Associate Consultant

Posted 6 April by The Curve Group Easy Apply

Associate Consultant


Role Summary

The Associate Consultant will provide one to one support to a Client Relationship Manager (CRM); providing exceptional customer service to your joint portfolio of customers. Enable the CRM to deliver revenue and customer retention targets. Assist the broader team as required to achieve team goals.

About us

My client is one of the world's leading providers of insurance, reinsurance and employee benefits related advice, brokerage and associated services. Their client proposition is built upon our deep specialist knowledge, client advocacy, tailored advice and service excellence. Together, they place our clients first, champion independent thinking and expect to be judged on the results we deliver. With offices in 40 territories and more than 10600 employees supported by their International Network enabling them to offer risk management and employee benefit solutions in 135 countries.

Key responsibilities

  • Take ownership of delivery of client plan agreed by CRM
  • Prepare the CRM for meetings with customers
  • Make sure meeting actions are initiated within agreed service levels
  • Meet any agreed service levels as specified in the Service Specification
  • Attend customer meetings and present agreed components of the governance report
  • Prepare invoicing for CRM sign off and assist with debt management
  • Support with dedicated portfolio
  • Assist other CRMs in the team when workload demands as required by the Head of Workplace Savings LCC
  • Prepare all Client reports for the CRM including Governance packs
  • Undertake provider reviews and prepare recommendation reports for customers

Experience and Educational requirements


  • Educated to degree level or equivalent
  • Financial services experience gained in a similar role
  • Excellent communication skills, both verbal and written


  • Studying for a recognised professional qualification

Additional Details

My client offer a highly attractive reward packages. They are aware of how integral our employees are to our progress, so ensure that everyone shares in that success. Whilst this varies from company to company within the group in the UK, typical benefits can include:

  • Employee share schemes
  • Flexible Benefit Scheme (called Choices)
  • Generous holiday entitlement
  • Pension Plan
  • Private healthcare scheme

My client aims to be an equal opportunities employer and we would like to encourage applications from all the community, irrespective of race, religion, gender, disability, age or sexual orientation.

Reference: 34846102

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