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Senior Client Service Manager, Surrey
- UK - Surrey
- £55000 - £60000 per annum + Excellent Benefits
- Full-Time Permanent
- Financial Services - Accounting
- Hays Insurance & Financial Services
- 22-08-08
Job Description
Our client, a well established pensions provider, is keen to recruit a Senior Manager within their Defined Benefit Client Services team to lead a small team of Client Service Managers and to act as the main client contact for all administrative services and queries for a limited portfolio of key selected clients.
Main responsibilities will include overseeing the ongoing aspects of administration, reporting and servicing of client accounts and continuously looking for improvements to maximise the client service experience.
- Developing a broad knowledge of the DB client base and industry best practice in client service
- Pro-actively manage and oversee all aspects of client administration and any service provided by other internal support functions, particularly for the allocated portfolio of clients.
- Conduct annual service reviews and face-to-face meetings, as well as regular telephone reviews with clients, presenting to the client the value of the CSM function and the operations structure, processes, controls, technology and initiatives.
- Internal co-ordination of all activities affecting the client's fund, which will involve liaison with the internal divisions to ensure a coherent service.
Other duties will include the recruitment, training & development of team members; advising on feasibility of new products, services and delivery from a servicing or operational perspective for selected initiatives and contributing to the development of annual team and individual goals.
The successful candidate will have a detailed knowledge of Defined Benefit pension schemes and will be experienced and confident in managing a small team (4-6 people), incl. the day-to-day management of workloads, workforce planning, escalation of issues.
They will have previous experience in recruiting and a proven record performance management, training and development of staff and holding effective meetings with team and individuals.
Proven ability in a client facing role with a variety of client types and investment vehicles, confidently leading client meetings and managing complaints with a satisfactory outcome for the client.
Excellent knowledge of the Financial Services industry, developments and trends and specifically a breadth of knowledge in Investment Management Operations.
The client is offering a comprehensive salary and benefits package coupled with the potential for longer term career progression.
Main responsibilities will include overseeing the ongoing aspects of administration, reporting and servicing of client accounts and continuously looking for improvements to maximise the client service experience.
- Developing a broad knowledge of the DB client base and industry best practice in client service
- Pro-actively manage and oversee all aspects of client administration and any service provided by other internal support functions, particularly for the allocated portfolio of clients.
- Conduct annual service reviews and face-to-face meetings, as well as regular telephone reviews with clients, presenting to the client the value of the CSM function and the operations structure, processes, controls, technology and initiatives.
- Internal co-ordination of all activities affecting the client's fund, which will involve liaison with the internal divisions to ensure a coherent service.
Other duties will include the recruitment, training & development of team members; advising on feasibility of new products, services and delivery from a servicing or operational perspective for selected initiatives and contributing to the development of annual team and individual goals.
The successful candidate will have a detailed knowledge of Defined Benefit pension schemes and will be experienced and confident in managing a small team (4-6 people), incl. the day-to-day management of workloads, workforce planning, escalation of issues.
They will have previous experience in recruiting and a proven record performance management, training and development of staff and holding effective meetings with team and individuals.
Proven ability in a client facing role with a variety of client types and investment vehicles, confidently leading client meetings and managing complaints with a satisfactory outcome for the client.
Excellent knowledge of the Financial Services industry, developments and trends and specifically a breadth of knowledge in Investment Management Operations.
The client is offering a comprehensive salary and benefits package coupled with the potential for longer term career progression.
- Lee O'Brien
- 187706
