Client Executive - Retirement Funds - EB Consultant

SUMMARY:
Client Executive - Retirement Funds - EB Consultant

POSITION INFO:

Client Executive – Retirement

Key Performance Areas

• Consult to a portfolio of clients including both umbrella and stand-alone clients
• Provision of appropriate advice, excellent client service and project management to ensure the smooth running of the client base
• Establish a relationship with key decision makers and Trustees/ management committee members
• Ensure Service Level Agreements are on file for all clients and services are provided in line with SLA
• Develop an annual year plan for each client and ensure adherence to deliverables
• Review agendas for trustee/management committee meetings and ensure distribution in line with SLA
• Attend trustee/management committee meetings and other adhoc meetings as required
• Review minutes of meetings and ensure that they are distributed in line with SLA
• Ensure matters arising from meetings are actioned timeously
• Review and present risk and administration re-brokes
• Procure Fidelity Guarantee Insurance for trustees, where necessary
• Attend regular meetings with administrators/service providers regarding status of funds
• Negotiate with insurers/service providers
• Identification of cross-sell and up-sell opportunities within client base
• Attend regular meeting with team to discuss workflow and problem areas
• Coaching and development of junior team members
• Assist in formulation and implementation of best practice

Minimum Qualification

• A three year related qualification
• Further studies an advantage

Experience

• Minimum five years’ experience in a retirement fund consulting role preferably with exposure to stand alone funds

Other requirements

• Drivers licence and own transport

Skills required

• Interpersonal skills
• Problem solving
• Conflict management
• Planning and organising skills
• MS Office with Word, Excel and PowerPoint skills
• Passion for technical issues and industry developments
• Good attention to detail

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