Client Relationship Administrator/Executive

Our client is recruiting a Client Relationship Administrator/Executive for Group Pension Schemes to report to the Manager CRM

Our client is recruiting a Client Relationship Administrator/Executive for Group Pension Schemes to report to the Manager CRM

Job Description:

Responsible for managing client relationships and ensuring that corporate pension funds are administered effectively.

This role involves supporting corporate clients with the setup, management, and communication of their pension fund offerings to employees, ensuring compliance with regulations, and addressing client inquiries or concerns.

Key Responsibilities:

Client Relationship Management:

• Act as the main point of contact for corporate clients, ensuring high levels of client satisfaction.
• Develop and maintain long-term relationships with corporate clients by understanding their needs and ensuring the efficient administration of their pension fund.
• Provide strategic support to clients, guiding them in optimizing their pension fund options and benefits.

Client Reporting and Communication

• Prepare & deliver presentations to Employers, Board of Trustees & members of schemes
• Prepare regular performance reports and fund summaries for clients, offering insights into fund performance, contributions, and other relevant data.
• Communicate scheme changes, pension legislation updates, and important fund-related information to clients in a clear and timely manner.
• Address client queries and provide updates on the status of their pension fund, ensuring they understand their obligations and options.

Issue Resolution

• Investigate and resolve any issues or discrepancies regarding pension fund management, contributions, or benefits.
• Work with the different internal teams and other service providers/stakeholders to ensure that client issues are addressed promptly and effectively.

Client Education and Support

• Educate clients on the features and benefits of the pension fund, assisting in employee communications and engagement initiatives.
• Provide training or resources to clients about the pension fund structure, reporting systems, and any relevant regulatory changes.

Strategic Input and Value-Add:

• Identify opportunities to enhance clients' pension schemes by suggesting new plan features, investment options.
• Collaborate with clients to ensure their pension fund aligns with their overall corporate goals and employee benefits strategy.

Technology and System Management

• Utilize pension management software or systems to monitor and manage pension fund data accurately.
• Ensure smooth integration of systems and platforms used by the client for pension fund administration and reporting.

Key Skills and Qualifications:

• Education: A degree in business, finance, actuarial, investment or a related field is typically preferred. Relevant qualifications in pensions or financial services (e.g., PMI, CII certifications) are beneficial.

• Experience: Experience in pension fund administration, client relationship management, or financial services, ideally in the corporate pension or employee benefits sector.

Skills: 

• Strong communication and interpersonal skills for building and maintaining relationships with clients.
• Strong understanding of pension fund structures (DB, DC, Hybrid), investment options, and regulatory requirements.
• Ability to prepare reports for sponsoring employers and trustees and present same.
• Proficient in Microsoft Office and pension administration software.
• High attention to detail and accuracy in managing data.

Key Attributes:

• Client-focused: Dedicated to providing excellent service and ensuring that clients' needs and expectations are met.
• Analytical: Ability to interpret and analyze pension fund data & performance, identifying opportunities for improvement or optimization.
• Problem Solver: Able to address client concerns and resolve issues in a timely and effective manner.
• Proactive: Anticipates client needs and responds with solutions before problems arise.
• Team-oriented: Works well with internal teams to ensure smooth pension fund administration and client satisfaction.

Proactive reserves the right:

To call only the shortlisted candidates for interview.

Not to make any appointment following this advertisement nor to assign any reason whatsoever for accepting or rejecting any candidate.