Role Description
Weβre recruiting for a Client Relationship Executive to join our award winning DC team. You will be a point of contact for a shared portfolio of Contract, Own Trust & Master Trust DC clients on a reactive basis, responding to ad hoc requests which may arise from clients and/or advisers and assisting the Client Directors.
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Responding promptly and accurately to client and adviser queries, analysing and owning enquiries or escalations, and coordinating resolution by engaging relevant teams across the business.
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Investigating and resolving issues end-to-end, ensuring high-quality and timely client responses while maintaining a strong understanding of service commitments to align delivery with client expectations.
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Building strong, collaborative relationships across the DC business, developing a network of key contacts and deepening knowledge to deliver a high-quality service within risk, governance and compliance frameworks.
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Supporting and coordinating annual and ad hoc scheme events, ensuring effective scheduling and management across all DC business areas.
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Maintaining awareness of regulatory and legislative developments, assessing impacts on processes and scheme design, and implementing appropriate adaptations.
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Partnering closely with the operational team in Cardiff to align delivery with client objectives and ensure seamless service.
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Ensuring clients are provided with clear, sufficient information to make informed decisions in line with Consumer Duty principles.
Qualifications
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Experience and knowledge of DC product solutions and marketplace is a requirement.
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Corporate client relationship management experience in a product provider or EBC/significant intermediary.
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Understanding of administration / operational matters in relation to DC pension plans.
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Demonstrable communication/presentation skill β previous client facing meeting and presentational experience is a requirement, as is the ability to articulate and convey information in a clear and compelling manner in writing and in person.
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Ability to listen to client issues, understanding their challenges and leveraging L&G DC to address/resolve these issues.
Benefits
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The opportunity to participate in our annual, performance-related bonus plan and valuable share schemes.
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Generous pension contribution.
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Life assurance.
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Healthcare Plan (permanent employees only).
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At least 25 days holiday, plus public holidays, 26 days after 2 yearsβ service. Thereβs also the option to buy and sell holiday.
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Competitive family leave.
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Participate in our electric car scheme, which offers employees the option to hire a brand-new electric car through tax efficient salary sacrifice (permanent employees only).
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There are many discounts we offer β both for our own products and at a range of high street stores and online.
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Weβre creating net-zero carbon workplaces by 2030 by investing in our sustainable, modern offices across the UK, all designed to bring people together and elevate the in-person experience.