The Client Relationship Manager will work within the Client Relationship Team, who are responsible for delivering and maintaining services to Broadstone’s administration-only clients.
They will be ultimately responsible for the retention and relationship with their own client bank, and will liaise with the Administration Team, Trustees, Employers, Pension Managers, and other interested parties to ensure that a smooth and integrated administration service is provided. They will be expected to attend Trustee Meetings and Administration Sub-Committee Meetings, and be the main representative for the Broadstone administration service.
The role requires an individual who has good organisational, IT, and telephone/interpersonal skills, a willingness to learn, and a high standard of written and oral communication skills. In addition, sound knowledge on the administration of Defined Benefit pensions, the ability to prioritise their workloads, and high levels of attention to detail would be preferable.
The Client Relationship Manager reports to the Client Relationship Director and will liaise with and work alongside the wider Administration Teams and Administration Manager.
- Responsible for building and maintaining successful client relationships.
- Setting budgets and meeting financial targets across client bank.
- Contribute to the successful delivery of Broadstone’s administration-only service, supporting the Administration Team where required.
- Being the first point of contact for Trustees, Employers and other related parties to ensure queries are dealt with quickly and efficiently by the relevant Broadstone team.
- Being the first point of contact for the Administration Team in the event of queries requiring client input.
- Attend meetings with clients, both face to face and via video, as required.
- Prepare agenda packs and minutes for Admin Sub-Committee Meetings, and chase up outstanding actions, as required by the client.
- Promotion of other areas of the business that may be of interest to the client.
- Preparing and presenting clear and concise reports based on data provided by the Administration or Projects teams.
- Manage the installation of new pension schemes, where required.
- Carry out any other duties that may be outside the standard remit as may be reasonably required by the Company and for the purpose of personal development
Technical Knowledge and Professional Qualifications
- Good working knowledge of Defined Benefit pensions, including current issues surrounding pension scheme administration and awareness of guidance from professional pensions bodies such as The Pensions Regulator, and the Pension Administration Standards Association.
- Previous experience in the administration of Defined Benefit pensions would be desirable.
- Good planning and organisation skills – able to manage multiple tasks effectively.
- Ability to work independently and prioritise own workload to meet client needs.
- Attention to detail when working with scheme data and records.
- High standard of written and oral communication skills.
- Good team player – keen to assist team members with achieving team and individual objectives, particularly during busy periods
- Ability to present a variety of pension administration-based topics in Trustee or Administration Sub-Committee meetings.
- Computer literate (MS Office and MS Outlook) and quick to learn new IT skills/software usage
- Anti-Money Laundering, TCF and Data Management regulations, and internal processes
- Adhere to all relevant laws & regulations, and Broadstone Policies & Procedures
- Achieve a good standard of ethical behaviour, i.e. do the right thing at all times
- Comply with all relevant professional standards
Comply with the FCA’s requirements in relation to Conduct Risk & Treating Customers Fairly