Manage a portfolio of Retirement & Savings clients, delivering outstanding service while supporting team performance, client retention and operational excellence.
Key responsibilities:
⭐ Manage client relationships and deliver high-quality Retirement & Savings administration
⭐ Process client requests, documentation and CDD accurately and within agreed service levels
⭐ Monitor debtors, fees and KPIs, ensuring timely follow-up and issue resolution
⭐ Work collaboratively across teams and support process improvements and projects
⭐ Promote excellent customer service and contribute to team development and business growth
What you’ll need:
⭐ Experience with insurance or retirement & savings products (preferred)
⭐ Strong customer service, communication and problem-solving skills
⭐ Organised with excellent time management and attention to detail
⭐ Good Microsoft Office skills and a proactive, client-focused approach
Why join:
⭐ Manage an established client portfolio in a collaborative environment
⭐ Contribute to process improvements and business transformation
⭐ Build long-term client relationships while developing your career
