Client Manager – Pensions Governance in Birmingham

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?).
• To 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. This would include 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.
• To 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.
• To ensure that you record all of your time promptly and accurately, whether chargeable to a client or on non-chargeable tasks and projects.
• To look for other fee generating opportunities with your clients and to seek help to convert those opportunities if needed.
• To be aware of the need for and to participate in the process of new ideas for services and markets.
• To 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 be able to demonstrate first class client service delivering against the needs and demands of their clients.
• Have sound knowledge of ZEDRA Governance's key markets and current issues affecting the pensions industry.
• Have completed or be 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 and will have excellent prioritisation and time management skills.
• Committed to delivering excellent service and have 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 should be 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.