Flexible working
Career development
Latest technology

Senior Client Management Executive

Salary Competitive
Location Birmingham, Glasgow, Edinburgh, London
Mergefield Title {Mergefield Value}
Mergefield Title {Mergefield Value}

This is a Permanent, Full Time vacancy that will close in {x} days at {xx:xx} BST.

We are recruiting for a Senior Client Management Executive based in any of our UK offices (Birmingham, London, Edinburgh, or Glasgow), to become part of our client management team, supporting the firm in its key client management initiatives. This is an exciting role for somebody who has worked in client management and/or sales related roles and is looking to support a wider client management strategy across the firm or already has experience in this type of role.

The successful candidate will provide support and help to influence stakeholders on how we can optimise the way that we manage and develop the relationships we have with our clients.

Key responsibilities include (not exhaustive)

  • Helping to evolve our client management strategy and brand across the firm, promoting best practice in client management
  • Owning the maintenance and development of some of the team’s client management initiatives, collaborating with colleagues across other support teams to coordinate project work
  • Generating ideas and converting them into strategy and related client management initiatives
  • Promoting closer working relationships and greater engagement with key stakeholders across the firm
  • Helping to articulate and embed a consistent approach towards client management across the firm
  • Working collaboratively with and providing support to the team to help deliver key results in line with the team’s objectives
  • Working with key stakeholders to develop and implement plans for existing clients to support our 4 pillars of client management: delighting clients, nurturing networks, presenting propositions, and driving profitable income
  • Influencing and presenting to stakeholders differing in levels of seniority across the firm on a range of client management initiatives
  • Creating documentation and collateral to support the work of the Client Management team
  • Helping raise the Client Management team’s profile in the wider firm as the “go to” support for client management

About You

What skills and experience do you require:

  • A team player that is able to form strong relationships and enjoys working and succeeding as part of a close team
  • Able to take responsibility and ownership of tasks, using their initiative to deliver work to high quality standards
  • Adaptable and flexible in their approach
  • A strong and effective communicator with the ability to listen, influence and proactively follow up on discussions   
  • Can work alongside and gain the trust and respect of team members at all levels of seniority

Interested in applying?

To enjoy and succeed in this role you will have:

  • Previous experience of working in a client management and/or business development related role
  • Experience of working in financial services industry
  • Experience of using MS outlook, word, excel and PowerPoint. Experience of using SharePoint and PowerBI would be advantageous
  • The ability to build strong and trusted relationships, influence and persuade others at all levels of the firm
  • Flexibility to work across various projects simultaneously

Together, we’ve been building better futures for over 100 years. For our people, our clients and their people, our communities and the environment. 

We thrive on tackling complex problems. And we believe those problems are best solved by diverse teams – diverse in skills, approaches and backgrounds. Our independence lets our people be themselves and think freely, while working in a collaborative, supportive environment.  We love innovative, independent thinking and want everyone to share their ideas.  

Working alongside employers, trustees and financial services institutions, we offer pensions, investments, benefits and risk consulting services, as well as data and technology solutions. With over 1000 employees and counting, we’re one of the leading consultancies in our field and are proud to be recognised by numerous industry awards. 

We’re committed to developing our people and encourage everyone to carve out their own career path. We’ve many colleagues who started out in one team in the business and have ended up somewhere completely different, having had the chance to develop new skills and explore new passions.   

We are continually working to improve our inclusive culture and employ diverse talent. We therefore welcome applications from people from all backgrounds, which includes but isn’t limited to: age, disability, ethnic heritage, gender, marital or civil partnership status, neurodiversity, religion, sexual orientation, and socio-economic background.

Our hybrid working model offers the best of both worlds – home working as well as a fun, collaborative office environment - meaning flexible working patterns to accommodate individual needs. Find out more about our careers here.

If you need any assistance in relation to a personal requirement, medical condition or neurological difference during our selection process then please let us know. 

Together, we can make this the best job you’ll ever have. 

Our culture

We live and breathe our four values – friendly, confident, partnering and straightforward – and genuinely care about out people, clients, community and the environment.

Job satisfaction

Every employee can genuinely make a difference and contribute towards achieving our purpose – together, building better futures. Whether that’s helping our clients build more secure financial futures, using your 3 days volunteering or helping us reduce our carbon footprint.

Reward and wellbeing

We offer competitive salaries, a share of company profits and an award-winning benefits package. We also take your mental, physical, social and financial wellbeing seriously, both in and outside of work.

Flexible working

We trust our people to work in a pattern that suits their circumstances with a healthy balance of home and office working.

Latest technology

We use the most up-to-date technology and software to match our ground-breaking business solutions that make life easier for us and our clients.

Career development

There is no linear path – learning opportunities are plentiful and empower you to carve out your own career.

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