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Equiniti is a leading international provider of shareholder, pension, remediation, and credit technology. With over 6000 employees, it supports 37 million people in 120 countries.
EQ's vision is to be the leading global share registrar, offering complementary services to its client base and our values set the core foundations to our success. We are TRUSTED to deliver on our commitments, COMMERCIAL in building long term value, COLLABORATIVE in our approach and we IMPROVE by continually enhancing our skills and services. There has never been a better time to join EQ.
Role Summary
Our relationship managers are trusted advisors to our clients, and act as an escalation point for key stakeholders within the partnership model we operate with our clients. They also play a key role in providing insight and thought leadership around the Workplace Pensions industry.
Please note this role is a Hybrid role so expectations to be in the office 2-3 days per week.
Core Duties/Responsibilities
The successful candidate will be responsible for the following:
Manage the relationship with our clients in accordance with our contractual obligations.
- Take ownership of Client enquiries and deliver an appropriate response which enhances Equiniti service reputation and adds value to the relationship.
- Work closely with operational teams and all parts of the business to ensure Client task requirements are understood and delivered on time and accurately.
- Produce, publish and agree key task milestones with the client and key internal stakeholders.
- Ensure all task documentation conforms to regulatory and compliance requirements prior to client sign off.
- Ensure robust processes are in place and to continually look for opportunities to improve existing services and manage costs
- Ensure required management information is produced, validated and issued on time.
- Ensure all key task information, knowledge and insight is captured and accurately maintained.
- Provide Expert product support to Relationship Directors at Client review meetings ensuring all action points are carried out within agreed timescales.
- Identify additional commercial opportunities and work closely with the Relationship Directors and Head of Strategic Accounts and/or new business to progress accordingly.
- Support the process to secure contract renewals, working with the Sales & Bids team and relationship/client manager in preparing business tenders and participating in the process.
- Proactively share knowledge with colleagues to ensure best practice is promoted across the team and innovation is shared with the client.
- Act consistently with our Company's values and maintain the organisations reputation for high standards of business conduct.
- Some travel to client sites will be required with this role.
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Skills, Capabilities and Attributes
The successful candidate will demonstrate the following experience, skills and behaviours:
- Previous experience in pensions in preferred
- Previous experience in a client facing role with experience of effective relationship management
- Exceptional attention to detail and a thorough approach to planning and implementation
- Proven experience of delivering excellence in response to high client expectations
- Experience of successfully working in a matrix product structure would be advantageous.
- Proactive and highly motivated
- Very high degree of personal integrity
- Strong attention to details and organisation skills
- Strong internal and external communication skills, verbal and written.
- Flexible attitude and willingness to adapt with the business
- Excellent IT skills, especially knowledge of core Microsoft Office applications
- Ability to organise own work, planning and time management
- Ability to work calmly under pressure and prioritising and delivering to tight timeframes
What We Offer
- Save For Your Future - Equiniti Pension Plan; Equiniti matches your pension contributions up to 10%
- All Employee Long Term Incentive Plan (LTIP) - Gives all EQ Colleagues the opportunity to benefit if the current owners successfully sell the company for a profit.
- Health and Wellbeing - Employee Assistance Programme: counselling, legal & wellbeing support for colleagues and their households. Life assurance cover at 4x salary with the ability to purchase enhance cover.
- Employee discounts - Discounts and cashback at your favourite high street stores through our EQ Wins Platform.
- Flexible Benefits - The ability to purchase a wide variety of benefits through our flex plan; gadgets, travel insurance, will writing, holiday trading and more.
- Time Off - Typically 28 days holiday + bank holidays. 2 volunteer days to get involved with a charity of your choosing.
- Winning together - Equiniti ICON award vouchers; recognising the individuals going above and beyond to help the business succeed.
- Learning & Development - Investment in LinkedIn Learning for all colleagues.
We are committed to equality of opportunity for all staff and applications from individuals are encouraged regardless of age, disability, sex, gender reassignment, sexual orientation, pregnancy and maternity, race, religion or belief and marriage and civil partnerships.
Please note any offer of employment is subject to satisfactory pre-employment screening checks. These consist of 5 year activity & GAP verification, DBS or Access NI, Credit, Sanctions & CIFAS checks
