Barnett Waddingham
Client Relationship Manager
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Client Relationship Manager
United Kingdom and 11 more
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We have an exciting, permanent opportunity for a Client Relationship Manager to join our Pension Administration business area, based from any of our UK offices (hybrid working).
The Pension Administration Client Management teams are the prime responsible group for outward client facing activity, Business Development, Marketing & Bid, Proposition & Pricing, Client Onboarding, and ongoing Client Relationship Management.
As a CRM, you’ll be building, developing, and maintaining strong working relationships with a portfolio of clients, communicating with them regularly, and providing guidance and support, ensuring delivery and client satisfaction of all the administration services. As a member of the Client Management function, you will play a key role supporting function area strategic objectives through the development of a professional profile within the pensions industry, locally and nationally, and supporting the firm’s growth objectives through engagement in new business activities.
A Snapshot of Your Day
- Managing and strengthening client relationships with a portfolio of established and new clients.
- Managing client budgets and fee proposals and delivery of work within agreed costs; and using resources effectively, to prioritize and deliver client deliverables as well as internal obligations.
- Client Representation and Consultancy: Developing a deep understanding of all pension administration matters, providing pensions consultancy support, technical guidance on administration issues, and negotiating fees with clients. Reaching out to colleagues and line manager support if additional support is required within specialized areas, ensuring we are able to provide excellent consultancy services based on previous business experiences.
- Mitigating and managing complaints, leading negotiations as required.
- With the support of your line manager, identifying opportunities for service expansion and raising awareness of the firm’s wider offerings with clients, cross selling, and revenue growth, while also recognizing and mitigating emerging risks.
- Supporting business development and client retention strategies as required.
- Developing a presence and profile at industry events and play a role in promoting the firm within the pensions industry.
- Providing support to Senior CRMs to gain experience and knowledge in specialized areas.
- Hosting and leading client meetings, confident presenting reports and proposals, and solving problems with a comprehensive approach.
- Ensuring client satisfaction using MI, supporting and implementing information security procedures, and keeping clients informed of legislative changes.
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What We Are Looking For
We would love to hear from you if you have:
- Some previous client-facing experience within an organization administering pension schemes.
- Pensions administration knowledge (Defined Benefit) and an ability to act as a subject matter expert on administration issues.
- Pensions (PMI) or related business qualifications with a recognized professional body, preferably APMI / FPMI (or equivalent) is desirable, but not essential.
- Commercial awareness and understanding of budgetary control.
- Excellent communication skills and ability to be an effective team player.
- Ability and confidence to host meetings and present to larger audiences.
- High level of professionalism.
- Self-motivation with diplomatic/interpersonal skills – to achieve the best outcomes.
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What’s in it for You
- Competitive discretionary annual bonus.
- Generous pension scheme where we contribute 8% of your salary from day one of your employment.
- Core benefits paid for by BW including life assurance, group income protection, private medical cover, and 25 days holiday per year with holiday trading.
- Employee Assistance Programme to support you and your family through any concerns or challenges you may experience.
- A comprehensive range of voluntary benefits to suit you (and your family) including an electric car leasing scheme, tech scheme, cycle to work scheme, dental cover, healthcare cash plan, health assessments, critical illness cover, extension of private medical cover or life assurance to family members, Sports Allowance – we pay up to 50% of your gym/sports membership (up to 50 pm), travel insurance, paid volunteering, and a broad range of discounts at hundreds of retailers including supermarkets, fitness centres, travel, and leisure companies.
For a full list of benefits, please click here.
Accessibility
We are a Disability Confident Employer. If you require reasonable adjustments or want more information on accessibility, please click here.
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For more about us and other Careers at BW, please click here.
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We kindly ask recruitment agencies to not send speculative CVs. Should we need assistance, we will reach out. All enquiries should be directed to careers@barnettwaddingham.com.
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