Client Manager (Pensions)

The Client Manager is an integral part of the team and is responsible for assisting the Client Directors to manage a portfolio of clients. They will provide high quality governance and trustee secretarial functions for clients. Living up to the ZEDRA values is a key part along with delivering excellent services to clients.

The Client Manager will have experience of working within the pension industry and will be expected to have a sound knowledge of the market and current issues affecting the pensions industry.

They will act as an ambassador for ZEDRA within the industry, being active on social media and participating in internal and external events on behalf of ZEDRA.

Key Accountabilities

Client

The successful applicant will ensure that the client is at the heart of everything we do. They would be a point of contact for both clients and advisers, helping to manage and build upon these relationships.

Client managers look for and create opportunities to provide more support to our clients and new services. As each client is different, ensuring that the right things are done at the right time in the right way for each of your clients is paramount.

Commercial

Client Managers are required to record all chargeable time accurately and in a timely manner. They will be mindful of the fees we charge clients, ensuring they provide good value for them while they remain profitable for the firm.

The Client Manager will look for other fee generating opportunities with your clients and to seek help to convert those opportunities if needed.

Risk

The role holder will have an awareness of risk policies and an understanding of how these are applied to client and business situations. They will have an awareness of the different risk roles undertaken within ZEDRA. Client Managers take responsibility for ensuring that our schemes remain compliant and meet all regulatory and statutory deadlines and ensure that Client Directors are kept informed of progress of tasks.

Knowledge and Experience

The successful applicant will have experience of working within the pension industry and be able to demonstrate first class client service delivering against the needs and demands of their clients.

They will be expected to have a sound knowledge of Zedra Governance’s key markets and current issues affecting the pensions industry.

Academic and Professional Qualifications (Desirable but not essential)

The successful applicant will have good technical knowledge of UK pensions and scheme governance. They may have partially or fully completed a relevant qualification such as APMI, FIA or CFA. They will have completed or be willing to complete the Trustee Toolkit.

For more information or to request a copy of the full job description, please email recruitment@zedra.com