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Client Relationship Manager

  • Salary: £45000 - £50000 per annum
  • Location: Cardiff
  • Sector: Employee Benefits
  • Job type: Permanent
  • Date posted:
    09 Feb 2021
  • Job reference: 35174

Interested in driving your career forwards within a client relationship management capacity, working for a UK market-leader?


IDEX Consulting are working a UK market leader in workplace DC pensions, in the search for a Client Relationship Manager to join their growing function in Cardiff.


Acting as the conduit between operations and sales functions, you will oversee a portfolio of strategic corporate clients; supporting on relationship management, development, implementation, sales and client/trustee meetings.


This position would be best suited to an energetic and passionate individual with strong knowledge of workplace DC pensions, administration and someone who's comfortable with managing and developing client relationships, often in a client-facing capacity. We're open to hearing from individuals from DC MasterTrust, Contract-based and Own Trust backgrounds.


This is a home-based opportunity, with regular travel required into Cardiff.


You will contribute to:

  • Supporting sales functions at client/trustee meetings and operating as the conduit between sales, implementation and operations
  • Provide a high-quality service to a portfolio of strategic clients across Contract-based, Own Trust and MasterTrust schemes
  • Tackle issue resolution and contribute to scheme retention for at risk clients by taking a multifaceted approach to client relationship management and drawing expertise cross-functionally
  • Look for opportunities to improve processes and efficiency's to benefit clients, members and the wider business
  • Act as the source of knowledge for key clients, working with and training scheme specific requirements into operational teams
  • Attend client implementation meetings to ensure operational processes are followed in line with SLAs


Apply for immediate consideration.

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