Isio
Client Relationship Manager Assistant
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Role Overview
In this role you will work closely with the National Client Relationship Managers (CRM) to help build and maintain strong relationships with our clients to ensure satisfaction, retention, and loyalty, ultimately contributing to business success. You will help understand client needs, provide support, and address concerns, acting as the first point of contact on behalf of the Client Relationship Manager. The CRM Assistant will also collaborate proactively with a range of internal stakeholders to manage activities and outcomes to achieve stakeholder objectives.
This role can be based in any of our city centre locations with a hybrid workstyle.
Key Responsibilities
- Support proactive and successful leadership to a portfolio of admin-only clients.
- Manage the day-to-day client management activities and interactions, on behalf of the CRM.
- Communicate and collaborate effectively with colleagues and stakeholders at varying levels.
- Use a range of communication mediums to meet internal and external needs.
- Support new client propositions and existing client improvement opportunities.
- Support transformation, installation and solutions implementation.
- Produce a variety of reports and presentations across a range of pensions administration and technology services and outcomes.
- Coordinate CRM events and activities, including appointments, minutes, actions and reporting.
- Carry out client billing activities, including invoicing, work-in-progress and credit activities, where necessary.
- Support and maintain effective risk management and governance frameworks.
- Foster rapport and trusting partnerships with stakeholders.
- Offer technical advice and support to colleagues and external stakeholders.
- Collect, analyse and report data and MI to strengthen decision making outcomes.
- Provide project and operational management support to colleagues to enable client outcomes and meet expectations.
- Develop knowledge of Isio services, brand and opportunities to help advocate to new and existing stakeholders.
- Maintain and produce portfolio management information, commercial reporting and accounts.
- Act as a liaison between the CRM and internal colleagues and departments.
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What We’re Looking For
- Evidential experience in a client facing support role previously.
- Understanding of third-party pensions administration and pensions administration stakeholder needs.
- Technical knowledge of pensions administration and current market challenges/opportunities.
- Proven track record of effective organisation and planning, on behalf of senior stakeholders.
- Strong organisational and attention to detail skills, with the ability to work in fast paced dynamic environments.
- Ability to demonstrate emotional intelligence, effective communication and negotiation skills on behalf of senior management.
- Proactive, solutions oriented when handling various conflicting priorities and workloads.
- Experience of working collaboratively with a range of stakeholders to meet goals and objectives.
- Various presentation production and communication methods.
- Prioritisation and effective time management experience.
- Strong interpersonal skills and evidence of building long-standing relations with various stakeholders.
- Effective risk management and governance.
- Willing and able to travel to various office and stakeholder sites, as required.
What We Offer
A competitive salary and market leading bonus scheme with stretch targets for high performance
Study support to help you achieve professional qualifications, with salary increases for exam passes.
Why Join Isio
Isio is a fast-growing professional services business, that offers career development through an evolving client base, diverse and meaningful work, nationwide opportunities, and a culture that rewards high performance and accountability.
We hold ourselves to the highest standards and our values guide how we advise our clients, how we operate as a business and how we work together as a team. We call it the Isio Attitude. We encourage our people to be bold, to communicate with conviction, and to deliver advice that matters.
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Here, growth brings opportunity - more responsibility, more clients, and work that stretches and develops you. We invest in training and development so you can expand your skills and explore different career paths across diverse markets to make your mark. Isio is a place to realise your potential and build a career with impact. You can find out more about Isio and the benefits we offer on our career's website Isio - Careers & Benefits.
About Isio
A progressive advisory firm, partnering with clients of all sizes to deliver expertise in pensions, employee benefits and wealth advisory services.
Working with pension trustees, employers, individuals, families and their offices, we are supported by talented colleagues across 10 UK offices. With a Big 4 heritage we combine a strong focus on quality with a fresh perspective challenging traditional thinking.
Our culture shapes our work; we foster a supportive environment where we develop our people to grow and fulfil their potential. We invest in our services, products and technology, and provide clear, expert solutions for our clients. This brings clarity, confidence, and better outcomes for everyone.
At Isio, we are committed to fostering an inclusive, equitable and diverse workplace, in which our colleagues feel they belong, regardless of background or difference. We uphold the values of respect, fairness, and inclusion in our actions and decisions. We believe that by adhering to these principles, we will create a stronger, more innovative, and supportive environment for all, as well as ensuring that the advice and support we provide to our clients is more creative, more insightful and leaves a lasting impact.
We can offer a hybrid, flexible approach to work, supporting a work-life balance that works for you. Isio Group is an equal opportunities employer, and we welcome applications from all suitably qualified candidates.
If you think you may require a reasonable adjustment to be made for any reason at any stage of your recruitment process, please ask us hrrecruitment@ISIO.com
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