Part Time Customer / Membership Engagement Executive - Trade Association

Zoek Pin London, Greater London, England

£35,000 - £40,000 Pro-rated (22.5 Hours Per Week)

Permanent (Full time)

Posted 8 days ago

Excellent opportunity for a Membership Engagement Executive to join the team where you’ll be providing a first class frontline customer service to members and stakeholders. Established in 1923 our mission is to help everyone achieve a better income in retirement.

Role Info:

Customer/ Membership Engagement Executive - Part Time - 14 Month FTC Maternity Cover
£35,000 - £40,000 Pro-rated ( Hours Per Week)
Flexible work pattern, (Apart from the first month when a 3 day (Mon - Wed) working week will be required for handover purposes). Currently all staff are working remotely from home and there will be the option to incorporate working from home when our office re-opens (September 2021 at the earliest).
Plus up to 15% Company Pension, Life Assurance, Income Protection, 27 days annual leave, access to flexible working

Who are we:

We work to get more people and money into retirement savings, to get more value out of those savings and to build the confidence and understanding of savers.

We represent:

+ Over 1,300 pension schemes with 20 million savers. These include defined benefit, defined contribution, master trusts and local government funds.
+ £1trillion in assets
+ Some 400 businesses which provide essential services and advice to UK pensions providers.

We bring together the industry and other parties to raise standards, share best practice and support our members. We work collaboratively with members, government, parliament, regulators and other stakeholders to help build sustainable policies and regulation which deliver a better income in retirement.

The Membership Engagement Executive role:

Reporting to the Head of Membership and Engagement you’ll provide a first class frontline customer service to members and stakeholders and to maintain the membership database.

Key Responsibilities:

+ Monitor and maintain the membership database so that it is always up to date (contacts, company names, mergers, etc.)
+ Be the first point of contact for incoming enquiries from members and potential members, and ensure that these are dealt with promptly.
+ Lead the membership renewal process, working with the Finance team and other colleagues. Manage all routine chasing processes, and work with colleagues to collect subscriptions as quickly as possible.
+ Process new member applications including due diligence checks and sending welcome packs.
+ Provide routine and ad hoc statistical information and analysis about membership to support the work of colleagues.
+ Work closely with other members of the Membership Engagement team to identify and implement better ways of working.
+ Be the Membership expert (Super User) in the use of Fonteva/Salesforce CRM.
+ Support the Membership Engagement team by setting up meetings with members and similar administrative tasks.
+ Any other duties may be required from time to time.

Essential Experience/Knowledge:

+ Experience of working in a customer/ member facing role.
+ Experienced in Microsoft applications and contact database systems, including defining and producing reports.


+ Experience of Salesforce CRM.
+ Intermediate Excel skills.
+ Experience of the financial services sector, and of working with memberships and related data would be an advantage.
+ Experience of working with an email marketing solution.

Key Skills & Personal Attributes:

+ You’ll have excellent communication skills, written and oral, including good telephone manners and tenacity.
+ Able to work with limited supervision, managing own workload.
+ Able to work flexibly on multiple tasks.
+ Strong attention to detail.

Sounds like a good fit? Apply here for a fast-track path to the Hiring Manager.

Application notice... We take your privacy seriously. When you apply, we shall process your details and pass your application to our client for review for this vacancy only. As you might expect we may contact you by email, text or telephone. Your data is processed on the basis of our legitimate interests in fulfilling the recruitment process. Please refer to our Data Privacy Policy & Notice on our website for further details.

If you have any pre-application questions please contact us first quoting the job title & ref. Good luck, Team RR.

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