Corporate Pension Relationship Assistant

About the role

The Corporate Pension Relationship Assistant will manage low‑tier customer portfolios and provide essential administrative and operational support to the Relationship Management team. This role ensures efficient service delivery, timely reporting, and smooth execution of pension scheme operations for corporate clients in Kenya.

Key responsibilities

• Plan and deliver customer engagement forums, ensuring effective stakeholder interaction.
• Serve as first‑line support for basic client inquiries and escalate unresolved issues.
• Liaise between customers and pension operations teams to meet query timelines.
• Prepare meeting packs, presentations, and logistics for member education forums, AGMs, and trustee engagements.
• Develop customer communications, training manuals, and write‑ups on Retirement Benefits.
• Coordinate technology training logistics, including invitations and attendance tracking.
• Organise Board of Trustee Meetings and Annual General Meetings for various pension plans.
• Engage in contribution and arrears collections and clear suspense balances.
• Produce routine reports, ensuring accuracy before submission.
• Review customer documentation and raise requests in the CRM system for tracking and resolution.
• Facilitate provision of information for scheme audits and file compliance documents with the Retirement Benefits Authority.
• Assist walk‑in customers under employer‑sponsored schemes and perform other assigned duties.

Required profile

• Bachelor’s degree in a business‑related field.
• 1–2 years of experience in pensions, financial services, or relationship management.
• Knowledge of Retirement Benefits Authority (RBA) regulatory requirements and pension industry concepts.

Required skills

• CRM (Customer Requests Management) system proficiency.