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Senior Associate - Client Servicing, Guilford

Do you have experience in an account management or client facing role, where you are responsible for managing key relationships and providing support within employee benefits, healthcare & pensions? If you do and have your GR1 Exam or any Pensions related Exams then please read on!

Resource Solutions are recruiting on behalf of our client Evelyn Partners for an experienced Associate to join the business who will be responsible for supporting the client advisers in servicing employee benefits arrangements for new a existing clients. The ideal candidate will have exceptional communication skills both written and verbal, along with the ability to manage and grow a portfolio of clients.

This role will pay between £26,000 - £33,000 plus benefits package and a real opportunity to progress with the team and business through this period of growth!

Key Responsibilities

· Deliver scheme support function for employee benefit clients (Group Risk, Group Healthcare & Workplace Pension) to a high standard and in a timely manner

· Draft written reports and suitability letters relating to client specific cases

· Liaise with relevant parties including insurers, introducing firms, payroll administrators etc. to ensure that benefits are established in line with client requirements and scheme renewals are managed effectively

· Research product markets in connection with client specific requirements

· Obtain illustrations from insurers along with technical information, performance enquiries and general provider information

· Analyse raw data to assist advisers with client recommendations (at establishment & renewal)

· Manage and grow a desk-based portfolio of clients with support from consultants

· Identify and report any risks, breaches, or errors by ensuring risks are logged through to mitigating actions and controls

· Manage client requests, referring to Advisers where appropriate

· Communicate with clients via telephone, MS Teams, e-mail, and in writing, in a timely and professional manner, and when required attend meetings to support the adviser

· Ensure that all chargeable client work is recorded daily

· Organise the timely production of fee invoices and support adviser in managing profitability of client work

Key Skills and Experience

· Excellent client service skills - previous Employee Benefits administration and scheme management experience is essential for this role

· Must be able to use initiative

· Proficient IT skills in core Microsoft Office systems

· Excellent communication skills, both verbal and written

· Experience of report and letter writing

· Ability to prioritise work

· Ability to work both independently and within a team

· Professional Qualifications and Education

· Excellent standard of education

· Relevant professional qualifications an advantage, although not essential and/or a desire to further develop and to undertake relevant examinations.

Key Competencies

· Analytical Thinking - ability to analyse client information and highlight requirements to make suitable recommendations

· Communication skills - ability to deal with stakeholders and be able to communicate clearly and professionally

· Good grammar and spelling - produce concise, well-structured documents, considering the requirements of the reader

· Customer Focus - enhance customer satisfaction and build strong customer relationships

· Time Management - organise time effectively and prioritise work, meet deadlines and multi-task

· Teamwork - encourage effective teamwork and collaboration within department, support line manager with training and development needs of other team members and share best practices with colleagues

· Technical Expertise: maintain high degree of technical awareness and keep up to date with technical developments and legislative changes

If you are looking for your next role and really want to play a vital part in a growing financial services business, specifically within the professional services space then please apply today!

Job Types: Full-time, Permanent

Salary: £26,000.00-£33,000.00 per year

Benefits:

• Canteen
• Company events
• Company pension
• Cycle to work scheme
• Employee discount
• Financial planning services
• Flexitime
• Life insurance
• Private dental insurance
• Private medical insurance
• Sick pay
• Work from home

Schedule:

• Day shift
• Flexitime
• Monday to Friday
• No weekends
• Overtime

Supplemental pay types:

• Performance bonus

Ability to commute/relocate:

• Guildford: reliably commute or plan to relocate before starting work (required)

Experience:

• Client Facing: 1 year (preferred)
• System administration: 2 years (preferred)
• Financial services: 2 years (preferred)

Work Location: Hybrid remote in Guildford