Customer Relationship Manager

Your new company
Working for one of the UK\'s largest Pension Pools, we have an exciting new opportunity for a Customer Relationship Manager to join an FCA regulated investment company. This organisation is responsible for managing the assets of our Local Government Pension Scheme customers and shareholders.
Your new role
The objective of the Customer Relationship Management ("CRM") team is to maintain a trusted, collaborative and sustainable partnership with our Partner Funds as we see change in their strategic objectives, the regulatory environment, and political landscape. Being the first point of contact for customers, a key part of the team's role is to represent their needs and continuously challenge the organisation to provide better levels of service.
Key duties include:

• Provide Support to our Customer Relationship Managers in the day to day management of our Customers as they work to develop long-term Customer Relationships.
• Work with investment and Operations colleagues to respond to customer requests in a timely and efficient manner, tracking the progress of requests for the purpose of internal reporting
• Support the maintenance of the organisation\'s CRM system, ensuring a single source of customer data and interactions that the organisation can draw upon when required
• Working with Customer Relationship Managers to ensure customer feedback is shared across the organisation and acted upon
• Coordinate and draft regular updates to the organisations\' partner funds, covering a range of investment topics
• Support in the management of stakeholders throughout the launch process of new funds, including attendance and support at customer workshops
• Support the delivery of internal and external reporting
• Ensure that the service provided to customers is in line with customer agreements and internal procedures
• Follow processes, procedures, regulatory requirements and effective record keeping and give due consideration to risk and capital management.
• Assist with the production of internal management information
• Identify risks in your own areas of responsibility, recognise risks in all areas of the business and notify any such risks to your People Manager and the Operational Risk Manager

What you\'ll need to succeed

• Interpersonal and communication skills and ability to build internal and external stakeholder relationships
• Time management and ability to balance multiple customer requests, projects and priorities
• Attention to detail and accuracy
• Analytical skills and ability to understand and evaluate financial data
• Ability to independently consider and suggest approaches to solving problems to ensure customer queries are resolved
• Ability to effectively use spreadsheet software such as Microsoft Excel to collect, sort and evaluate data
• Commitment to a customer-focussed approach
• Basic Knowledge of asset management compliance and regulations
• Collaboration and team work skills to effectively and efficiently obtain input and work together with other functions
• High levels of integrity and trustworthiness

What you\'ll get in return

• Competitive salary
• Hybrid working - 3 days in the office and 2 days at home
• Private medical insurance
• Participation in a variable pay scheme where you will qualify for 10% variable pay in June 2025

What you need to do now
If you\'re interested in this role, click \'apply now\' to forward an up-to-date copy of your CV, or call us now.
If this job isn\'t quite right for you, but you are looking for a new position, please contact us for a confidential discussion about your career.

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