Assistant Customer Relationship Manager

Leeds – 3 days office Permanent : 37.5 hour per week Full time (we welcome flexible working discussions) An opportunity to make a difference At Border to Coast our purpose is to make a difference and we’re looking for an Assistant Customer Relationship Manager to join our award-winning team. As a customer-owned and customer-focused organisation, integrity is one of our values, as is our collaborative and sustainable approach.

Our focus is to secure the pensions of over a million people who have provided valuable service to their communities and society. We’re the largest UK asset manager outside London or Edinburgh, and we provide innovative investments that deliver sustainable returns over the long term. As an Assistant Customer Relationship Manager, you will be supporting the Head of Customer Relationship Management and Customer Relationship Managers in the management of relationships with our Partner Funds and the development of our partnership.

The Customer Relationship Management (CRM) team is responsible for building trusted, collaborative and sustainable relationships with our Partner Funds, ensuring their needs and priorities remain at the heart of our decision-making. As an Assistant Customer Relationship Manager, you will be integral in continually evolving strategic, regulatory and political environment. The Customer Relationship team delivers a high-quality customer experience, supports effective oversight through transparent engagement and information sharing, and champions customer-focused collaboration by ensuring Partner Fund perspectives are represented internally and reflected in the solutions and services we develop.

The role – what you’ll be doing As an Assistant Customer Relationship Manager your role is hugely important and will include:
Provide support to our Customer Relationship Managers in the day-to-day management of our Customers as they work to develop long-term trusted customer relationships. Work with Investment and Operations colleagues to respond to Customer requests in a timely and efficient manner, tracking the progress of requests for the purposes of internal reporting. Support the production and delivery of portfolio and Border to Coast updates for our Customers.

Support the maintenance of our CRM system, ensuring a single source of customer data and interactions that the organisation can draw upon when required. Work with Customer Relationship Managers to ensure Customer feedback is shared across the organisation and acted on. Coordinate and draft regular updates to our Partner Funds covering a range of investments topics. Support in the management of stakeholders throughout the launch process of new funds, including attendance and support at Customer workshops.

Support the delivery of internal and external reporting, working with other parts of the organisation to collate inputs. Ensure that the service provided to Customers is in line with customer agreements and internal procedures. Follow processes, procedures, regulatory requirements and effective record keeping and give due consideration to risk and capital management. Assist with the production of internal management information.

Identify risks in own area of responsibility, recognise risks in all areas of the business and notify any such risks to your People Manager and the Operational Risk Manager About you - and the value you’ll bring to our team This is the perfect opportunity for someone who is looking to further develop their career within investments, pensions and relationship management.

You should have strong interpersonal, communication and presentation skills as well as the ability to develop and maintain strong internal and customer relationships. You will have strong skills in time management, attention to detail and accuracy as well as analytical skills and the ability to understand and evaluate financial data. Essential Experience in a customer-related role within asset management, investment consulting, pensions or financial services.

Excellent interpersonal and communication skills and ability to build internal and external stakeholder relationships. Strong organisational and…