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- Tasks: Assist Client Directors in managing a diverse portfolio of pension clients.
- Company: Join a leading firm dedicated to excellent client service and governance.
- Benefits: Competitive salary, professional development, and a supportive team environment.
- Why this job: Make a real impact in the pensions industry while developing your expertise.
- Qualifications: Experience in pensions governance and a passion for client service.
- Other info: Dynamic role with opportunities for growth and innovation.
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?').
- 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 expectation.
- 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.
Client Manager - Pensions Governance in England employer: ZEDRA
Contact Detail:
ZEDRA Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Client Manager - Pensions Governance in England
✨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. We want to see that you’re genuinely interested!
✨Tip Number 3
Showcase your expertise! Be ready to discuss specific examples of how you've managed client relationships or contributed to business development in the past. This is your chance to shine and demonstrate your value.
✨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 serious about joining our team at ZEDRA.
We think you need these skills to ace Client Manager - Pensions Governance in England
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 embody the ZEDRA values. Let us know what makes you tick!
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 candidates who are proactive and supportive of their peers!
Apply Through Our Website: We encourage you to apply through our website for a smoother process. It helps us keep track of applications and ensures you don’t miss out on any important updates. Plus, it’s super easy to do!
How to prepare for a job interview at ZEDRA
✨Know Your Pensions Inside Out
Make sure you brush up on your knowledge of UK pensions and scheme governance. Familiarise yourself with current issues affecting the pensions industry, as this will show your potential employer that you're not just a candidate, but a subject matter expert ready to contribute.
✨Demonstrate Team Spirit
Since the role requires excellent teamwork, be prepared to share examples of how you've supported colleagues in the past. Highlight instances where you've collaborated effectively or delegated tasks to ensure smooth workflow, showcasing your ability to work well within a team.
✨Client-Centric Mindset
During the interview, emphasise your commitment to putting clients at the centre of everything you do. Share specific examples of how you've exceeded client expectations in previous roles, and be ready to discuss how you would approach building relationships with clients in this new position.
✨Showcase Your Communication Skills
Effective communication is key in this role. Prepare to discuss how you've navigated challenging conversations or decision-making processes in the past. Be clear and direct in your responses during the interview, demonstrating that you can engage in meaningful discussions with both clients and colleagues.