Contract and Relationship Manager

equiniti; Crawley; On-site; GBP 42,000 - 65,000; Full time

Benefits offered by this job

Pension plan

Wellbeing support

Life assurance

Job summary

EQ Retirement Solutions, part of Equiniti, is seeking a Relationship Manager to deliver exceptional service as the primary day-to-day contact for clients.

You will coordinate activity across internal teams, support financial processes such as invoicing and debt management, and help identify opportunities to achieve client and business targets while maintaining accurate client documentation.

Qualifications

• Experience in a client facing role with relationship management.
• Exceptional attention to detail and thorough planning.
• Proven ability to deliver excellence with high client expectations.
• Experience in a matrix product structure would be advantageous.

Responsibilities

• Act as the primary day-to-day contact for clients regarding administrative services and BAU delivery.
• Monitor BAU performance and ensure service requirements are met.
• Escalate client issues to the Client Director or Head of Client as appropriate.
• Work with internal teams to produce reports on BAU and administrative performance.
• Maintain a central repository of all client documentation, accurate and accessible.
• Arrange and attend operational client meetings, document actions, and maintain an actions log.
• Support financial targets by identifying opportunities and helping ensure margin.
• Manage invoicing and debt management; involve Client Director for contract renewals.
• Maintain and update Client Account Plans reflecting activity, opportunities and risks.
• Follow up on aged debt and arrange timely payment with clients.
• Use monitoring tools including Power BI to track service positions.

Skills

Client relationship management

Attention to detail

Communication skills

Reporting and analytics

Microsoft Office

Tools

Power BI

MS Office

Job description

Management Level

F

EQ Retirement Solutions is transforming the retirement and pensions markets with leading administration and technology solutions. With over 1200 employees globally, 189 years of knowledge and 11 million pension scheme members and policyholders, we are here to help people plan for a confident financial future by delivering innovative, reliable and customer‑focused retirement services. Our teams are driven by a shared commitment to excellence, collaboration and making a real impact to the lives of our clients and customers.

Role Summary

As a Relationship Manager at EQ Retirement Solutions, you will play a pivotal role in delivering exceptional service to our clients by acting as their primary day‑to‑day contact for administrative and BAU service delivery. You will ensure a seamless client experience by coordinating activity across internal teams, resolving issues promptly, and maintaining accurate and accessible client documentation. Working closely with Client Directors, you will support financial processes such as invoicing, debt management, and contract renewals, while also helping to identify opportunities that contribute to the achievement of client and business targets.

In this role, you will use performance monitoring tools to track service delivery, manage client requests, and ensure actions are completed in line with contractual, regulatory, and business requirements. This is an excellent opportunity for someone who thrives in a client‑facing environment, enjoys building strong working relationships, and is committed to delivering high‑quality outcomes.

Core Duties/Responsibilities

• Act as the primary day‑to‑day contact for clients regarding administrative services and the monitoring of BAU service delivery.
• Monitor BAU performance and ensure service requirements are consistently met.
• Escalate client issues to the Client Director or Head of Client as appropriate.
• Work with relevant internal teams to produce reports on BAU and administrative service performance.
• Maintain a central repository of all client documentation, ensuring it is accurate, up‑to‑date, and accessible to the client team.
• Arrange and attend operational client meetings, document actions clearly, and maintain an accurate actions log.
• Contribute to financial client targets by supporting the identification of opportunities and helping ensure margin is achieved.
• Manage the issue and sign‑off of invoices for BAU and project work, involving the Client Director when required.
• Maintain and update Client Account Plans to reflect current activity, opportunities, and risks.
• Follow up on aged debt and work directly with clients to arrange timely payment.
• Support the Client Director with contract renewals and related documentation.
• Use client contracts to monitor contractual delivery and identify requests that fall outside contracted service requirements.
• Use monitoring tools, including Power BI, to track service positions and ensure appropriate actions are taken.
• Raise additional client requests outside of plan through the agreed front‑door process and work with internal teams to ensure these work requests are completed.
• Maintain a strong working knowledge of scheme details and administrative processes to effectively support client needs.
• Ensure all client communication regarding breaches is managed in line with legislative and business requirements.

The duties and responsibilities outlined above are to be regarded as broad areas of responsibility and do not necessarily detail all tasks which the post holder may be required to perform.

Skills, Capabilities and Attributes

• Previous experience in a client facing role with experience of effective relationship management
• Exceptional attention to detail and a thorough approach to planning and implementation
• Proven experience of delivering excellence in response to high client expectations
• Experience of successfully working in a matrix product structure would be advantageous.
• Proactive and highly motivated
• Very high degree of personal integrity
• Strong attention to details and organisation skills
• Strong internal and external communication skills, verbal and written.
• Flexible attitude and willingness to adapt with the business.
• Excellent IT skills, especially knowledge of core Microsoft Office applications
• Ability to organise own work, planning and time management.
• Ability to work calmly under pressure and prioritising and delivering to tight timeframes.

What We Offer

• Save For Your Future - Equiniti Pension Plan; Equiniti matches your pension contributions up to 10%
• Health and Wellbeing - Employee Assistance Programme: counselling, legal & wellbeing support for colleagues and their households. Life assurance cover at 4x salary with the ability to purchase enhance cover.
• Employee discounts - Discounts and cashback at your favour