Client Relationship Transition Support

At Just we’re a business full of ambition and we currently have a great opportunity to join our Defined Benefits (DB) team as a Client Relationship Transition Support on a permanent basis from our London office.

The Transition team within the Business Development team work with Trustees of DB schemes to ensure a successful transition of data from the quotation process to administration and working with the Trustees of the scheme to ensure a good experience with Just. This role has been created due to the increased number of transitions we are seeing and the role will support the Client Relationship Transition managers in achieving successful transitions and having customer advocates for Just.

You’ll provide logistical support to Transition process and in particular assist in the process for ensuring all schemes/projects are transitioned within the data cleanse period. For example assisting in taking and documenting clear minutes and actions from all meetings with clients.

You will also provide assistance in ensuring that there is clear and detailed transition plans for all projects and provide support to ensure our clients are updated on how the data cleanse is going, flagging any concerns as required.

You’ll assist the client relationship managers to ensure that all data and benefit specification is correct and complete, and in a position such that the pricing team and implementation team are able to complete their processes.

You will support the Client Relationship Managers in respect of MI requirements of the team and support the work required to assess opportunities with our existing clients.

Furthermore you will support the Business Development Managers ahead of Trustee Meetings and pitches in respect of any transition slides and complete all the relevant KYC checks on potential new clients providing support to the wider business development team as required.

Skills Required

•Excellent communication skills – with the ability to communicate information across different media (e.g., telephone, letter, e-mail) at all levels both internally and externally
•Ability to work under pressure whilst maintaining accuracy and quality
•Ability to self-organise to achieve objectives within timescales
•High level of initiative and self-motivation
•Previous Financial Services experience would be beneficial

Contact Details:
Tel: +44 (0)1737 233 001
Contact: Just

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