Account Associate

Barbara Houghton Associates; City Of London; Hybrid; GBP 30,000 - 40,000; Full time

Job summary

A financial services company is seeking an Account Associate (Financial Education) for a hybrid working role in London. The position involves onboarding new corporate clients, managing client relationships, and supporting financial education initiatives. Candidates should have at least one year of experience in a client support role and a strong interest in financial wellbeing.

Qualifications

• Minimum 1 year of experience in a client support or coordinator role.
• Competent in Microsoft Office (Outlook, Excel, PowerPoint, Word).
• Genuine interest in developing commercial skills.

Responsibilities

• Coordinating the onboarding journey for new corporate clients.
• Assisting with day-to-day relationship management.
• Supporting the creation and delivery of tailored financial education proposals.

Skills

Client support

Microsoft Office

Database management

Financial wellbeing interest

Job description

Our client is seeking an Account Associate (Financial Education) to join their team on a permanent basis. This will be hybrid working.

Responsibilities include:

• Coordinating the onboarding journey for new corporate clients.
• Assisting with day-to-day relationship management across a portfolio of corporate clients and prospects.
• Coordinating meetings, follow-ups and communications with clients, partners, and new business leads.
• Supporting the creation and delivery of tailored financial education proposals and programmes.
• Helping organise and deliver virtual and in-person events, including new client pitches and demos.
• Producing client-facing materials such as agendas, impact reports and feedback summaries.
• Supporting the team with data and insights to track engagement, outcomes, and potential upsell opportunities.
• Collaborating with internal teams to ensure consistent delivery, commercial alignment, and a smooth client journey.
• Keeping the CRM updated and supporting pipeline management activity

Skills and experience:

• Minimum 1 year of experience in a client support or coordinator role (HR/reward facing experience preferable).
• Competent in Microsoft Office (Outlook, Excel, PowerPoint, Word) and database management.
• A genuine interest in developing commercial skills and growing within a client-facing environment.
• A strong interest in financial wellbeing, financial education, or employee benefits.

Note: Only candidates with relevant experience will be considered. We are an equal opportunities employer and welcome applications from all qualified candidates.