Client Relationship Manager
Job in
Aberdeen, Aberdeen City Area, AB10, Scotland, UK
Listed on 2026-10-16
Listing for:
Barnett Waddingham
Full Time
position Listed on 2026-10-16
Job specializations:
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Finance & Banking
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Business
Job Description & How to Apply Below
Or you're already an experienced CRM looking for a company that offers further growth and development?
As a CRM, you’ll be building, developing and maintaining strong working relationships with a portfolio of clients, communicating with them regularly and providing guidance and support and ensuring delivery and client satisfaction of all the administration services. As a member of the Client Management function, you will play a key role supporting function area strategic objectives through the development of a professional profile within the pensions industry, locally and nationally, and supporting the firm’s growth objectives through engagement in new business activities.
A snapshot of your day:
Managing and strengthening client relationships with a portfolio of established and new clients.
Managing client budgets and fee proposals and delivery of work within agreed costs; and using resources effectively, to prioritise and deliver client deliverables as well as internal obligations.
Client Representation and Consultancy: Developing a deep understanding of all pension administration matters providing pensions consultancy support, technical guidance on administration issues, and negotiating fees with clients. Reaching out to colleagues and line manager support if additional support is required within specialised areas, ensuring we are able to provide excellent consultancy services based on previous business experiences. Mitigating and managing complaints, leading negotiations as required.
With the support of your line manager, identifying opportunities for service expansion and raising awareness of the firm’s wider offerings with clients, cross selling, and revenue growth, while also recognising and mitigating emerging risks.
Supporting business development and client retention strategies as required.
Developing a presence and profile at industry events and play a role in promoting the firm within the pensions industry Providing support to Senior CRMs to gain experience and knowledge in specialised areas. Hosting and leading client meetings, confident presenting reports and proposals, and solving problems with a comprehensive approach. Ensuring client satisfaction using MI, supporting and implementing information security procedures, and keeping clients informed of legislative changes.
We would love to hear from you if you have:
Some previous client facing experience within an organisation administering pension schemes Pensions administration knowledge (Defined Benefit) and an ability to act as a subject matter expert on administration issues
Pensions (PMI) or related business qualifications with a recognised professional body, preferably APMI / FPMI (or equivalent) is desirable, but not essential
Commercial awareness and understanding of budgetary control
Excellent communication skills and ability to be an effective team player Ability and confidence to host meetings and present to larger audiences
High level of professionalism
Self-motivation with diplomatic/interpersonal skills – to achieve the best outcomes.
What's in it for you:
Competitive discretionary annual bonus. Core benefits including life assurance of four times salary, income protection of…
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