Client Relationship Support Assistant
At Isio, our purpose is to create better outcomes for our people, our clients and society.
Our Client Relationship Team
We are seeking a Client Relationship Support Assistant to support our Client Relationship Team with Isio’s pensions administration service line.
What’s the role?
We are a people-first business and we are seeking a motivated and highly organised individual to join our team. The successful candidate will play a crucial role in supporting our Client Relationship Team, ensuring the highest level of service delivery to our clients. This position involves a combination of administrative duties, client interaction, and coordination to support the effective management of client accounts.
The ideal candidate will already be working in a similar role within the pensions industry. They should possess strong communication skills, be team-oriented with good interpersonal skills, and have a logical approach to problem-solving. They must also be flexible with the ability to effectively prioritise their own workload.
This role can be based in our Croydon, Reading, Birmingham, or Manchester city centre office with a hybrid workstyle.
What does the role entail?
* Act as the first point of contact for client enquiries, providing prompt and professional responses.
* Assist in the preparation and distribution of client reports, presentations, and documentation.
* Schedule, coordinate, and attend client meetings, including preparing agendas and meeting materials.
* Support new business pitches, including travel as required.
* Maintain and update client records, proposals, and communication logs, ensuring accuracy and confidentiality.
* Prepare and process client-related paperwork, including contracts and compliance documents.
* Collaborate with internal stakeholders including sales, operations, legal, and finance teams to gather relevant information and to ensure seamless service delivery to clients.
* Coordinate with external stakeholders to support client needs.
* Facilitate the resolution of client issues and escalate complex matters to the Client Relationship Team Lead as needed.
* Assist in the planning and execution of client-related projects and initiatives.
* Track project timelines and deliverables, ensuring adherence to deadlines.
* Provide regular updates and reports on project status to the Client Relationship Team.
What we’re looking for
* Pensions experience, either pensions administration or other pension role within the industry.
* Strong organisational skills and attention to detail with the ability to manage multiple proposals and client relationships simultaneously.
* Excellent written and verbal communication skills.
* Proficiency in Microsoft Office Suite (Word, Excel, PowerPoint, Outlook).
* Ability to prioritise tasks and manage time effectively.
* Strong interpersonal skills and the ability to build positive relationships with clients and colleagues.
* A proactive and solution-oriented mindset.
What you can expect in return
* A competitive salary and market leading bonus scheme with stretch targets for high performance.
* Study support to help you achieve professional qualifications, with salary increases for exam passes.
* Development and training opportunities to support your career ambitions throughout your time with us.
* A friendly and supportive team who will help you to deliver your best work.
What’s next?
Click on the ‘apply’ and follow the simple application process online.
At Isio, we are committed to fostering an inclusive, equitable, and diverse workplace, in which our colleagues feel they belong, regardless of background or difference. We uphold the values of respect, fairness, and inclusion in our actions and decisions. We believe that by adhering to these principles, we will create a stronger, more innovative, and supportive environment for all, as well as ensuring that the advice and support we provide to our clients is more creative, more insightful, and leaves a lasting impact.
We have offices across the UK and many of our roles offer a hybrid, flexible approach to work to help create a work-life balance that works for you. Isio Group is an equal opportunities employer and we welcome applications from all suitably qualified candidates. If you think you may require a reasonable adjustment to be made for any reason at any stage of your recruitment process, please email hrrecruitment@isio.com.
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