Day-to-day responsibility for client service and development for a portfolio of clients across Independent Consulting and Platforms & Products business units
Take day-to-day responsibility for all client-related matters and report to the Client Director
Achievement of financial objectives: revenue delivery, revenue development and client profitability
Ensure client satisfaction and secure favourable client references
Play an active and innovative role in developing Lumera’s client propositions
Produce and make available all relevant management information and reporting
Ensure effective interaction with operations teams while maintaining boundaries between client management and operations
Ensure business assurance procedures are followed in respect of client management
Work with peers in Operations teams to ensure client delivery
Requirements
Strong understanding of the UK pensions environment and awareness
Pensions administration management, consultancy or client management experience in a pensions-related business
Ownership and initiative to build strong relationships with clients
Self-reliant in the use of Word, PowerPoint and basic Excel to support in-scope activities
Flexible to travel to Lumera offices, to meetings with clients and to marketing/profile-raising events
Nice to have: A relevant professional qualification
Nice to have: Understanding of pensions data challenges and opportunities
Nice to have: Experience in a pensions consultancy or in-house pension scheme