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Senior Client Relationship Manager

Posted 3 days ago

  • Reading, Berkshire
  • Any
  • External
  • Expires In 3 months
Pensions Client Relationship Manager - DC Schemes / Master Trust Remote Full Time Permanent Travel will be required with this role including regular visits to Reading office XPS Pensions Group is a multi-award winning and leading independent pensions consulting and administration business. At XPS, our vision is to create a vibrant place to work where difference is recognised as a strength and where talented people can flourish and achieve their highest potential. Our Client Management business continues to grow and we are now looking for an experienced Client Relationship Manager to join our skilled and diverse team. This is an exciting opportunity that would most likely suit someone with previous experience in a Client Relationship Manager or a senior Pensions Administrator position where they have gained knowledge and experience of Master Trust, DC pensions schemes, technical skills and managing client relationships within the pensions industry. XPS is the only UK pensions specialist listed on the London Stock Exchange Main Market and we have the scale and flexibility to think and act differently. We are a multi-award-winning Pensions Consultancy with over 1 million member pension schemes administered and 1800 staff in locations across the UK. We advise on all things workplace pensions related. We help trustees and employers run pension schemes for the benefit of both current and former employees and we support scheme members in a way that is relevant, innovative and easily digestible. Our people drive our success and as an XPS employee you can bring your whole self to work - Everyone is treated equally and with respect. We will provide you with the support and training you need to grow and be at your very best. It s about inclusion and diversity, ensuring all our people feel included, that they belong to XPS and that they re happy. Above all, it s about ensuring everyone has a voice and feels valued. Because they are. The Team Our award-winning pensions administration business puts scheme members at the heart of everything we do. Our services include scheme administration, first-time outsourcing, member communications and scam protection. The Role As a Client Relationship Manager with XPS you will: Full responsibility for the administration service to a portfolio of existing clients, Master Trust and for the development of new business opportunities. Ensuring the efficient and effective delivery of client work to agreed deadlines to comply with legislative and clients requirements. Day to day management of client relationships with trustees, scheme members and corporate clients. Preparing for and where appropriate participating in trustee and client meetings. Managing complex pensions queries and pensions consultative advice. Managing ad-hoc projects and exercises, e.g. scheme closure, liability reduction exercises, introduction of new investment funds. Ensuring projects are fully monitored and completed in line with customer and legislation requirements. Monitoring on going procedural developments and implementing changes to procedures where required. Contributing to technical sub-committees (TSC) and technical administration discussions. Managing the administration billing process. Keeping abreast of technical and legislative developments within the pensions industry. Working closely with other departments/teams both internal and external to the Company in order to provide a total service to our clients. E.g. Pensions Accounts, Payroll, Administration Support. Managing new business tenders and presentations. Due to the changing nature of the business, you may from time to time be required to undertake other activities of a similar nature that fall within your capabilities. Your profile Essential Criteria Previous CRM or senior Pensions Administration experience of Master Trusts, Defined Contributions (DC) and Defined Benefits (DB) schemes is preferred. Able to demonstrate a very thorough knowledge of pension administration activities and the ability to apply this knowledge to any scheme. Demonstrate a very wide and deep knowledge of the various key areas of pensions legislation including pensions taxation, contracting out and preservation. Proven experience of handling complex member queries and calculations is essential. Previous presentational experience is required in order to lead in client meetings and new business presentations. Previous project management experience would be required to manage pension administration project based work. IT proficient, in particular Microsoft Word, Excel, Outlook & PowerPoint. Good standard of education in particular Maths. APMI qualified is desirable. What we offer: Find out more about Life at XPS Find out more about Our People Approach We offer an attractive reward package, typical benefits can include:: Competitive salary Participation in annual discretionary Bonus Scheme 25 days holiday plus flexibility to buy or sell holiday Flexible Bank holidays Pension scheme, matching contribution structure Healthcare cash plan Flexible Benefits Scheme to support you in and out of work, helping you look after you and your family covering Security & Protection, Health & Wellbeing, Lifestyle Life Assurance cover, four times basic salary XPS Rewards (offers High Street discounts and savings from retailers and services providers as well as offers available via phone) Employee Assistance Programme for you and your household Access to a digital GP service Paid volunteering day when participating in Company organised events Staff referral scheme when you introduce a friend to XPS What next: If you feel XPS could be the next step on your career ladder, please apply directly via the links provided and we look forward to learning more about you. We will consider all applicants and respond swiftly. Please discuss with the recruitment team, via phone or email, if you require any adjustments to the recruitment process. For example, we can provide materials in an alternative format, or give you extra time in interviews or tests. If you do not feel ready to apply or still have questions, please email us at www.recruitmentxpsplc.com. The successful candidate will need to demonstrate the following requirements: Right to Work confirmation DBS Disclosure check Employment or educational references covering five years Satisfactory credit check We continuously strive to build an inclusive workplace where all forms of diversity are valued, including age, background, disability, gender, gender identity, gender expression, race, religion or sexual orientation. Please note we reserve the right to close our vacancies early and we only accept CVs direct from candidates or our preferred supplier list. XPS try wherever possible to respond to all applicants if for any reason you have not heard from us within 28 days of your application, please assume you have been unsuccessful on this occasion.
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