Full-Time

Client and Operations Manager

Confirmed live in the last 24 hours

Aptia

Aptia

1,001-5,000 employees

Pension and employee benefits consulting services

Consulting
Financial Services

Senior

Dorking, UK

Hybrid position requiring work from Aptia office in Leatherhead and from home.

Category
Customer Success Management
Sales & Account Management
Requirements
  • Understanding of the complexities of the pension scheme administration.
  • DB specialist knowledge.
  • Experience of working for/with clients in the third-party administration environment.
  • Experience of delivering in a targeted environment, and an understanding of managing costs to ensure profitability.
  • Excellent leadership, communication, and interpersonal skills.
Responsibilities
  • Responsibility for account management of a specified number of key clients.
  • Overseeing day-to-day client and operational activities of such accounts, based on an agreed set of KPIs.
  • Understanding and meeting client needs effectively, managing risks and adhering to procedures.
  • Leading the growth of the portfolio of clients' revenue and contribution lines aligned with internal targets set by the Client Portfolio Leader.
  • Driving service delivery in order to meet and exceed operational KPIs.
  • Ensuring client retention and avoid attrition.
  • Improving operational effectiveness.
  • Managing costs and provide necessary financial information for business and audits.
  • Operating as a commercial lead for clients, implementing creative financial and contractual constructs as appropriate.

Aptia provides pension and employee benefits solutions to organizations, helping them manage retirement planning and employee benefit programs. Their services include designing and managing pension plans, ensuring compliance with legal requirements, and optimizing cost-effectiveness. Aptia also offers consulting on health and wellness programs, insurance plans, and other employee perks to enhance satisfaction and retention. What sets Aptia apart is their client-centric approach, focusing on building long-term relationships and delivering expert advice tailored to each client's needs. Their goal is to ensure that benefit programs are compliant, cost-effective, and aligned with the broader business objectives of their clients.

Company Stage

Growth Equity (Non-Venture Capital)

Total Funding

N/A

Headquarters

London, United Kingdom

Founded

2023

Growth & Insights
Headcount

6 month growth

8%

1 year growth

38%

2 year growth

0%
Simplify Jobs

Simplify's Take

What believers are saying

  • Growing demand for personalized benefits solutions enhances employee satisfaction and retention.
  • Interest in sustainable investments within pension plans attracts environmentally conscious clients.
  • Digital platforms and AI in benefits administration offer innovation opportunities for Aptia.

What critics are saying

  • Increased competition from modernized HR outsourcing firms pressures Aptia to innovate quickly.
  • New U.S. President Jeff Williams may disrupt existing client relationships or processes.
  • Bain Capital Insurance's involvement may pressure Aptia for financial performance, affecting strategy.

What makes Aptia unique

  • Aptia specializes in comprehensive pension and employee benefits solutions tailored to client needs.
  • The firm excels in designing compliant, cost-effective, and sustainable pension plans.
  • Aptia offers a client-centric approach, focusing on long-term relationships and personalized service.

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Benefits

Professional Development Budget

Hybrid Work Options