Strategic Client Partner - Pension Funds

Border to Coast; Leeds; Hybrid; GBP 45,000 - 65,000; Full time

Benefits offered by this job

Vitality Health Insurance

Employee Assistance Programme

30 days holiday + bank holidays

Professional Development

Pension scheme

Hybrid working

Onsite gym

Job summary

Border to Coast in Leeds seeks a Customer Relationship Manager on an 18-month fixed-term contract to manage relationships with Partner Funds and ensure a high-quality customer experience. The role sits within the Customer Relationship Management team, engaging with governance forums and coordinating with Advisory, Investments and Operations teams.

You will build strong relationships with officers and committee members, represent Border to Coast at pension committees, and help ensure timely,

Qualifications

• Experience managing customer relationships within asset management, investment consulting, pensions or financial services.
• Knowledge of UK institutional investments and the pensions marketplace.
• Excellent interpersonal, communication and presentation skills.
• Ability to communicate with groups and facilitate discussions with diverse stakeholders.
• Strong organisational and time management skills with the ability to manage multiple priorities.

Responsibilities

• Manage relationships with assigned Partner Funds, developing a strong understanding of their objectives, priorities and governance arrangements.
• Build and maintain effective relationships with officers, committee members and other key stakeholders across your assigned Partner Funds.
• Represent Border to Coast at Pension Committees, officer meetings and governance forums, providing updates and helping to support effective oversight.
• Work with colleagues across Advisory, Investments, Operations and other teams to help coordinate delivery of a high-quality Partner Fund experience.
• Support customer engagement relating to new capabilities, propositions and strategic initiatives, helping to ensure Partner Funds receive clear, timely and consistent communication.
• Coordinate and support training sessions, workshops and engagement activities for officers and committee members, drawing on subject matter experts from across Border to Coast where appropriate.
• Ensure customer queries, requests and actions are managed effectively and delivered within agreed timescales.
• Ensure Partner Fund feedback, requirements and perspectives are shared across Border to Coast and considered in service development and continuous improvement activities.
• Maintain accurate customer records and relationship information within our CRM system, ensuring a high-quality source of customer intelligence for the organisation.
• Contribute to customer events, working groups and conferences that strengthen relationships across the wider Partnership.

Skills

Asset management

Pensions

Investment consulting

Financial services

Stakeholder management

Communication skills

Presentation skills

Tools

Salesforce

Microsoft Dynamics

Job description

Border to Coast in Leeds seeks a Customer Relationship Manager on an 18-month fixed-term contract to manage relationships with Partner Funds and ensure a high-quality customer experience. The role sits within the Customer Relationship Management team, engaging with governance forums and coordinating with Advisory, Investments and Operations teams.

You will build strong relationships with officers and committee members, represent Border to Coast at pension committees, and help ensure timely,