Client Relationship Associate

We are seeking a motivated and dedicated individual to join our team as a Client Relationship Associate. As a Client Relationship Associate, you will play a crucial role in managing and nurturing client relationships, ensuring their satisfaction and assisting in the growth of our business.

Responsibilities:

• Collaborate closely with Client Relationship Managers to understand clients’ strategic goals, expectations, and requirements.
• Generate, review, or compile comprehensive client reports that highlight service performance and project progress.
• Maintain and update internal client records accurately and efficiently.
• Organize and participate in meetings, record minutes, document actions, and ensure follow-up on agreed-upon tasks.
• Support clients by assisting Client Relationship Managers in communicating technical advice and guidance.
• Provide oversight and reporting on client projects and day-to-day operational services.
• Serve as a backup or secondary contact for daily client inquiries.
• Attend Trustee and client meetings to present reports and updates on services.
• Share client feedback and strategic plans with internal stakeholders.
• Ensure timely provision of management information for clients and Client Relationship Managers, including the production of client service reports.
• Possess knowledge of ISO 27001 policies and processes and adhere to them appropriately.
• Foster positive working relationships with operational teams and internal stakeholders to develop solutions, resolve issues, and manage projects.
• Act as an escalation point for client or member issues, collaborating with Client Relationship Managers to recommend and implement satisfactory solutions.
• Stay proactive and bring industry developments, service enhancements, and innovations to clients’ attention.
• Participate in new business presentations.
• Support and collaborate closely with Client Relationship Managers in all aspects of the role.
• Devise, develop, and implement competitive and innovative solutions in collaboration with internal colleagues.
• Perform other duties as reasonably assigned within the scope of the position.

If you are a driven individual with a passion for building and maintaining client relationships, we invite you to apply for the position of Client Relationship Associate at Trafalgar House Pensions Administration Limited. Join our team and contribute to our mission of delivering exceptional service and exceeding client expectations.