 4
Apply through our website! We love seeing candidates who are genuinely interested in joining us. Make sure to tailor your application to reflect how you align with our values and the role's requirements. It’s your chance to shine and show us why you’d be a great fit for the team!
We think you need these skills to ace Client Manager – Pensions Governance
Some tips for your application 🫡
Tailor Your CV:Make sure your CV is tailored to the Client Manager role. Highlight your experience in pensions governance and client management, and don’t forget to showcase your teamwork 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 passionate about the role and how your values align with ZEDRA's. We love seeing candidates who are genuinely excited about what we do.
Showcase Your Expertise:In your application, make sure to highlight any subject matter expertise you have in pensions or governance. We’re looking for someone who can hit the ground running and bring valuable insights to our clients.
Apply Through Our Website:Don’t forget to apply 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 keen on joining our team at StudySmarter!
How to prepare for a job interview at ZEDRA Group
✨Know Your Pensions Governance
Make sure you brush up on your knowledge of pensions governance and the specific responsibilities of a Client Manager. Familiarise yourself with the key functions mentioned in the job description, such as managing DB and DC pension schemes. This will show that you're not just interested in the role but also understand its nuances.
✨Showcase Team Spirit
Since being an excellent team player is crucial for this role, prepare examples from your past experiences where you've successfully collaborated with colleagues. Highlight how you’ve shared knowledge or delegated tasks effectively to achieve common goals. This will demonstrate your ability to support fellow team members.
✨Client-Centric Mindset
During the interview, emphasise your commitment to delivering excellent customer service. Think of instances where you’ve gone above and beyond for clients or identified new opportunities to support them. This aligns perfectly with the firm's objective of always asking, 'what would our client like us to do?'
✨Be Ready to Discuss Workflow Management
Prepare to talk about how you manage your workload and ensure tasks are completed efficiently. Share specific strategies you use for effective communication and delegation, as well as how you keep track of your time and projects. This will highlight your organisational skills and ability to handle varied responsibilities.
