Summary

This client manager role leads relationships across a portfolio of defined contribution pension clients, including own trust, master trust, and contract-based schemes. It combines client retention, account growth, cross-selling, reporting oversight, and strategic support for senior client directors, with flexible working options open for discussion.

Responsibilities

• Manage relationships with defined contribution clients
• Coordinate meetings with clients, trustees, and advisers
• Monitor client reporting and resolve queries
• Manage retention for at-risk relationships
• Identify new business and cross-selling opportunities
• Support pitches and client site visits
• Deliver compliant pension client service