The Coast Partnership Ltd
London, UK
My client a very successful and long standing Wealth Manger is currently looking for Account Manager to join the team. The Account Manager is responsible for the full administration of Workplace Pensions and will deal with all scheme administration, namely: processing of new entrants, leavers and retirees update and process monthly pension schedules uploading of pension schedules on provider websites processing of risk claims relating death, health and disability Arranging group client appointments and meetings for the consultant Process renewals. Compile and complete annual Client reviews. Be proactive in suggesting and creating improved and efficient working methods. Provide general administrative support. Record client and policy information and on to back-office systems. Provide effective delivery of information and communication to clients. Prepare scheme reports and attend client meetings. Provide a pro-active service and a high standard of...
