Senior Client Relationship Manager

XPS Pensions; London; Hybrid; GBP 55,000 - 75,000; Full time

Job summary

XPS Pensions seeks a Senior Client Relationship Manager to enhance client relations and deliver efficient pensions administration services. The role demands high-level technical skills in pension activities and strong interpersonal abilities to maintain satisfaction among clients and scheme members. Join a dynamic team within a leading consultancy firm focused on diversity and inclusivity.

Benefits

Annual discretionary bonus

25 days' holiday with buy/sell flexibility

Pension matching

Healthcare plans

Life assurance

Retailer discounts

Paid volunteer days

Referral bonuses

Qualifications

• Minimum 10 years' experience in pensions administration.
• Experience with Defined Contributions (DC) and Defined Benefits (DB) schemes preferred.
• Confident communicator with strong presentational skills.

Responsibilities

• Manage client relationships, ensuring delivery of client work to deadlines.
• Participate in trustee meetings and manage complex queries.
• Oversee pension administration projects and compliance with legislation.

Skills

Interpersonal abilities

Client relationship management

Pension administration knowledge

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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Senior Client Relationship Manager - Pensions

Location: London or any XPS office locations

Employment Type: Permanent, Full Time

Grade: Senior Consultant

Hybrid

#li-hybrid

About XPS Group:

XPS Group is a prominent and growing 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 an experienced Senior Client Relationship Manager to provide an effective and efficient pensions administration service to XPS Administration clients, supporting the administration team's objectives and actively contributing to the overall objectives of the Company. The Client Relationship Manager will be responsible for developing 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 will play a key part in the overall success of the Company and will be required to act as the lead 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.
• 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.
• Managing 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 administration discussions.
• 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 to provide a total service to our clients. E.g. Pensions Accounts, Payroll, Administration Support.
• Managing new business tenders and presentations.

Your Profile:

• This role is likely to appeal to individuals with a minimum of 10 years' experience working within the admin business of a third-party administrator. The role requires a combination of strong technical skills and the ability to manage client relationships at a senior level.
• You must be able to demonstrate a very thorough knowledge of pension administration activities and the ability to apply this knowledge to any scheme.
• Previous CRM experience of both Defined Contributions (DC) and Defined Benefits (DB) schemes is preferred.
• You must be able to demonstrate a very wide and deep 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 lead in client meetings and new business presentations.
• Excellent interpersonal abilities, able to forge strong working relationships with colleagues and clients.
• Positive personal impact qualities such as leadership, influencing and motivating skills together with a consultative approach to the management of change.
• Meticulous attention to detail and tenacity to pursue issues to their conclusion.
• Confident communicator, able to communicate effectively, professionally and concisely in writing, face to face and/or over the telephone.
• Previous project management experience would be required to perform pension administration project-based work.
• IT proficient, in particular Microsoft Word, Excel, Outlook & PowerPoint

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
• APMI (or deemed 'qualified by experience').

What We Offer:

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 via Apply Now option or contact [e-mail] for more information. Join XPS Group and contribute to a dynamic and inclusive workplace.

Equal Opportunities 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