Account Manager

Barbara Houghton Associates; City Of London; Hybrid; GBP 40,000 - 55,000; Full time

Job summary

A leading recruitment agency is seeking an experienced Account Manager (Financial Education) to join their team in London. The role involves managing client relationships, delivering customised financial education programmes, and ensuring client satisfaction. Ideal candidates will have a minimum of 2 years in client management and a strong interest in financial education. This position offers a hybrid working arrangement.

Qualifications

• Minimum 2 years' experience in a client management or B2B service delivery role.
• Strong account management and negotiation skills required.
• Competent in Microsoft Office and database management.

Responsibilities

• Lead the onboarding journey for new clients.
• Manage day-to-day client relationships.
• Scope and coordinate delivery of financial education programmes.
• Organise virtual and in-person sessions.

Skills

Client management

Strategic thinking

Organisational skills

Negotiation

B2B opportunity identification

Microsoft Office

Job description

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

Responsibilities include:

• Leading the onboarding journey for new corporate clients, ensuring a smooth and professional introduction to the Client.
• Managing day-to-day client relationships across a portfolio of mid-size and enterprise accounts.
• Acting as a key point of contact for HR and Reward stakeholders, ensuring client satisfaction and ongoing alignment with their wellbeing strategies.
• Scoping, shaping and coordinating the delivery of customised financial education programmes.
• Leading the organisation of virtual and in-person sessions, presentations and workplace events.
• Producing high-quality materials including proposals, impact reports, insight summaries and client comms.
• Working with internal delivery teams to ensure programme consistency and quality at every stage.
• Monitoring engagement data and programme outcomes to inform ongoing improvement and upsell opportunities.
• Supporting commercial growth by identifying client needs, surfacing new opportunities, and contributing to pitch preparation and proposals.
• Maintaining accurate records in CRM and supporting pipeline visibility for leadership.

Skills and experience:

• Minimum 2 years' experience in a client management, HR/reward-facing, or B2B service delivery role.
• Strong account management, strategic thinking, and organisational skills.
• Experience in negotiation and contracting.
• Proven success in identifying B2B opportunities and supporting new business pitches and proposal development.
• Competent in Microsoft Office (Outlook, Excel, PowerPoint, Word) and database management.
• A strong interest in financial education, employee benefits, or learning and development.

Only candidates with relevant experience will be considered.