Client Relationship Manager

Barnett Waddingham; Greater London; Hybrid; GBP 40,000 - 60,000; Full time

Benefits offered by this job

Competitive discretionary annual bonus

Generous pension scheme (8% contribution)

Private medical cover

25 days holiday per year

Employee Assistance Programme

Gym/sports membership allowance

Job summary

Barnett Waddingham is offering a permanent position for a Client Relationship Manager in its Pension Administration business area. This role can be performed from any of our UK offices with a hybrid working arrangement.

The successful candidate will manage and develop strong relationships with clients, provide guidance and support, and contribute to business growth through effective client management and strategic objectives.

Ideal applicants should have client-facing experience and pensions administration knowledge, accompanied by strong communication and commercial awareness.

Qualifications

• Previous client facing experience within pension schemes.
• Ability to act as a subject matter expert on administration issues.
• High level of professionalism and self-motivation.

Responsibilities

• Manage and strengthen client relationships with a portfolio of clients.
• Develop consultancy support and technical guidance on administration.
• Identify opportunities for service expansion and cross-selling.

Skills

Client facing experience

Pensions administration knowledge (Defined Benefit)

Excellent communication skills

Commercial awareness

Self-motivation

Ability to host meetings

Education

Pensions (PMI) or related business qualifications

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.

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.

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 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.

Required skills and experience

• 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.

Benefits

• 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.

Accessibility

We are a Disability Confident Employer. If you require reasonable adjustments or want more information on accessibility, please let us know.