1x Permanent, Full Time
1x 18 Months Fixed Term Contract
The objective of the Client Relationship Management 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 clients, a key part of the team's role is to represent their needs and continuously challenge Border to Coast to provide better levels of service.
The key responsibilities of the function are as follows:
- High-quality customer experience - being responsible for the day-to-day relationship with our Partner Funds and their first point of contact, a key part of the team's role is to provide a high quality customer experience across all aspects of interaction;
- Supporting effective oversight - with overall responsibility for reporting and leading on presentations with our Partner Funds, we ensure that our clients have the means to carry out effective oversight of Border to Coast
- Customer focused collaboration - we work to understand our customer's needs and objectives to ensure solutions are designed in collaboration with our Partner Funds, thus enabling the development of the partnership.
The team is central to the organisation, working with senior leadership and other functions to ensure the voice of the Customer is shared and understood across teams.
About the Role:
As an Assistant Client Relationship Manager, you will be critical the day-to-day management of our Clients. You'll provide support to our Client Relationship Managers as they work to development long-term trusted client relationships. You'll liaise directly with our Clients, attend Client meetings and coordinate and draft regular updates to our Partner Funds covering a range of investment topics.
You'll work with Investment and Operations colleagues to respond to Client requests in a timely and efficient manner, tracking the progress of requests for the purposes of internal reporting.
You will also support the ongoing maintenance of our CRM system, ensuring information on our Clients and our interactions is accessible on a single platform. You'll support in the management of stakeholders throughout the launch process of new funds, including attendance and support at Client workshops, and assist in the production of internal management information.
You will take part in a structured programme of training to learn the fundamentals of our organisation, our Clients and our solutions, building a broad knowledge of investments, the LGPS and relationship management. Central to the organisation, you will interact with individuals across a range of teams and provide training to our graduates as part of their rotation into the team.
About You:
This is the perfect opportunity for someone who is looking to further develop their career within investments, pensions and relationship management. You should have strong interpersonal, communication and presentation skills as well as the ability to develop and maintain strong internal and customer relationships. You will have strong skills in time management, attention to detail and accuracy as well as analytical skills and the ability to understand and evaluate financial data.
You will be strong in time management, with the ability to manage multiple customer requests, projects and priorities and basic knowledge of financial markets, investment products and asset management.
Educated to degree level and preferably working towards an investments or finance qualification, it would be great if you have existing experience in a customer related role within the investments, actuarial or financial services industry or have in-house investments experience with a pension scheme.
With high levels of integrity and trustworthiness, you'll have the ability to hold open, honest and productive conversations internally and with Clients. You'll be comfortable using spreadsheet software such as Microsoft Excel, to collect, sort and evaluate data. You should also have collaboration and teamwork skills to effectively obtain inputs and work together with other functions.
Presentation skills to create and deliver effective presentations is desirable, as is knowledge of pensions, pension schemes and the LGPS.
About Us:
Border to Coast Pensions Partnership is a collaboration of 11 Local Government Pension Funds with a total asset value of c.£60 billion (as of the 31st of March 2023). Border to Coast is a FCA regulated investment company created to pool the investments of like-minded Local Government Pension Scheme (LGPS) funds - our 'Partner Funds'. Established in 2018, we are the largest LGPS pools in the UK, and the largest UK asset manager outside London and Edinburgh.
Our purpose is to make a difference for the Local Government Pension Scheme. We seek to do this by providing cost-effective, innovative, and responsible investment opportunities that deliver returns over the long-term. This is on behalf of the more than 1.1 million LGPS members, 2,800 local participating employers, and the millions of taxpayers associated with our Partner Funds.
Since launch, Border to Coast has been awarded 'Best Pool of the Year' at the LAPF Investment Awards three years out of four, most recently won the 'Pool Innovation of the Year' and named at the Professional Pensions UK Pensions Awards as 'Equity' and 'Alternatives Manager of the Year'.
Closing Date - 24th May 2024