Job Description
Build and maintain strong client relationships to ensure satisfaction and confidence in the company’s pension services. Act as the primary liaison between Boards of Trustees, scheme members, service providers, and regulatory bodies, including the Retirement Benefits Authority (RBA) and Kenya Revenue Authority (KRA). Address client inquiries, resolve issues, and provide guidance on pension-related matters, work closely with internal teams to ensure effective service delivery and regulatory compliance.
Job Industry
Job Salary Currency
Job Salary Fixed
NoKey Deliverables
Client Relationship Management:
- Build and nurture strong, long-lasting relationships with clients.
- Understand client’s unique pension needs and provide tailored solutions.
- Act as the main point of contact for clients, addressing inquiries and concerns promptly.
- Collaborate with internal teams to ensure seamless service delivery.
Pension Industry Expertise:
- Develop and maintain a deep understanding of pension regulations, policies, and industry trends.
- Provide clients with expert guidance on pension plan options, investment strategies, and retirement planning.
- Facilitate the onboarding process for new clients, ensuring a smooth transition and understanding of services.
- Conduct client education sessions on pension plans, benefits, and any changes in regulatory environment.
Issue Resolution:
- Proactively identify and address client issues, collaborating with the pension administration team and other internal departments to ensure timely resolution.
- Investigate and resolve complex client inquiries related to pension administration.
Communication and Reporting:
- Prepare and present periodic reports on scheme performance, account status, and key developments.
- Keep Trustees informed of regulatory and policy changes affecting their schemes.
- Provide management with client feedback and recommendations to improve processes and service delivery.
Compliance:
- Oversee pension scheme service delivery to achieve agreed performance, quality, and customer care standards.
- Coordinate with the Fund Accounting team to ensure the timely preparation and filing of audited scheme financial statements in accordance with statutory requirements.
- Ensure compliance with applicable pension regulations, statutory obligations, and ISO standards, including timely closure of audit findings and non-conformities.
Business Development & Growth:
- Participating in business development to ensure growth of the pension book as per the department’s budgets and organizations’ goals.
- Ensure that all client debt is collected within 60 days of being invoiced. This involves ensuring that all clients pay competitive fees.
Essential Qualities
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Knowledge And Skills Required EXPERIENCE
KNOWLEDGE AND SKILLS
Professional and Academic Qualifications
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Application Process
Interested and qualified? Go to Minet Kenya on hr.minet.co.ke to apply