Client Support

Job Description

Within the Client Support team there are two main roles, one is Operations Support and the other is Consultancy Support.- The Operations Support role is vital to the ongoing compliance for all clients across various business areas. A key aspect of the role is to ensure all internal databases and systems are controlled and continuously maintained while checking that all engagementdocumentation, fee agreements and terms of business are in date. You will also be responsible for setting up new clients and ensuring Anti Money Laundering requirements have been met, as well as getting involved in a variety of Operational projects.-The Consultancy Support role in the Employer Consulting team provides assistance to their Line Managers, Consultants and Client Relationship Managers (CRMs). Work requests carried out are in relation to defined contribution pension arrangements, healthand protection policies and flexible benefit platforms - broadly all issues relating to Workplace Pensions and Benefits.).Members in the Client Support Team can be asked to undertake tasks in relation to Consultancy Support, Operations Support or both, as required. This role focuses on Consultancy Support.The role will be located at our Cheltenham or Bristol office with hybrid homeworking.ResponsibilitiesConsultancy Support

• Maintaining regular contact with clients by telephone, email and letter;
• Attending client meetings if required;
• Assisting the Line Manager, Consultants and CRMs in the preparation of reports and collating information for reports covering technical matters and advice;
• Checking of work prepared by others in the team;
• Member data analysis
• Managing relationships between providers and clients
• Checking Insurers accounts and issuing annual financial statements to clients
• Analysing information and assisting in preparing recommendations of appropriate solutions for clients;
• Administration relating to a wide and varying range of health and protection policies
• Handling the administration and data which sits behind our clients flexible benefits (via our 4me Wealth and Choices platform)
• Drafting specifications of services, deadlines and remuneration with clients;
• Delivering agreed services in accordance with agreed time schedules and budget with each allocated client;
• Preparing invoices for issuing to clients, checking WIP;
• Maintaining records in accordance with internal guidelines and procedures;
• Liaising with providers of services and other professionals;
• Keeping client files compliant;
• Answering relevant calls that come in from various Employer Consulting helplines;
• Keeping all Employer Consulting databases up to date;
• Assist with the development and administration of 4me;
• Any other reasonable task as advised from time-to-time;
• Support, implement and maintain Information Security procedures and activities in accordance to Information Security Policy.
• Our clients are based throughout the UK; the Client Support role requires reasonable flexibility in working hours from time to time and occasional travel to other offices and client premises.

The above is intended to describe the general nature and responsibilities of the role and is not intended to be an exhaustive list of all duties or responsibilities of employees in this roleTotal RewardRewarding our people fairly and appropriately is important to us. Our reward strategy is designed to recruit, motivate, and retain valued employees. Total Reward is more than just basic salary. We award performance and results through our discretionary bonusscheme, offer a comprehensive benefits package such as Pension, Life Assurance, Group Income Protection, Holiday Trading and Private Medical. We also provide access to a large variety of voluntary benefits through the Choices 4me platform to give you flexibilityto pick the right benefits for your needs.Here is a summary of our benefits:

• Competitive discretionary annual bonus
• Life assurance (4x up to 10x)
• Group income protection up to 65% of salary
• Private medical cover from Day One
• 25 days holiday per year and up to 30 days with holiday trading
• Generous pension scheme (we contribute 8%)
• Sports Allowance - we pay up to 50% of your gym/sports membership (up to £50 pm)
• Employee Assistance Programme
• Complimentary fresh fruit, hot and cold drinks in all our offices
• Paid volunteering day per year as a commitment to our Corporate Social Investment
• Support your favourite charity with the "Give as You Earn" option
• Match-funding for individuals raising money for a recognised charity
• Corporate social investment programme
• Funded training and professional development
• Lots of clubs, sporting events, social, cultural and belief groups across our offices
• Tech scheme
• Cycle to work scheme
• and much more...

Keyskills :
PensionsConsultancyClient SupportOperations Support