Client Relationship Coordinator

Marsh McLennan; Manchester; Hybrid; GBP 30,000 - 40,000; Full time

Job summary

Join a leading company as a Client Relationship Coordinator, managing a portfolio of pension clients. This hybrid role involves maintaining client relationships, guiding them through services, and ensuring high-quality support. Ideal for individuals with strong communication and organizational skills, committed to delivering exceptional client service.

Benefits

Professional growth opportunities

Supportive leadership

Vibrant and inclusive culture

Qualifications

• Previous experience in client relationship management.
• Ability to work independently and as part of a team.

Responsibilities

• Manage a portfolio of Pension clients and maintain relationships.
• Guide clients through the sales process and handle queries.
• Engage proactively with clients and conduct annual renewal calls.

Skills

Organizational Skills

Communication Skills

Attention to Detail

Job description

Client Relationship Coordinator – Mercer Marsh Benefits (MMB) - Manchester, Edinburgh or Bristol

• Mercer Marsh Benefits (MMB) is part of the Marsh McLennan family, bringing together a broad spectrum of expertise to help clients navigate the complex world of people risks, cost management, and employee benefits.

• MMB is a global leader in the health and benefits marketplace. Operating in 135 countries, our team of specialists design benefits solutions that meet the needs of businesses and their people, drawing from global intelligence and adapting that experience to local markets.

As a Client Relationship Coordinator in our Pension Retention team, you will be responsible for the day-to-day management of a portfolio containing a significant number of clients.

You will be the main point of contact regarding Mercer services, maintaining relationships with clients and coordinating services from specialists within the business.

This is a hybrid role requiring at least three days a week in the office.

We will count on you to:

• Learn the basics of the Pension provider products, services, and tools within Mercer Elect, including participating in training courses, online learning, or learning from experienced colleagues.
• Take ownership of a portfolio of Pension clients aligned with the Mercer Elect proposition.
• Guide clients through the entire sales process, from onboarding and implementation to handling ad hoc employer queries.
• Engage proactively with your clients, conduct annual renewal calls, and facilitate mid-year review meetings.
• Generate leads for other parts of the business within your existing client bank and pass these to relevant teams.
• Assist the consulting team in gathering, organizing, entering, and analyzing data for client projects.
• Follow up with clients regarding missing or inaccurate information and annual updates.
• Ensure all client files contain the most recent correspondence and information.

What you need to have:

• Previous experience in client relationship management
• Excellent organizational and prioritization skills
• Strong attention to detail and visual accuracy
• Effective written and verbal communication skills, confident in liaising face-to-face and via Zoom
• A logical approach to work
• Ability to work independently and as part of a team
• Enthusiastic, motivated, and committed to high-quality client service

What makes you stand out:

• Knowledge or experience with DC/SIPP Pensions

Why join our team:

• We support your development through professional growth opportunities, engaging work, and supportive leadership.
• We promote a vibrant and inclusive culture where you can collaborate with talented colleagues to create innovative solutions and make an impact.
• Our scale offers diverse career opportunities, along with benefits and rewards that enhance your well-being.