Connecting Linkedin...

W1siziisimnvbxbpbgvkx3rozw1lx2fzc2v0cy9jyxn0awxszs9qcgcvymfubmvyx2rlzmf1bhquanbnil1d

Client Relationship Executive

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

Responsibilities:

  • 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

Requirements:

  • 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