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Corporate Pension Relationship Assistant
Mandatory
Posted: By:Hiring Kenya
Company Details
Name:Britam
Industry:
Banking
Website:
https://www.britam.com/
Description:
Britam is a leading diversified financial services group with a presence in Africa. Headquartered in Nairobi, Kenya, the company offers a wide range financial products and services designed to enhance the financial well-being of its clients. Britam provides insurance, asset management, banking, and property solutions to individual and corporate customers. With a commitment to innovation and customer satisfaction, Britam leverages its extensive expertise and regional presence to deliver tailored financial solutions. The company is dedicated to empowering its clients to achieve their financial goals through strategic partnerships and a deep understanding of the market. For more information about Britam and its offerings, visit their website at www.britam.com.
Job Description
Job Purpose
- Manage assigned low-tier customer portfolios and provide administrative and operational support to the Relationship Management team to ensure efficient service delivery, timely reporting, and smooth execution of pension scheme operations.
Key Responsibilities
- Own the planning and delivery of customer engagement forums for the assigned portfolio, ensuring effective stakeholder engagement.
- Act as the first-line support for basic client inquiries and escalate unresolved issues.
- Liaison between customers and the relevant pension operations team to ensure all customer queries / requests are attended to within the set timelines.
- Prepare meeting packs, presentations, and logistics for member education forums, AGMs, and trustee engagements.
- Develop customer communications, training manuals and write-ups in reference to Retirement Benefits.
- Coordinate customer technology training logistics (invites, follow-ups, attendance registers).
- Coordinate Board of Trustee Meetings and Annual General Meetings for Income Drawdown Plan, Individual Plans and Umbrella Plans.
- Continuously engage in contribution and arrears collections as well as in suspense balances clearance.
- Develop routine reports and ensure accuracy before submission.
- Review documentation from customers and raise requests in the CRM (Customer Requests Management) system for tracking and resolution by relevant parties.
- Facilitate provision of necessary information and data required during scheme audits.
- File scheme compliance documents such as governance policies, Investment Policy statements, Trust deeds and rules, and contracting out documents with the Retirement Benefits Authority.
- Attend to walk in customers under the employer sponsored schemes.
- Perform any other duties as may be assigned from time to time.
- Delegated Authority: As per the approved Delegated Authority Matrix.
Knowledge, experience and qualifications required
- Bachelor’s degree in a business-related field.
- 1 - 2 years’ experience in pensions, financial services, or relationship management.
- Knowledge of RBA regulatory requirements and pension industry concepts.
Salary: KES Not specified
Otherpay: Benefits
Education: Diploma
Employment Type: Full Time
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