Client Services Manager, Pension Administration
Description du poste
Texte original importé depuis Reed
At Gallagher Benefit Services, you’re a trusted partner to organizations navigating some of their most important people decisions. We help clients build better workplaces, where people feel supported, empowered, and inspired to thrive. Whether it’s shaping benefit strategies, designing wellbeing programs, or advising on workforce challenges, the work you do here creates meaningful change for businesses and the people who power them. We’re a community of bold explorers, trusted experts, and compassionate partners; working side by side to solve problems, and shape the future of work. Here, curiosity is encouraged, collaboration is second nature, and your ideas have room to grow. If you’re looking for a place where your contribution matters and where you can help build a better world of work; think of Gallagher.
Overview
Join Gallagher, where our dedication to excellence and passion for making a difference unite us. As a Client Services Manager (known internally as a 'Client Executive') in our Pension administration business, you’ll be at the heart of fostering meaningful client relationships, delivering exceptional service, and driving innovation to enhance and expand our offerings—all within a supportive and collaborative team that champions integrity and innovation.
In this position, you will serve as the primary contact for a portfolio of clients, working closely with them to understand their unique requirements and deliver bespoke solutions. Partnering with our Pensions Operations team, you’ll ensure the seamless delivery of services, consistently exceeding client expectations. By creating strategic account plans and identifying opportunities for growth, you’ll support clients in achieving their objectives while driving Gallagher’s continued success. Additionally, you’ll uphold regulatory compliance and champion a culture of continuous improvement.
How you'll make an impact
- Cultivating and maintaining strong relationships with clients, including Trustees and Pension Managers.
- Overseeing service delivery to ensure exceptional client satisfaction.
- Identifying opportunities for growth, including cross-selling and upselling.
- Collaborating with internal teams to provide a seamless and efficient service.
- Ensuring adherence to pension and FCA regulatory requirements."
About You
- Comprehensive knowledge of pensions legislation and scheme administration.
- Excellent communication skills, with the ability to convey complex information clearly and effectively, whether in writing, over the phone, or through presentations.
- Exceptional organisational abilities to prioritise tasks and meet deadlines efficiently.
- A strong dedication to delivering outstanding customer service and enhancing client experiences.
- A collaborative approach, with a focus on teamwork, innovation, and continuous improvement.
- Proficiency in Microsoft Office, coupled with a willingness to adapt to and learn new systems.
- A steadfast commitment to ethical practices and doing the right thing.
#LI_TM2
Compensation and benefits
On top of a competitive salary, great teams and exciting career opportunities, we also offer a wide range of benefits.
Below are the minimum core benefits you’ll get, depending on your job level these benefits may improve:
- Minimum of 25 days holiday, plus bank holidays, and the option to ‘buy’ extra days
- Defined contribution pension scheme, which Gallagher will also contribute to
- Life insurance, which will pay 4x your basic annual salary, which you can top-up to 10x
- Income protection, we’ll cover up to 50% of your annual income, with options to top up
- Health cash plan or Private medical insurance
Other benefits include:
- Three fully paid volunteering days per year
- Employee Stock Purchase plan, offering company shares at a discount
- Share incentive plan, HMRC approved, tax effective, stock purchase plan
- Critical illness cover
- Discounted gym membership, with over 3,000 gyms nationally
- Season ticket loan
- Access to a discounted voucher portal to save money on your weekly shop or next big purchase
- Emergency back-up family care
- And many more…
We value inclusion and diversity
Inclusion and diversity (I&D) is a core part of our business, and it’s embedded into the fabric of our organisation. For more than 95 years, Gallagher has led with a commitment to sustainability and to support the communities where we live and work.
Gallagher embraces our employees’ diverse identities, experiences and talents, allowing us to better serve our clients and communities. We see inclusion as a conscious commitment and diversity as a vital strength. By embracing diversity in all its forms, we live out The Gallagher Way to its fullest.
Gallagher is Disability Confident Committed. We have pledged to make sure our recruitment process is inclusive and accessible, in addition to supporting our existing employees with any long-term health conditions or disabilities.
We understand that applicants may have disabilities, if you do, you may find some parts of the recruitment process more challenging than others. Don’t worry, we’re here to help, however, we can only do this if you let us know.
Should you require reasonable adjustments to your application, please get in touch with . If you’d prefer to speak on the phone, please request a call back, leaving details, so we get in touch.
Our employing entity, Arthur J. Gallagher Services (UK) Limited, is proud to be accredited as a Living Wage employer with the Living Wage Foundation. We are committed to diversity and opportunity for all and are opposed to any form of less favourable treatment on the grounds of gender or gender identity, marital status, civil partnership status, parental status, race, ethnicity, colour, nationality, disability, sexual orientation, religion/ belief,Compétences clés extraites
Notre IA a analysé l'offre pour identifier les compétences attendues.
Nos conseils pour postuler
5 recommandations générées par notre IA pour maximiser vos chances.
⭐ Lead your Personal Statement with explicit pension administration experience, as the advert names 'Comprehensive knowledge of pensions legislation and scheme administration' as a core requirement.
📊 Quantify your client portfolio: e.g. 'Managed a portfolio of 18 occupational pension scheme clients, maintaining 97% satisfaction scores over 3 years'.
🎯 Explicitly reference Trustee and Pension Manager relationships in your CV experience bullets, as the advert specifically names these stakeholder groups.
🌐 Highlight any FCA compliance or regulatory reporting experience in a dedicated 'Key Achievements' section, as regulatory adherence is called out as a distinct responsibility.
🤝 Include a bullet on cross-selling or upselling outcomes (e.g. 'Identified and converted 6 upsell opportunities, generating £120k in additional annual revenue') to align with the growth-driving remit.
Bullets CV suggérés
3 bullets générés par notre IA pour cette offre, alignés sur ses mots-clés ATS.
Ajoutez ces 3 bullets sous votre expérience la plus récente :
- •Managed a portfolio of 15 occupational pension scheme clients, achieving a 96% client satisfaction score across annual review cycles and zero regulatory breaches over 2 years.
- •Developed and executed strategic account plans for 8 Trustee-governed schemes, identifying 5 upsell opportunities that generated £95,000 in incremental annual revenue.
- •Led FCA compliance audit preparation for 12 pension administration clients, coordinating cross-functional teams to resolve 100% of identified gaps within a 6-week remediation window.
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Votre lettre de motivation est prête
Nous avons rédigé une lettre pour Appcast Enterprise. Découvrez l'ouverture, puis débloquez la version complète personnalisée.
Aperçu — adapté à Appcast Enterprise
Dear Hiring Manager,
Gallagher Benefit Services' reputation for partnering with Trustees and Pension Managers on complex scheme administration is precisely the environment in which I want to develop my career — which is why the Client Services Manager role in Bristol immediately stood out. I bring hands-on experience in pension scheme administration, FCA regulatory compliance, and managing multi-client portfolios, all of which align directly with the responsibilities outlined in your advert.
My background in pension administration client management has equipped me to build trusted relationships with Trustees and Pension Managers, construct strategic account plans, and collaborate with operations teams to ensure seamless service delivery. I have a consistent record of identifying growth opportunities within existing client portfolios, contributing to both client retention and revenue expansion.
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Questions probables d'entretien
10 questions générées à partir de cette offre.
Techniques
- ›How do you ensure ongoing compliance with FCA regulatory requirements within a pension administration client portfolio?
- ›Walk us through how you would construct a strategic account plan for a new occupational pension scheme client.
- ›What experience do you have with pension scheme administration systems, and how have you adapted to new platforms?
- ›How do you manage service delivery across multiple internal teams to meet client SLAs in pension administration?
- ›Describe your approach to identifying cross-selling or upselling opportunities within an existing pension client base.
Comportementales
- ›Tell me about a time you managed a difficult Trustee or Pension Manager relationship and turned it around.
- ›Describe a situation where you identified a compliance risk in a client account and how you resolved it.
- ›Give an example of when you collaborated with an operations team to deliver a complex client solution under pressure.
- ›Tell me about a time you introduced a continuous improvement initiative that measurably enhanced client service.
- ›Describe a situation where you had to convey complex pension or regulatory information to a non-specialist client audience.
Exemples de réponses STAR
Réponses modèles avec la méthode Situation-Tâche-Action-Résultat. À adapter à votre vécu.
Tell me about a time you managed a difficult Trustee or Pension Manager relationship and turned it around.
Tell me about a time you introduced a continuous improvement initiative that measurably enhanced client service.