Client Relationship Support Assistant (Pensions)

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Client Relationship Support Assistant

At Isio, our purpose is to create better outcomes for our people, our clients and society.

We are seeking a Client Relationship Assistant to support our Client Relationship Team with Isio’s pensions administration service line.

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 offices 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

• Financial Services / Pensions Admin background is essential.
• Previous experience in a supporting a client facing team 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.

Isio Group is an equal opportunities employer and we welcome applications from all suitably qualified candidates.