Client Relationship Assistant Manager/Manager

Job Ref: LF 28127
Leapfrog Jobs

This role focuses on managing relationships with Guernsey-based employers who participate in pension products. You’ll work closely with business development and onboarding teams to ensure smooth account management for employers' pensions post-sale, with responsibilities tailored to your expertise and experience.

Location

Guernsey, Channel Islands

Responsibilities

The duties for this role include, but are not limited to:
Serving as the primary contact for employers throughout their relationship, guiding them in understanding and fulfilling their pension responsibilities, and keeping them informed on procedural, regulatory, and legislative requirements.
Ensuring that administration teams are updated on employer changes.
Maintaining a regular schedule of client meetings.
Responding promptly to queries and coordinating with the risk review team on significant business changes to ensure accurate compliance documentation.
Collaborating with product management to optimise client resources, foster continuous improvement in fiduciary practices, and lead client engagement initiatives.

Skills / Qualifications

The ideal candidate will have 5-10 years in financial services, strong business management skills, and preferably fiduciary or pensions experience. Excellent written English, knowledge of Guernsey regulations, and familiarity with occupational and RATS pension schemes are important. Experience with stakeholders and senior team reporting is beneficial, and a relevant qualification is advantageous.

How To Apply

For a full job description, please call 711188, or email [email protected]. Alternatively, if you wish to apply, please submit your CV via the Apply Now button below.
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