Client Relationship Manager/Assistant Manager, Fiduciary

Contact Email: hello@source.gg
Contact Telephone: 01481 701616
Job Reference: SOURCE-17347
Job Location: Guernsey

An experienced relationship manager is required to work with Guernsey based employers who participate in pension products provided by this multi jurisdictional business.
Working closely with the business development and on boarding/implementation teams the role holder will take responsibility for account management of employers' pensions post sale and become the key point of contact for employers during the lifecycle of their relationship with the business.

The role holder will also assist employers in understanding the operation of their pension plan and their responsibilities thereunder; keep employers updated with all relevant procedural and statutory, fiscal, legislative and regulatory requirements and ensure the administration teams are kept abreast of all relevant developments pertaining to the employer and its employees in order that they can correctly administer the pension plan.

Candidates should have 5-10 years’ experience working in a financial services business, specifically fiduciary or pensions experience is advantageous but not essential.

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