Corporate Pension Relationship Associate at Britam

Key Responsibilities

• Continuously engage in contribution and arrears collections and also in Suspense clearance.
• Ensure the Schemes under the managed portfolio meets all regulatory Compliance requirements of the Retirement Benefits Authority (RBA) and all RBA compliance documents are maintained.
• Develop customer communications, training manuals and write-ups in reference to Retirement Benefits.
• Liaison between corporate customers and corporate pension operations team to ensure all customer queries / requests are attended to within the set time lines.
• Conduct frequent and regular check-ins, Member educations, with assigned Corporate Customers, ensuring their continued satisfaction and strategic alignment with the services while providing clients with industry expertise.
• Continually evaluate customer needs and ensure sustained customer engagements and Keep abreast of customers account activity.
• Ensure corporate customers onboarded (continuing customers) have all the required KYC updated and all the scheme contact persons KYC is continually provided for update.
• Ensure that all schemes BOT’s and AGM’s are held and attended to and a record of the meeting file notes is maintained.
• Constantly liaising with service providers such as scheme custodians, Finance department and investment managers to ensure that set timelines are achieved in relation to member benefits.
• Offer technical knowhow to the front office teams handling pension clients.
• Confirm the status of new accounts on the system and ensure introductory meetings to corporate pension customers are held with the pension sales team.
• Facilitate preparation of scheme financial statements, and act as liaison between trustees, and other service providers during the process.
• Perform any other duties as may be assigned from time to time.

Key Performance Measures

• As described in your Personal Score Card.

Knowledge, Experience And Qualifications Required

• Bachelor’s Degree in business related field.
• 2- 4 years’ experience in similar position.