Trustee and Governance Client Managers Hybrid working to 60k

ZipRecruiter; London; Hybrid; GBP 40,000 - 80,000; Full time

Job summary

An established industry player is seeking a dynamic Trustee Client Manager to join their team on a hybrid basis. This role involves managing client portfolios, ensuring compliance with legal standards, and delivering exceptional service. The ideal candidate will have a strong background in trustee governance and client management, with a proactive approach to identifying new opportunities. Join a forward-thinking firm that values innovation and entrepreneurial spirit, and play a key role in supporting business growth and enhancing service delivery in the pensions sector.

Qualifications

• Experience in managing client portfolios and ensuring compliance with legal requirements.
• Background in trustee governance and administrative roles.

Responsibilities

• Manage client portfolios and ensure high-quality service delivery.
• Identify opportunities for business growth and new service ideas.

Skills

Client Management

Trustee Governance

Innovation

Proactive Support

Education

Experience in Trustee Firms

Background in Governance Consulting

Job description

Job Description

Position: Trustee Client Manager

We are seeking Trustee Client Managers to work on a hybrid basis in Reading, London, Leeds, or Birmingham.

Role Overview:

The manager is responsible for assisting in managing a portfolio of clients on behalf of the firm and supporting the development of the firm. The role involves ensuring all activities align with business objectives and delivering high-quality service. It requires innovation, entrepreneurial spirit, and proactive support for clients and new services.

1. Ensure timely and appropriate actions for each client.
2. Manage scheme diaries where necessary.
3. Ensure processes and outputs comply with legal requirements.
4. Delegate work appropriately, balancing responsibilities between senior and junior staff.
5. Maintain awareness of client fees to provide value and ensure profitability.
6. Identify and pursue opportunities to assist clients and enhance service delivery.
7. Seek new opportunities with clients and assist in converting them.
8. Participate in developing new service ideas and market opportunities.
9. Support business growth through active involvement in new initiatives.

Candidate Requirements:

• Background in professional trustee firms, governance consulting, or administrative/consulting roles involving trustee secretarial work.
• Experience with Defined Contribution (DC) and Defined Benefit (DB) schemes is desirable.
• Proven experience as a Client Manager.

Additional Information:

This is a profile search and selection vacancy operated by an employment agency. Candidates must have TRUSTEE AND GOVERNANCE EXPERIENCE to be considered. We will respond only to shortlisted candidates due to high application volume.

If you know colleagues or friends in the industry seeking new opportunities, please refer them to us.

Profile Search and Selection is a specialist pensions recruitment agency with nationwide opportunities. Feel free to contact us for further discussion on current vacancies.