Client Relationship Manager

XPS Pensions; London; Hybrid; GBP 40,000 - 70,000; Full time

Job summary

XPS Group seeks a Client Relationship Manager for pensions, offering a full-time role in London or other XPS office locations. This position involves enhancing client relationships and overseeing a dedicated administration team, ensuring compliance and satisfaction in service delivery. Candidates should have substantial experience in pensions administration, project management capabilities, and strong communication skills. Enjoy a competitive salary, a discretionary bonus, and comprehensive employee benefits, including flexible working arrangements.

Benefits

Pension matching

Healthcare plans

Life assurance

Retailer discounts

Flexible benefits scheme

Employee assistance program

Digital GP service

Paid volunteer days

Referral bonuses

Qualifications

• Minimum 5 years' experience in pensions administration.
• Experience in Defined Benefits (DB) and Defined Contribution (DC) schemes.
• Knowledge of pensions legislation and taxation.

Responsibilities

• Ensure delivery of client work to meet deadlines.
• Manage client relationships and complex queries.
• Prepare and participate in trustee meetings.

Skills

Client Relationship Management

Technical Knowledge of Pensions

Effective Communication

Project Management

Education

A Level or Degree

Strong Maths and English GCSE

Tools

Microsoft Word

Microsoft Excel

Microsoft Outlook

Microsoft PowerPoint

Job description

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Client Relationship Manager- Pensions

Location: London or any of our XPS office locations

Employment Type: Permanent, Full Time

Grade: Consutlant

Hybrid

About XPS Group:

XPS Group is a prominent UK consultancy and administration firm within the pensions and insurance sectors. As a FTSE 250 company with over 2000 employees, we leverage expertise alongside advanced technology to serve over 1,400 pension schemes and their sponsors. Our goal is to foster a workplace where diverse talents thrive.

About the Role:

We are seeking a CRM Associate to assist in providing an effective and efficient pensions administration service to XPS Administration clients, supporting Client Relationship Managers, the administration teams and actively contributing to the overall objectives of the Company. The Client Relationship Manager Associate will be responsible for helping to develop the overall relationship with the client from an administrative perspective and maintaining high levels of satisfaction with the service from both the client and members alike.

The Client Relationship Manager Associate will play a key part in the overall success of the Company and will be required to assist in leading for administration in both joint service and administration only new business tenders and presentations.

Key Responsibilities:

• Ensuring the efficient and effective delivery of client work to agreed deadlines to comply with legislative and clients' requirements.
• Assisting with day-to-day management of client relationships with trustees, scheme members and corporate clients.
• Preparing for and where appropriate participating in trustee meetings.
• Managing complex pensions queries and pensions consultative advice.
• Assisting with management of ad-hoc projects and exercises, e.g. scheme closure, data audit reports, liability reduction exercises. Ensuring projects are fully monitored and completed in line with customer and legislation requirements.
• Monitoring on-going procedural developments and implementing changes to procedures where required.
• Contributing to technical sub-committees (TSC) and technical administration discussions.
• Assisting in managing the administration billing process.
• Keeping abreast of technical and legislative developments within the pensions industry.
• Working closely with other departments / teams both internal and external to the Company in order to provide a total service to our clients. E.g. Pensions Accounts, Payroll, Administration Support and ITM (3rd party IT software provider).
• Assisting in the management of new business tenders and presentations.
• Due to the changing nature of the business, you may from time to time be required to undertake other activities of a similar nature that fall within your capabilities.

Job Requirements:

• This role is likely to appeal to individuals with a minimum of 5 years' experience working within the admin business of a third-party administrator. The role requires a combination of strong technical skills and experience of managing client relationships.
• You must be able to demonstrate a thorough knowledge of pension administration activities and the ability to apply this knowledge to any scheme.
• Experience of Defined Benefits (DB) and / or Defined Contribution (DC) schemes is required.
• You must be able to demonstrate a very wide knowledge of the various key areas of pensions legislation including pensions taxation, contracting out and preservation.
• Proven experience of handling complex member queries and calculations is essential.
• Previous presentational experience is required to assist in leading client meetings and new business presentations.
• Previous project management experience would be required to assist in leading pension administration project-based work.
• IT proficient, in particular Microsoft Word, Excel, Outlook & PowerPoint.
• Confident communicator, able to communicate effectively, professionally and concisely in writing, face to face and/or over the telephone.

Preferred Qualifications:

• Educated to a minimum of A Level or Degree or equivalent standard.
• Ideally a minimum of three C grades or above at A Level or equivalent qualification.
• Strong Maths and English GCSE or equivalent qualification - minimum grade B.
• Part APMI (or deemed 'qualified by experience').

What We Offer:

Useful links:

https://www.xpsgroup.com/careers/our-people-approach/

https://www.xpsgroup.com/careers/life-xps/

Enjoy a competitive salary, annual discretionary bonus, and 25 days' holiday with buy/sell flexibility. Benefits include pension matching, healthcare plans, life assurance, and retailer discounts. We support our team with a flexible benefits scheme, employee assistance, and digital GP service. Participating in volunteering events is encouraged with paid volunteer days available. Referral bonuses are offered for introducing suitable candidates to XPS.

How to Apply:

Interested candidates should submit applications below or contact [e-mail]. Join XPS Group and contribute to a dynamic and inclusive workplace.

Equal Opportunity Statement:

XPS Group is committed to diversity and equal opportunities. We welcome applications from all candidates, irrespective of sex, race, disability, sexual orientation, religion, or belief. As a Disability Confident employer, we ensure accessible and supportive work settings for all employees.

Eligibility:

Any employment offer made will be conditional upon you satisfying DBS Disclosure checks, Employment or educational references, Satisfactory credit checks and eligibility to work in the UK before an offer can be made. XPS Group is not able to provide sponsorship to employees.

Who are we:

To find out more please visit: www.xpsgroup.com