Client Services Executive (immediate start)
Location: London
Home based, but the role will involve frequent travel.
Flexible working:
All of our roles are open to part-time, job-share and other types of flexibility. From £75k, plus 20% bonus up to 40%, private medical cover, 38 days annual leave, excellent pension, 12x salary life assurance, career breaks, income protection, 3x volunteering days and much more.
We’re the UK’s largest long-term savings and retirement business. We offer a range of products across our market-leading brands, Standard Life, SunLife, Phoenix Life and ReAssure. Around 1 in 5 people in the UK has a pension with us. We’re a FTSE 100 organisation that is tackling key issues such as transitioning our portfolio to net zero by 2050, and we’re not done yet.
You will be responsible for the management, development and retention of our relationships with Workplace Pension employers and trustees, ensuring delivery of maximum potential in terms of retention of value, increased revenue and development of wider opportunities to grow the business.
You will create and deliver strategic client plans which demonstrate an understanding of each account's objectives and maintain communication and engagement strategies to maximise profitability, whilst removing unprofitable business or inappropriate service offerings within the current portfolio using interpersonal skills to manage the business up or out in a way that maintains our reputation.
You will use judgement to identify and assess any risk or potential threats, internal or external, to the relationship with clients and act to mitigate these as appropriate.
Proven track record of success within a relationship management role
In-depth knowledge of Workplace Pensions (both trust and contract plans), including good awareness of leading providers and major consultancies
Knowledge of the market, legislative and industry practice to consult and lead with key clients on suitable growth developments
If you require any adjustments to the recruitment process, please let us know so we can help you to be at your best. Apply
