Account Associate

JR United Kingdom; City Of London; Hybrid; GBP 30,000 - 40,000; Full time

Job summary

A financial services company in London seeks an experienced Account Associate (Financial Education) to coordinate onboarding for new clients and assist in relationship management. This hybrid role requires strong organizational skills and experience in managing client relationships. Ideal candidates will have a passion for financial education and excellent communication skills.

Qualifications

• Experience in financial education is preferred.
• Strong relationship management skills.

Responsibilities

• Coordinate onboarding journey for new clients.
• Assist with relationship management across client portfolio.
• Organize meetings and communications with clients.

Job description

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Account Associate, london (city of london)

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Location:

london (city of london), United Kingdom

Job Category:

Other

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EU work permit required:

Yes

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Job Views:

2

Posted:

14.08.2025

Expiry Date:

28.09.2025

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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 (but not limited to):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 w...