Account Manager – Financial Services

CBC Recruitment Solutions; Glasgow, Kilmarnock; Hybrid; GBP 28,000 - 38,000; Full time

Job summary

CBC Recruitment Solutions is seeking an Account Manager to join a niche financial services provider near Kilmarnock. The role focuses on processing transactions, building and maintaining client relationships, and supporting the Business Development and Customer Relationship teams.

Hybrid working after an initial in-office probation is on offer. You will manage quotations, assist with proposals, and liaise with customers and suppliers to drive successful deal closures.

Qualifications

• Experience in a similar relationship management/account management role within financial services (ideally asset finance or banking) would be a distinct advantage.
• Strong ability to build effective working relationships with colleagues and clients across functions.
• Proactive problem solving and attention to detail to support complex transactions.

Responsibilities

• Build and maintain relationships with existing customers via telephone, emails, and occasional face-to-face meetings.
• Assist Business Development with transaction administration, including Salesforce data entry and paperwork generation; liaise with customers and suppliers.
• Provide accurate quotations and information to help close deals.
• Work with introducers as the primary contact on new proposals for customers.

Skills

Relationship management

Communication

Problem solving

Attention to detail

Sales support

Tools

Salesforce

Job description

Our client is a niche financial services provider, and part of a large UK banking group. They specialise in providing funding solutions to businesses within sectors such as medical, veterinary, accountancy, legal, dentistry and more.

They are currently recruiting for an Account Manager to join their team based close to Kilmarnock.

The Account Manager will process new transactions across key accounts, optimising and building on those valuable existing relationships. Working closely with the Business Development and Customer Relationship teams, you will also assist with the administration around new business and other initiatives.

Key responsibilities include

• Build and maintain relationships with existing customers via telephone, emails and on occasional face to face meetings.
• Assist the Business Development team with the administration on transactions as required, including Salesforce and Originate data entry, working on proposals, generating paperwork, liaising with the customer and supplier
• Make accurate, rapid quotations and provide customers with relevant information to assist with closing deals
• Proactively work with introducers, acting as the initial contact on new proposals for new and existing customers

We are looking for candidates who have the ability to build effective working relationships both inside and outside the business, well organised with a strong attention to detail and excellent problem solving skills.

Experience in a similar relationship management/account management role within financial services (ideally asset finance or banking) would be a distinct advantage.

During training and probation you would be required to be in the office 5 days a week, with the role moving to a hybrid model thereafter.