Client Relationship Manager

Barnett Waddingham; Birmingham; Hybrid; GBP 42,000 - 62,000; Full time

Benefits offered by this job

Bonus

Life Assurance

Income Protection

Private Medical Insurance

Pension Scheme

Annual Leave

Flexible Benefits

Career Development

Job summary

Barnett Waddingham is seeking a permanent Client Relationship Manager to join our Pension Administration team, based from our UK offices with hybrid working. You will build and maintain strong relationships with a portfolio of clients, manage budgets and fee proposals, and provide pensions consultancy guidance, ensuring delivery and client satisfaction.

If you have client facing experience in pensions administration and the ability to host meetings and present to larger audiences, we would love

Qualifications

• Experience in client-facing pension administration.
• Knowledge of Defined Benefit pensions preferred.
• PMI/FPMI qualification desirable but not essential.

Responsibilities

• Build and maintain strong relationships with a portfolio of clients in pension administration.
• Manage client budgets and fee proposals and delivery of work within agreed costs.
• Provide pensions consultancy and technical guidance on administration issues.
• Host and lead client meetings, present reports and proposals.
• Support client retention and cross-sell wider services with a proactive approach.

Skills

Client facing experience

Pensions knowledge

PMI/FPMI desirable

Commercial awareness

Strong communication

Meeting leadership

Professionalism

Self-motivation

Education

PMI/FPMI qualification

Job description

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. Perhaps you're a Senior Pension Administrator or Specialist with client contact experience, looking for the next step in your career? Or you're already an experienced CRM looking for a company that offers further growth and development? 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 and 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. 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 prioritise 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 specialised 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 recognising 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 specialised 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.

We would love to hear from you if you have:

• Some previous client facing experience within an organisation 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 recognised 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.

What's in it for you:

• Competitive discretionary annual bonus.
• Core benefits including life assurance of four times salary, income protection of 75% of salary for up to five years, and single private medical insurance cover.
• A generous pension scheme with 5% employee contributions matched by a 10% employer contribution.
• 25 days' annual leave, increasing to 27 days after five years' service.
• Access to the Howden flexible benefits programme, offering a wide range of benefits and discounts to support your wellbeing, family life and lifestyle.
• The opportunity to be part of a growing global business where career development, collaboration and innovation are encouraged.

We kindly ask recruitment agencies to not send speculative CVs. Should we need assistance, we will reach out. All enquiries should be directed to