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Client Relationship Manager

Apply now Job no: 513427
Work type: Full time
Location: United Kingdom
Categories: Client Relationship Management, Client Onboarding
Office Location: London

Job Purpose:

 

Based in the small specialist International Pensions team of the TMF Group, the Client Relationship Manager (CRM) will be a general support to the Global Head of the team and have responsibility for managing the day to day operations and interaction between company, its intermediaries and client base. They will work closely with senior Trust staff in both Labuan and Malta to ensure effective and efficient procedures are maintained as well as liaison with trustee administrative staff in both jurisdictions for obtaining and relaying client information.

Key Responsibilities:

  • Respond to all client and intermediary queries and maintain respective commercial relationships
  • Liaise with Trustees to obtain requested information and relay client instructions
  • Facilitate membership applications and investment account openings with the Trustees to ensure the smooth setup and ongoing management of the client's scheme membership.
  • Continual review of Trustee procedures and day to day administrative functions to ensure that they fully meet business needs, are as effective as they should be and comply with modern best practice.
  • Review and update marketing material.
  • Contribute towards business development including preparing presentations and meeting with clients.
  • Create and arrange general correspondence with transferring schemes, banks and advisors regarding the schemes.
  • Ensure that all relevant transaction-linked information and contact information is being put in data management system by Trustee administrators.
  • Maintain knowledge of regulations and developments in the international pensions industry.

 

Key Competencies:

  • Able to delegate to team members with a clear explanation
  • Strives for high standards of delivery to clients
  • Will generate ideas for improvement based on past experience
  • Is aware of client contracts and what is W.I.P/’Out of Scope’.
  • Communicates (verbally and through written work) information in a clear and concise manner.
  • Will manage stakeholders’ expectations with regards to delivery, escalating concerns as appropriate.
  • Records their time accurately and within deadline
  • Understands and applies control and risk and governance frameworks consistently.
  • Is financially mindful of personal impact on this business.
  • Acts with integrity
  • Trustworthy team member who considers those around them.

 

Key knowledge and experience:

 

  • Graduate in a relevant field and studying for a professional qualification.
  • 1 – 3 years experience in a similar role.
  • Expertise in all MS Office packages (Word, PowerPoint, Excel, Outlook).
  • Fluent in both written and spoken English.

 

About TMF Group

We help global companies expand and invest seamlessly across international borders. Our expert accountants, corporate secretarial and HR and payroll professionals are located around the world, enabling clients to operate their corporate structures, finance vehicles and investment funds in different geographical locations.

Working at TMF Group offers:

  • Learning opportunities: you will work with highly experienced colleagues who are ready to share their knowledge, and will receive the opportunity to work on diverse and complex client requests. You will also be able to apply for and be supported for training.
  • Value-driven work environment: you can expect integrity and respect from all your colleagues and your leadership team.
  • Teamwork: an environment where we learn from our mistakes and work together to improve our processes continuously. A no-blame culture where teamwork is important valued and lived daily.
  • Ambition: we are a growing company in which we constantly look for the next opportunity and where all ideas are welcome.

Advertised: GMT Daylight Time
Applications close: GMT Standard Time

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