Job Opportunity
We are seeking an experienced Client Relationship Professional to join our Corporate Life and Pensions team. The role focuses on managing and developing client relationships, onboarding new pension schemes, and ensuring excellent service delivery to medium and large corporate clients.
Main Responsibilities
* Client Onboarding: Onboard new group pension schemes.
* Relationship Management: Manage and grow a portfolio of existing clients.
* Investment Reviews: Conduct investment reviews and promote member engagement.
* Cross-Selling: Cross-sell related products and services, generating repeat business and referrals.
* Project Coordination: Coordinate projects related to scheme transitions and implementation.
* Team Collaboration: Collaborate with internal teams (Sales, Operations, etc.) to ensure high-quality service.
Requirements
* Experience: Minimum 6 years' experience in employee benefits management.
* Skills: Excellent interpersonal, influencing, and presentation skills.
* Approach: Proactive approach to client engagement and relationship management.
* Industry Knowledge: Experience working with industry bodies is advantageous.
* Education: Third-level qualification in Business, Investments, or Pensions.