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Client Relationship Executive

  • Location


  • Sector:


  • Contract Type:


  • Salary:


  • Contact:

    Stefani Grech

  • Job Reference:


  • Published:

    8 months ago

  • Expiry:

    11 Feb 00:00

  • Client Details:


  • Consultant:

    Stefani Grech

Unfortunately this job has now expired. However you can view all of our Live jobs here.

A well established pensions firm is seeking to employ a Client Relationship Executive who will be forming part of the Pensions Department.


  • Communicating with business development managers and independent financial advisors.
  • Processing retirement scheme applications including checking forms and data entry into the Companies systems
  • Dealing with member and client queries
  • Acting as a point of contact for our key accounts
  • Building and maintaining a relationship with our clients
  • Dealing with members’ payment requests
  • Liaising with third parties (transferring pension schemes and life companies)
  • Setting up terms of business with fund managers
  • Collaborate with internal departments to ensure client and member needs are fulfilled effectively
  • Assisting the Team Leader and Director in any ad hoc tasks that may be required


  • Strong interpersonal skills and an ability to build rapport with clients
  • Excellent communication skills and a good command of written and spoken English
  • Hard working with a strong work ethic
  • Previous experience in pensions or a client relationship role will be considered an asset
  • Strong team player skills and the ability to work harmoniously with a diverse workforce