Lead Client Relationships – Retirement & Savings

Itchyfeet Recruitment Agency; United Kingdom; On-site; GBP 65,000 - 90,000; Full time

Job summary

Itchyfeet Recruitment Agency in Guernsey is seeking a Retirement & Savings Client Relationship Team Lead to lead a dedicated portfolio of clients, brokers and internal stakeholders, delivering superior service and ensuring retention. You will coach the team, streamline processes and drive continual improvement in client outcomes.

The role requires leadership experience in insurance, retirement or savings products, excellent communication and problem-solving skills, and a collaborative approach

Qualifications

• Proven experience in a leadership role, particularly in client relationship management.
• Strong background in insurance, retirement, or savings products is preferred.
• Excellent communication and problem-solving skills.
• Flexibility and adaptability to meet client and business needs.
• Proficient in Microsoft Word, Excel, and Outlook.
• Well-organised with the ability to manage time effectively and meet deadlines.
• Commitment to maintaining a positive and ethical work climate conducive to staff motivation and retention.

Responsibilities

• Lead the management of the Retirement and Savings client portfolio ensuring high levels of customer service.
• Build and maintain relationships with clients and brokers, responding to queries in a timely manner.
• Process various administration tasks for corporate and individual policies accurately and efficiently.
• Monitor outstanding debts over 45 days, ensuring prompt resolution.
• Encourage the use of online service centres and ensure client documentation is up to date and accurate.
• Develop a customer-centric approach within the team.
• Coordinate and maintain necessary Client Due Diligence (CDD) documentation.
• Ensure adherence to Key Performance Indicators (KPIs) related to debt monitoring and response times for client queries.
• Participate in projects and assist with any system development and testing when required.

Skills

Leadership

CRM leadership

Communication

Problem-solving

Adaptability

MS Office

Job description

Itchyfeet Recruitment Agency in Guernsey is seeking a Retirement & Savings Client Relationship Team Lead to lead a dedicated portfolio of clients, brokers and internal stakeholders, delivering superior service and ensuring retention. You will coach the team, streamline processes and drive continual improvement in client outcomes.

The role requires leadership experience in insurance, retirement or savings products, excellent communication and problem-solving skills, and a collaborative approach