Client Relationship Management

5 days ago

Mount Victoria, New Zealand Mercer Full time

**Client Executive - Workplace Savings**

**What can you expect?**

We offer the opportunity to join a company that is not only winning, but is transforming in the most exciting way possible. Our CEO, Martin Lewington, is dedicated to Mercer New Zealand being a “people first” culture. This means that great performers are greatly rewarded. We pride ourselves on providing outstanding career development, learning opportunities, financial rewards and we are committed to making your journey with us FUN.
- _ Prestigious Auckland CBD Location or Wellington CBD _
- _Great Package _
- _Great time to join this global organisation in Growth Phase _

**What is in it for you?**

At Mercer, we recognise that our most important asset is our people. We offer benefits and programs that support career development such as professional development support, exam and study assistance and global rotation opportunities which will support and nurture you with opportunities to reach your full potential. We also recognise the value of healthy, happy colleagues and promote a culture of care and wellbeing, offering benefits such as flexible working and much more
- A highly flexible hybrid working environment, including the option of working part time
- Professional environment where your career path really matters and is supported in our global organisation
- Great team environment with energetic and supportive colleagues
- Genuine work life balance

**We will count on you to**:
The Client Executive, Workplace Savings is responsible for establishing a clear understanding of client needs and priorities, and for achieving client retention, sales and revenue growth. The Client Executive is responsible for managing and growing a portfolio of client relationships, primarily employers who participate in the Mercer Super Trust (MST) or who have appointed Mercer as their preferred KiwiSaver provider.

The role has a broad focus, and awareness of the employee benefits landscape (including workplace savings) is required. The Client Executive, Workplace Savings will assist to broaden the scope of our relationship with clients, by making introductions to other Mercer and MMC services. There will be the opportunity to assist the development and implementation of initiatives that differentiate Mercer from other providers.

**Responsibilities;**

**Account Management**
- Manage an assigned group of workplace savings clients through understanding their business and people strategies and act as conduit and face of Mercer to the client, providing visibility of Mercer within the client organisation.
- Develop and execute an account plan for each client, manage the commercial aspects of relationships and maintain accurate client records e.g. by regular and accurate billing, and through maintaining client contact details and opportunities within Mercer Force.
- Partner with other Mercer teams and actively promote Mercer services and products to clients and their employees.

**Business Development**
- Identify opportunities where Mercer or other MMC operating companies can provide value and solutions and introduce solutions and services that respond to the client’s needs and priorities.
- Assist with the preparation of client proposal documents (and assist other MMC operating companies by providing relevant content).
- Provide progress reports (as requested) on client proposals being prepared or under consideration.

**Service delivery**
- Act as a trusted advisor for each client, delivering advice, solving client issues and bringing in specialists as necessary
- Provide support to Mercer teams and colleagues, to ensure services and projects are coordinated across Mercer and delivered to meet client expectations.
- Attend and contribute to client meetings as required.
- Deliver client and customer presentations, facilitate discussions and respond to their enquiries
- Ensure all clients are kept abreast of regulatory changes and other relevant developments.

**What you need to have**:
**Education**
- Relevant tertiary qualifications in finance, business or a related discipline is preferred.

**Experience**
- Two to five years client relationship management experience, ideally in a financial services or related services organisation.

**Knowledge & Skills**
- Knowledge of KiwiSaver, superannuation, employee benefits, funds management, insurance market and industry.
- Well-developed communication, presentation and interpersonal skills - oral and written.
- Consulting and relationship management skills, at the individual and corporate level.

**About Us**:

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