Assistant Customer Relationship Manager

Border to Coast; Leeds; Hybrid; GBP 32,000 - 42,000; Full time

Benefits offered by this job

Vitality Health Insurance

Employee Assistance Programme

30 days holiday

Professional Development including the

Critical Illness Cover

Pension scheme

Job summary

Border to Coast in Leeds is seeking an Assistant Customer Relationship Manager to join our award-winning team. This permanent, full-time role (37.5 hours) offers hybrid working with three days in the Leeds office and the rest remote, and focuses on developing trusted relationships with customers and funds.

You will support Customer Relationship Managers, respond to requests, maintain our CRM, prepare updates for partners, and help ensure accurate reporting and risk management.

Qualifications

• Experience in a customer-related role within asset management, pensions or financial services.
• Excellent interpersonal and communication skills and ability to build internal and external stakeholder relationships.
• Strong organisational and time management skills, with the ability to balance multiple customer requests, projects and priorities.
• An ability to independently consider and suggest approaches to solving problems to ensure customer queries are resolved.
• High levels of integrity, professionalism and personal accountability.
• Strong IT skills and confidence using Microsoft Office applications.

Responsibilities

• Provide support to our Customer Relationship Managers in the day-to-day management of our Customers as they work to develop long-term trusted customer relationships.
• Work with Investment and Operations colleagues to respond to Customer requests in a timely and efficient manner, tracking the progress of requests for the purposes of internal reporting.
• Support the production and delivery of portfolio and Border to Coast updates for our Customers.
• Support the maintenance of our CRM system, ensuring a single source of customer data and interactions that the organisation can draw upon when required.
• Work with Customer Relationship Managers to ensure Customer feedback is shared across the organisation and acted on.
• Coordinate and draft regular updates to our Partner Funds covering a range of investments topics.
• Support in the management of stakeholders throughout the launch process of new funds, including attendance and support at Customer workshops.
• Support the delivery of internal and external reporting, working with other parts of the organisation to collate inputs.
• Ensure that the service provided to Customers is in line with customer agreements and internal procedures.
• Follow processes, procedures, regulatory requirements and effective record keeping and give due consideration to risk and capital management.
• Assist with the production of internal management information.
• Identify risks in own area of responsibility, recognise risks in all areas of the business and notify any such risks to your People Manager and the Operational Risk Manager

Skills

Customer service

Interpersonal skills

Time management

Problem solving

IT skills

Tools

Microsoft Office

Job description

Leeds - 3 days office

Permanent : 37.5 hour per week

Full time (we welcome flexible working discussions)

An opportunity to make a difference

At Border to Coast our purpose is to make a difference and we're looking for an Assistant Customer Relationship Manager to join our award-winning team.

As a customer-owned and customer-focused organisation, integrity is one of our values, as is our collaborative and sustainable approach. Our focus is to secure the pensions of over a million people who have provided valuable service to their communities and society. We're the largest UK asset manager outside London or Edinburgh, and we provide innovative investments that deliver sustainable returns over the long term.

The role - what you'll be doing

As an Assistant Customer Relationship Manager your role is hugely important and will include:

• Provide support to our Customer Relationship Managers in the day-to-day management of our Customers as they work to develop long-term trusted customer relationships.
• Work with Investment and Operations colleagues to respond to Customer requests in a timely and efficient manner, tracking the progress of requests for the purposes of internal reporting.
• Support the production and delivery of portfolio and Border to Coast updates for our Customers.
• Support the maintenance of our CRM system, ensuring a single source of customer data and interactions that the organisation can draw upon when required.
• Work with Customer Relationship Managers to ensure Customer feedback is shared across the organisation and acted on.
• Coordinate and draft regular updates to our Partner Funds covering a range of investments topics.
• Support in the management of stakeholders throughout the launch process of new funds, including attendance and support at Customer workshops.
• Support the delivery of internal and external reporting, working with other parts of the organisation to collate inputs.
• Ensure that the service provided to Customers is in line with customer agreements and internal procedures.
• Follow processes, procedures, regulatory requirements and effective record keeping and give due consideration to risk and capital management.
• Assist with the production of internal management information.
• Identify risks in own area of responsibility, recognise risks in all areas of the business and notify any such risks to your People Manager and the Operational Risk Manager

About you - and the value you'll bring to our team

This is the perfect opportunity for someone who is looking to further develop their career within investments, pensions and relationship management. You should have strong interpersonal, communication and presentation skills as well as the ability to develop and maintain strong internal and customer relationships. You will have strong skills in time management, attention to detail and accuracy as well as analytical skills and the ability to understand and evaluate financial data.

Essential

• Experience in a customer-related role within asset management, investment consulting, pensions or financial services.
• Excellent interpersonal and communication skills and ability to build internal and external stakeholder relationships.
• Strong organisational and time management skills, with the ability to balance multiple customer requests, projects and priorities.
• An ability to independently consider and suggest approaches to solving problems to ensure customer queries are resolved.
• High levels of integrity, professionalism and personal accountability.
• Strong IT skills and confidence using Microsoft Office applications.

Why join Border to Coast?

• Vitality Health Insurance for all employees
• Employee Assistance Programme
• A generous holiday allowance of 30 days a year, plus bank holidays
• Professional Development including the opportunity to gain fully funded qualifications (e.g. IMC)
• Critical Illness Cover
• Pension scheme
• Stunning Leeds city centre location only a short walk to the train