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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.

We are seeking a dedicated and detail-oriented Client Relationship Assistant to join our dynamic 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 or financial services industry. They should possess strong communication skills. They should be team orientated with good interpersonal skills and 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 or Birmingham city centre office with a hybrid workstyle.

Key responsibilities

• 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.

Key skills and experience

• Previous experience in supporting a client facing team in the pensions industry is preferred.
• 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.

Essential

• Pensions experience, either pensions administration or other pension role within the industry
• Experience working in a customer facing role
• GCSE English and mathematics (A-C) or equivalent
• Excellent communication skills including delivering presentations
• Excellent MS office skills
• Working as part of a team
• Ability to travel

Desirable

• Experience in proposal management, client relations, or a similar role within the pensions or professional services industries
• Professional certification in pensions administration
• Experience working with pension trustees, consultants or similar client groups
• Previous experience in sales support, business development or client retention

Demonstrated Commitment to our Core Purpose

• Power in Partnership: We work in partnership with our clients & each other – building open and trusted relationships. Working together allows us to deliver the best for our clients.
• Future Focus: We want to push our industry forward by solving problems in better ways that benefit both our clients & society.
• Strength in Difference: We work with diverse perspectives to find better solutions. Working with differences makes us stronger.
• People First: We recognise that pensions is a people business. People are the source of Isio’s expertise and it is people’s lives that we affect through our advice.

What we offer you

Isio is a people business, and we’re committed to helping our great colleagues gain a wide variety of experience, significant development opportunities and progression through the business. The variety of work that’ll be available to you will enable you to do this.

On top, we also offer:

• A competitive remuneration package, including a bonus scheme.
• A defined contribution pension scheme.
• Life insurance.
• Healthcare benefits.
• Income protection benefits.
• 25 days annual leave (plus bank holidays) as standard with the option to purchase additional days of holiday. As well as two additional ‘Company’ days – a celebration day for your birthday and an extra day over Christmas.
• Corporate Social Responsibility (CSR) allowance
• Flexible working opportunities.
• A flexible benefits package.
• Internal development programmes including (technical and non-technical) training support and mentor programmes.
• Where required study support including study days, materials and exam entry support.

What’s next?

Click on the ‘apply’ and follow the simple application process on-line.

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

About Isio

Isio was ‘born’ in 2020 from the sale of KPMG UK’s Pension Practice to a private equity firm. An industry-leading challenger, we provide diverse expertise spanning Pensions, Investment, Benefits and Wealth to give clients an integrated experience.

Isio is built by challengers, innovators and forward-thinkers, grounded around a vision which strives to deliver greater financial confidence for everyone. We empower and develop those who join us – valuing curious minds and giving people the freedom to outperform. Known and respected for our agility, we harness specialist experience, bold thinking and the desire to push the boundaries of what we can achieve for our clients, from small to blue chip, public to private.

Isio is growing and we are looking for people who share our purpose and behaviours to join us on this journey, as we continue driving exceptional results for both our clients and people.

We are committed to equality, diversity and inclusion – bringing your whole self to work every day. We have hubs across the UK and many of our roles are flexible in location 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.