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Iris Recruitment; Leeds; On-site; GBP 30,000 - 42,000; Full time

Benefits offered by this job

Vitality Health Insurance

Employee Assistance Programme

30 days holiday + bank holidays

Fully funded professional development

Critical Illness Cover

Leeds city centre location

Cycle to work

Life Assurance 6x salary

Gym discounts

Onsite gym

Job summary

Border to Coast is seeking an Assistant Customer Relationship Manager to support the Head of CRM and manage relationships with Partner Funds. The role focuses on delivering high-quality customer experiences and ensuring data accuracy in the CRM system.

You will collaborate with Investment and Operations teams to respond to requests, provide updates, and assist with reporting while developing stakeholder engagement across the organisation.

Qualifications

• Experience in a customer-related role within asset management, investment consulting, pensions or financial services.
• Excellent interpersonal and communication skills and ability to build internal and external stakeholder relationships.
• Strong organisational and time management skills with the ability to balance multiple requests and priorities.

Responsibilities

• Provide support to Customer Relationship Managers in day-to-day management of customers and long-term relationships.
• Work with Investment and Operations colleagues to respond to customer requests and track progress for reporting.
• Support production and delivery of portfolio updates for customers.
• Maintain the CRM system and ensure a single source of customer data and interactions.
• Coordinate and draft regular updates to Partner Funds covering investments topics.
• Assist with internal and external reporting and ensure alignment with customer agreements and procedures.

Skills

Customer relationships

Interpersonal skills

Stakeholder management

MS Office

Education

Experience in asset management/financial services

Tools

Microsoft Office

Job description

Full time (we welcome flexible working discussions)

An opportunity to make a difference

At Border to Coast our purpose is to make a difference and we’re looking for an Assistant Customer Relationship Manager to join our award-winning team.

As a customer-owned and customer-focused organisation, integrity is one of our values, as is our collaborative and sustainable approach. Our focus is to secure the pensions of over a million people who have provided valuable service to their communities and society. We’re the largest UK asset manager outside London or Edinburgh, and we provide innovative investments that deliver sustainable returns over the long term.

As an Assistant Customer Relationship Manager, you will be supporting the Head of Customer Relationship Management and Customer Relationship Managers in the management of relationships with our Partner Funds and the development of our partnership.

The Customer Relationship Management (CRM) team is responsible for building trusted, collaborative and sustainable relationships with our Partner Funds, ensuring their needs and priorities remain at the heart of our decision-making. As an Assistant Customer Relationship Manager, you will be integral in continually evolving strategic, regulatory and political environment. The Customer Relationship team delivers a high-quality customer experience, supports effective oversight through transparent engagement and information sharing, and champions customer-focused collaboration by ensuring Partner Fund perspectives are represented internally and reflected in the solutions and services we develop.

The role – what you’ll be doing

• Provide support to our Customer Relationship Managers in the day-to-day management of our Customers as they work to develop long-term trusted customer relationships.
• Work with Investment and Operations colleagues to respond to Customer requests in a timely and efficient manner, tracking the progress of requests for the purposes of internal reporting.
• Support the production and delivery of portfolio and Border to Coast updates for our Customers.
• Support the maintenance of our CRM system, ensuring a single source of customer data and interactions that the organisation can draw upon when required.
• Work with Customer Relationship Managers to ensure Customer feedback is shared across the organisation and acted on.
• Coordinate and draft regular updates to our Partner Funds covering a range of investments topics.
• Support in the management of stakeholders throughout the launch process of new funds, including attendance and support at Customer workshops.
• Support the delivery of internal and external reporting, working with other parts of the organisation to collate inputs.
• Ensure that the service provided to Customers is in line with customer agreements and internal procedures.
• Follow processes, procedures, regulatory requirements and effective record keeping and give due consideration to risk and capital management.
• Assist with the production of internal management information.
• Identify risks in own area of responsibility, recognise risks in all areas of the business and notify any such risks to your People Manager and the Operational Risk Manager

About you - and the value you’ll bring to our team

• Experience in a customer-related role within asset management, investment consulting, pensions or financial services.
• Excellent interpersonal and communication skills and ability to build internal and external stakeholder relationships.
• Strong organisational and time management skills, with the ability to balance multiple customer requests, projects and priorities.
• An ability to independently consider and suggest approaches to solving problems to ensure customer queries are resolved.
• High levels of integrity, professionalism and personal accountability.
• Strong IT skills and confidence using Microsoft Office applications.

Why join Border to Coast?

• Vitality Health Insurance for all employees
• Employee Assistance Programme
• A generous holiday allowance of 30 days a year, plus bank holidays
• Professional Development including the opportunity to gain fully funded qualifications (e.g. IMC)
• Critical Illness Cover
• Stunning Leeds city centre location only a short walk to the train station
• Cycle to work scheme
• Life Assurance of 6 times of salary
• Range of discounts for Leeds gyms, shops and restaurants
• Onsite gym

There’s also more information about pay and reward, careers at Border to Coast and how we work on our website Careers - Border To Coast - Work With Us

We welcome applications from people of all experience levels and backgrounds and value diversity of thought. We are committed to creating an inclusive and engaging workplace, ensuring that colleagues maintain a work life balance. We encourage colleagues to progress, be themselves and be their best through both personal and professional development.

If you have a disability, or if you have a condition that you believe may affect your performance during our selection process, we would be happy to discuss making reasonable adjustments to our processes for you.

We’re looking for people with the right values, behaviours, skills and experiences and if you meet some of the role’s criteria and are interested in finding out more about Border to Coast and the team, we’d love to hear from you.