Associate Client Manager

We’re looking for an engaging, organised and people‑focused Associate Client Manager to join our expanding Client Management team. You’ll work closely with Client Managers at all levels to support and develop a portfolio of existing corporate clients—helping their employees understand and maximise their pension and wider benefits packages.

This role is ideal for someone with strong client‑facing experience who wants to build a career in employee benefits, pensions, and financial education.

Responsibilities:

• Manage a smaller portfolio of corporate clients, building strong long‑term relationships.
• Deliver 1:1 consultations, group presentations, and employee engagement activities
• Provide clear and accurate pension and benefits guidance to employees
• Support with onboarding new clients and delivering corporate engagement projects
• Identify opportunities for upsell, renewals, and cross‑selling into the wider Omny Group
• Maintain excellent communication both remotely and in‑person
• Assist senior colleagues with client strategies and operational delivery

The successful candidate will be able to demonstrate the following:

• 2–3 years’ experience in a customer‑facing role
• Strong communication skills and confidence presenting to groups
• Highly organised and able to work autonomously
• Educated to A‑level standard
• Willingness to work towards QCF Level 4 qualification
• Comfortable using MS Teams and delivering client sessions both virtually and in person
  
  

In return we are offering:

• A competitive base salary of £40,000 plus bonus
• 25 days holiday plus 8 bank holidays
• 35-hour working week Monday – Friday
• Group life assurance
• Group critical illness
• Private medical cover (after 12 months of employment, single cover funded for employee only)
• Mental health support
• Discounted gym membership
• Pension (auto-enrolment after 3 months) contributions are employee – 4% and company 4%

If you're excited by the idea of joining a growing consultancy where your success is recognised and rewarded, we'd love to hear from you.

Interested? Then APPLY now for immediate consideration.