Client Relationship Manager

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Hargreaves Lansdown

Excited to grow your career?

Our mission is to 'help people save and invest with confidence'. We are looking for great people to join us, so please come and invest in YOUR future at HL.

Workplace Solutions takes the best of HL to a new audience. Expanding HL's reach beyond its traditional client base and into the Workplace.

Our Client Relationship Managers are at the forefront of this, being responsible for the maintenance and development of the relationship with our clients. 
The role of the CRM is to develop exceptional relationships with our employer clients and where applicable, their consultants and potentially their trustees. Providing routine governance support, strategic insight and thought leadership will be essential prerequisites in maintaining and increasing client satisfaction. 

Your technical and legislative knowledge will be tested as you will be assisting clients to meet their regulatory obligations.

Our strategy involves clients requiring services we offer beyond workplace pensions. This role requires subtle but effective sales acumen in order to increase asset flows and fees to HL via client acquisition of additional workplace savings solutions.

Key Duties & responsibilities

Be responsible for managing exceptional front line relationship with a panel of corporate clients, their governance committee and professional advisers. Client loyalty via retention is key a measure of satisfaction and will be a core KPI.
Ensuring the ongoing profitability of a bank of existing clients and tailoring services accordingly.
Providing proactive, routine governance support and the HL point of contact for all employer/ Trustee related service escalations.
Providing employer technical and legislative support to ensure they meet their obligations. Particularly in relation to Automatic Enrolment.
Ensuring regular strategic development and thought leadership discussion takes place, is recorded and actions pursued.  
Intelligent utilisation of Financial Wellbeing Team resources to ensure the business potential and satisfaction of every scheme member is maximised.
Thoughtful collaboration with sales and other customer facing colleagues to solve issues, discuss and prioritise propositional developments and maximise client satisfaction to fully develop business development potential.
Working with administration colleagues to share technical support, experiences, refine procedures and set mutual expectations for client benefit.
Sharing of knowledge and best practices internally to best equip colleagues to succeed.
Maintain accurate records of client meetings.
To operate at all times in a highly professional and ethical manner, reflecting the HL Values.
Maintain up-to-date knowledge of developments within Workplace Solutions and the Workplace Pension Marketplace, to help improve the proposition and maintain on-going professional development.
Be a “go to” person for operations and helpdesk colleagues.

Experience & Skills

Ability to work as part of a team and be extremely capable of working alone.
Relationship development and maintenance skills.
Experience dealing with clients from all walks of life
Outstanding communication skills (written & verbal).
Highly collaborative.


Knowledge of employee benefits to include:  pension accumulation / decumulation strategies.
Understanding of the workplace savings and benefits market .
Knowledge of Automatic Enrolment and the challenges it creates for employers & employees.


Performance-related annual bonus scheme
25* days holiday, plus 8 bank holidays, plus 1 day additional Christmas closure time
Option to purchase up to an additional 5 days holiday each year
Pension scheme - up to 19% contribution
Flexible working options available
Enhanced parental leave benefits
Variety of travel to work schemes, including season ticket loans and cycle to work
Bike storage and shower facilities
Employee assistance programme
Volunteering opportunities
Annual events, activities and sports groups
Smart casual dress policy and dress down Fridays

We know that sometimes the 'perfect candidate' doesn't exist, and that people can be put off applying for a job if they don't tick every box. If you're excited about working for us, and have most of the skills or experience we're looking for, please go ahead and apply. You could be just what we need!

Hargreaves Lansdown is an inclusive employer that values diversity in its workforce. We encourage applications from all individuals without regard to race, religion, gender, sexual orientation, national origin, disability or age.
This role may also be available on a flexible working or part time basis – please ask the Talent Acquisition team for more information.

Please note, we are unable to provide employment sponsorship to candidates.

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Hargreaves Lansdown is an equal opportunities employer and welcomes applications from all sections of the community.

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