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Administrator - Employer Solutions - Customer Relations

Purpose of the role:

Responsible for assisting the Participant Relationship Managers with their portfolios of high-net-worth individuals covering the spectrum of Employer Solutions’ service lines - pension and retirement plans, employee benefit trusts and deferred compensation plans. 

Responsibilities:

  • Assist in maintaining relationships with UHNW and HNW participants
  • Receive, action and respond to client and participant queries in a timely manner
  • Liaise with intermediaries to ensure transactions are concluded with appropriate paperwork in place
  • Assist with client and participant queries
  • Document trustee and directors decision making
  • Assist with the administration of client companies
  • Adhere to risk & associated compliance procedures in relation to regulatory requirements and AML legislation
  • Preparation of asset statements for UHNW and HNW participants
  • Attendance at client calls, and meetings, and dealing with associated action points
  • Running a contact programme for non-HNW plan members, in conjunction with the Comms Team
 

Performance and reward (EBT)

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