Client Services Account Manager
CurrentClient Relationship Management: Serve as the primary point of contact for clients, ensuring their pension and retirement needs are met through personalised support and ongoing communication.Account Oversight: Manage a portfolio of client accounts, overseeing the delivery of pension services and ensuring all solutions align with clients’ financial goals and expectations.Consultative Guidance: Provide expert advice to clients on pension options, retirement planning, and financial strategies, offering tailored recommendations based on individual circumstances.Service Coordination: Work closely with internal teams to ensure smooth delivery of services, including product implementation and ongoing account maintenance, addressing any issues promptly.Client Retention and Satisfaction: Monitor client satisfaction levels through regular feedback collection and performance reviews, ensuring high levels of retention and loyalty.Compliance and Risk Management: Ensure all client accounts comply with regulatory requirements and internal standards, addressing any risk concerns in collaboration with compliance teams.