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Client Relationship Manager Associate

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Client Relationship Manager Associate

Consultant Level

London

Full Time

Permanent

Ref: 002737

XPS Group is a leading UK consulting and administration business specialising in the pensions and insurance sectors. 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 a professional and experienced Client Relationship Manager Associate from a DB pensions administration background to join one of our vibrant offices with hybrid working. This is an exciting role and would most likely suit someone with previous experience in a similar mid level Client Relationship Manager role or have extensive and solid pensions administration experience. This role will be reporting to the Senior Client Relationship Manager where you will be responsible for the administration service to a portfolio of existing client and for the development of new business opportunities.

A FTSE 250 company, XPS combines expertise and insight with advanced technology and analytics to address the needs of over 1,400 pension schemes and their sponsoring employers on an ongoing and project basis. We undertake pensions administration for over one million members and provide advisory services to schemes and corporate sponsors in respect of schemes of all sizes, including 88 with assets over £1bn. We also provide wider ranging support to insurance companies in the life and bulk annuities sector.

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

The Client Relationship Manager Associate will play a key part in the overall success of the Company and will be required to assist in leading for administration in both joint service and administration only new business tenders and presentations. The successful candidate will be:

  • Assisting Senior Client Relationship Managers in being responsible for the administration service to a portfolio of existing clients 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.
  • Assisting with day to day management of client relationships with trustees, scheme members and corporate clients.
  • Preparing for and where appropriate participating in trustee meetings.
  • Managing complex pensions queries and pensions consultative advice.
  • Assisting with management of ad-hoc projects and exercises, e.g. scheme closure, data audit reports, liability reduction exercises. 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.
  • Assisting in 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 and ITM (3rd party IT software provider).
  • Assisting in the management of new business tenders and presentations.

Your profile

Essential Criteria

  • Educated to a minimum of A Level or Degree or equivalent standard. Ideally a minimum of three C grades or above at A Level or equivalent qualification.
  • Previous experience working within pensions administration business of a third party administrator or mid level client relationship manager experience within pensions.
  • Experience of Defined Benefits (DB) and / or Defined Contribution (DC) schemes is required.
  • Possess extensive knowledge of pensions administratiobn activities and able to demonstrate knowledge to any scheme.
  • Proven experience of handling complex member queries and calculations is essential.
  • Previous presentational experience is required in order to assist in leading client meetings and new business presentations.
  • Previous project management experience would be required to assist in leading pension administration project based work.
  • IT proficient, in particular Microsoft Word, Excel, Outlook & PowerPoint.
  • Confident communicator, able to communicate effectively, professionally and concisely in writing, face to face and/or over the telephone.
  • An ability to work as part of a multi-disciplined team.
  • Well-developed analytical and problem solving skills.
  • An ability to recognise the need for a customer focused approach to their service delivery both in terms of quality and exceeding customer expectations.
  • Good organisational and planning skills.
  • An ability to identify ways of improving quality, service delivery and efficiencies in processes and procedures.
  • Good time management skills and the ability to work to tight deadlines and manage conflicting demands on one's time.

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 by clicking here

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.

Client Relationship Manager Associate

XPS Pensions
London, UK
Full-Time

Published on 11/01/2025

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