Purpose of the Role
- To help deliver the firm's Client Services Proposition by providing a high-quality administration and support service to corporate clients and the wider practice.
- This client-focused role involves supporting a portfolio of clients and managing a varied workload to assist Consultants and the Practice Manager in delivering agreed client services.
Role Summary
- The successful candidate will be expected to provide a consistent, first-class service, aiming to meet and where possible exceed client expectations.
- Working within the pensions area of the employee benefits team, a key aspect of the role is acting as the main point of contact for several clients (typically HR teams).
- You will manage your own administrative tasks while also providing support and guidance to more junior team members. This is a busy position, involving both day-to-day administration and more in-depth support tasks such as governance, reporting, contribution uploads, and assessments.
- Strong communication skills are essential, as you'll be keeping clients and Consultants regularly updated. A warm and professional manner, both over the phone and in writing is key to building strong client relationships.
Key Skills & Personal Attributes
- A strong understanding of employee benefits processes, client file requirements, and relevant regulatory standards, ensuring delivery against agreed service levels.
- Proficiency in handling contribution and assessment uploads.
- Experience in producing and managing governance reports.
- Ability to understand client objectives and timescales, delivering on expectations and ensuring meeting actions are completed.
- Confidence in handling client queries promptly and within SLA timescales.
- Experience in organising and attending client meetings, preparing communications, and supporting governance reviews.
- Ability to assist with management information by maintaining spreadsheets and activity logs.
- Strong relationship-building skills, with the ability to support Consultants and Practice Managers effectively.