ROLE OVERVIEW

PURPOSE OF JOB

Work with the Senior Director for Customer Relations to enhance the member experience for our book of clients, ensuring that plan members receive a premium service.

MAIN RESPONSIBILITIES AND DUTIES

Maintain and develop relationships with UHNW and HNW individuals with a focus on retention of key clients through enhanced member experience, using this to generate wider ES and JTC opportunity.
Liaise with intermediaries to ensure transactions are concluded with appropriate paperwork in place.
Respond to / investigate participant queries in a timely manner and providing regular updates to clients.
Document trustee decision making.
Maintenance of a programme of regular client / intermediary/ participant visits.
Assist with the preparation of proposal documents for tender.
Update fee proposals for existing clients /participants.
Maintain regular liaison with other teams within Employer Solutions.
Monthly / quarterly fee preparation.
Monitor and, where applicable, take appropriate action with regards the portfolio's debtor position.

ESSENTIAL REQUIREMENTS

Excellent understanding of trustee and company risks and responsibilities.
Excellent client handling skills.
Ability to investigate and respond to client queries.
Excellent time management skills with ability to work to tight deadlines and under pressure.
Ability to organise and manage multiple priorities using own initiative.
Passion for delivering exceptional client service.
Superior communication skills (verbal and written).