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Corporate Account Manager

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THE ROLE

This role will appeal to account managers who have good technical knowledge of corporate schemes and have a proven track record of developing corporate client relationships. This role will also appeal to experienced administrative professionals looking to take their next step in their career.

You will have experience of working within the financial services sector, preferably working within a corporate or employee benefits environment.

You will work closely with Corporate Consultants, Senior Managers and administrative professionals to ensure all clients are provided with the highest level of service whilst ensuring all service level documentation is agreed and is in accordance with business standards.

Full training and support will be given.

RESPONSIBILITIES

  • Develop relationships with Chase de Vere key account customers and effectively communicate the Chase de Vere proposition.
  • Be the main point of contact for Chase de Vere corporate clients, liaising with key stakeholders and resolving issues in a consistent and professional manner
  • Assist clients to complete scheme documentation, including new pension joiners and Inland Revenue documentation
  • Adhere to agreed service levels ensuring excellent customer service levels are met
  • Liaise with product providers to answer queries on behalf of our clients
  • Ensure all corporate agreements are up to date and all administration is in accordance with business standards
  • Regularly review client schemes and ongoing business with the Corporate Senior Manager

EXPERIENCE & SKILLS

  • Relevant Industry Experience
  • Working towards Level 4 Diploma Status
  • Have secured GR1 or an alternative Group Risk or Pension qualifications
  • Excellent relationship and account management experience
  • Driven and ambitious with effective negotiation skills

OUR VALUES

  • Be Reliable
  • Think Independently
  • Create Confidence

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