Client Account Manager

Client Account Manager

Client Account Manager – Salary £50,000 – £60,000 DOE + Pension & Excellent Benefits

Based: Liverpool

Our Client a partner-led business which prides itself in providing straightforward and well communicated pensions advice. Employee Benefits (EB) has grown considerably and is one of twelve practice areas within the firm. The role of a Client Account Manager in the EB team is to provide consultancy services and advice to employers on employee benefit plans and will need to have a strong general knowledge of a specific area, such as DC pensions, or Wellbeing benefits such as private medical insurance or group risk.

Key Responsibilities;
  • Responsible for the day to day delivery of consultancy services to the client in the relevant areas
  • Advising on the implementation and maintenance of employee benefit plans
  • Maintain high levels of client care and client satisfaction
  • Coach and assist in the development of Client Support Staff
  • Assist in acquiring new business as required
  • Discuss opportunities with CRM’s for client account development
  • Analyse information and suggest appropriate solutions
  • Provide clients with information on relevant new and existing products and services
  • Assist clients to make informed decisions
  • In conjunction with the CRM, agree specifications of services/deadlines/remuneration with clients
  • Deliver the agreed services in accordance with agreed time schedules and budget
  • Issue invoices monitoring WIP and income receipts
  • Maintain records in accordance with internal guidelines and procedures
  • Make presentations to groups of employees, clients; senior management or for marketing purposes
  • Day to day client account management, with client by telephone, email, letter & attending meetings
  • Drafting, checking and issuing of reports covering technical matters and advice
  • Ensure both own and delegated work is professional, correct and within timescales and budget
  • Supporting negotiations with product suppliers to achieve competitive terms for clients
  • Liaise with other professional third parties where required
  • Liaise at all levels, particularly with those other practice areas within the same marketing group EB
  • Must ensure work is in accordance with internal procedures and with FSA and other regulations
  • Support, Implement and Maintain Information Security procedures and activities
  • Our clients are based throughout the UK, the CAM roles requires reasonable flexibility with working hours and regular travelling, possibly involving overnight stays
Essential Skills and Experience:
  • Qualified to CII Diploma or Pensions Management Institute equivalent
  • Good academic record including Maths & English to GCSE (minimum grade C)
  • Quality service delivered to clients in agreed timescales and budgets
  • Full compliance with regulatory guidelines and agreed procedures
  • Build strong team relationships
  • Assisting in maintaining strong client relationships

This is an exciting role with a progressive and professional employer, apply today or contact us for more information. Candidate Channel is dedicated to helping you find your next career move, so if you are looking for a new role, submit your CV to us and we can help you find that perfect job.


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