Client Relationship Consultant

Phoenix Group
Edinburgh, London, Bristol
Workplace: HybridFull timeGBP 45,700+ annuallyFunction: Customer Success & Account ManagementSkills: ["Communication","Relationship management","Commercial focus","Risk awareness","Stakeholder engagement"]

Build and develop strong client relationships within the Workplace team, partnering with trustees and advisers to retain existing assets and pursue opportunities to increase revenue and deepen relationships. Create client plans and communication strategies to maximize profitability, monitor marketplace changes to identify opportunities, and assess risks to protect the relationship. Support new business activity and deliver member engagement initiatives, both virtually and in person.

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Phoenix Group
Phoenix Group
2 days ago

Client Relationship Consultant

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Source: Company careers pageValidated by: Fursa AI
Last checked: 21 minutes agoStatus: Live

Job Summary

Build and develop strong client relationships within the Workplace team, partnering with trustees and advisers to retain existing assets and pursue opportunities to increase revenue and deepen relationships. Create client plans and communication strategies to maximize profitability, monitor marketplace changes to identify opportunities, and assess risks to protect the relationship. Support new business activity and deliver member engagement initiatives, both virtually and in person.
Location: Edinburgh, London, Bristol
Workplace: Hybrid
Employment Type: Full time · Permanent
Job Function: Customer Success & Account Management
Seniority: Mid level

Key Responsibilities

  • •Build and develop strong relationships with clients, working in partnership to retain existing assets.
  • •Create and deliver client plans and maintain communication and engagement strategies to maximize profitability.
  • •Monitor and maintain awareness of marketplace change to identify opportunities and assess risks to the relationship.
  • •Support new business activities and deliver ad hoc member engagement initiatives both virtually and in person.
  • •Build internal networks within Workplace Distribution and the wider business to challenge and optimize processes and bring client voice to shape the proposition.
Travel: Low travel

Pay and Benefits

Salary: GBP 45,700 annually
Perks:Health InsurancePension

Key Requirements

  • •Proven experience in relationship management with a track record of delivering against plan, ideally in a pensions environment.
  • •Strong communication skills to build and maintain effective working relationships and drive projects forward.
  • •Commercially driven and highly responsive, focused on adding value and achieving goals and business objectives.
  • •Sound knowledge of DC pensions (trust and contract plans), including awareness of leading providers, major consultancies, and market trends.
  • •Developing understanding of market, legislative, and industry practices.
Experience:PensionsDC pensionsRelationship managementRetirement savings
Skills:CommunicationRelationship managementCommercial focusRisk awarenessStakeholder engagement

Company Brief

Phoenix Group
A UK long-term savings and retirement business operating brands including Standard Life, SunLife, Phoenix Life and ReAssure, managing pensions, annuities and wealth solutions with c.12 million customers and large assets under administration.
Industry: Wealth Management
Company Size: Enterprise (1,001+ employees)
Revenue: USD 1B+
Growth: Public Company
Valuation: Public Company (Market Cap in USD)
Funding: IPO / Publicly Listed
Headquarters: London, United Kingdom
Founded: 1782
Glassdoor
Glassdoor: 3.8
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