Client Relationship Manager Assistant

In this role you will work closely with the National Client Relationship Managers (CRM) to help build and maintain strong relationships with our clients to ensure satisfaction, retention, and loyalty, ultimately contributing to business success. You will help understand client needs, provide support, and address concerns, acting as the first point of contact on behalf of the Client Relationship Manager. The CRM Assistant will also collaborate proactively with a range of internal stakeholders to manage activities and outcomes to achieve stakeholder objectives.

What does the role entail?

• Support proactive and successful leadership to a portfolio of admin-only clients.
• Manage the day-to-day client management activities and interactions, on behalf of the CRM.
• Communicate and collaborate effectively with colleagues and stakeholders at varying levels.
• Use a range of communication mediums to meet internal and external needs.
• Support new client propositions and existing client improvement opportunities.
• Support transformation, installation and solutions implementation.
• Produce a variety of reports and presentations across a range of pensions administration and technology services and outcomes.
• Coordinate CRM events and activities, including appointments, minutes, actions and reporting.
• Carry out client billing activities, including invoicing, work-in-progress and credit activities, where necessary.
• Support and maintain effective risk management and governance frameworks.
• Foster rapport and trusting partnerships with stakeholders.
• Offer technical advice and support to colleagues and external stakeholders.
• Collect, analyse and report data and MI to strengthen decision making outcomes.
• Provide project and operational management support to colleagues to enable client outcomes and meet expectations.
• Develop knowledge of Isio services, brand and opportunities to help advocate to new and existing stakeholders.
• Maintain and produce portfolio management information, commercial reporting and accounts.
• Act as a liaison between the CRM and internal colleagues and departments.

What we’re looking for

• Evidential experience in a client facing support role previously.
• Understanding of third-party pensions administration and pensions administration stakeholder needs.
• Technical knowledge of pensions administration and current market challenges/opportunities.
• Proven track record of effective organisation and planning, on behalf of senior stakeholders.
• Strong organisational and attention to detail skills, with the ability to work in fast paced dynamic environments.
• Ability to demonstrate emotional intelligence, effective communication and negotiation skills on behalf of senior management.
• Proactive, solutions oriented when handling various conflicting priorities and workloads.
• Experience of working collaboratively with a range of stakeholders to meet goals and objectives.
• Various presentation production and communication methods.
• Prioritisation and effective time management experience.
• Strong interpersonal skills and evidence of building long-standing relations with various stakeholders.
• Effective risk management and governance.
• Willing and able to travel to various office and stakeholder sites, as required.

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

You can find out more about us and the benefits we offer here Isio – Careers & Benefits

What’s next?

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

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