Account Manager (Manchester)

threesixty services LLP; Manchester; On-site; GBP 40,000 - 50,000; Full time

Benefits offered by this job

8% employer pension contribution

AVIVA Private Health Care

Death in Service benefit

Job summary

A leading services firm in Manchester is seeking an Account Manager to develop long-term relationships with clients and ensure their needs are met. The role involves managing client accounts, implementing solutions, and analyzing data for improved service delivery. Ideal candidates will have a strong understanding of the investment management marketplace and excellent communication skills. The firm offers a supportive work environment and various employee benefits, including health care and pension contributions.

Qualifications

• Good understanding of the adviser/investment management/platform marketplace.
• Ability to listen and take ownership.
• Excellent verbal and written communication skills.

Responsibilities

• Manage relationships with key clients to develop long-term partnerships.
• Implement client solutions and recommend services to meet needs.
• Conduct data analysis to assess client usage of services.

Skills

Client relationship management

Consultative approach

Critical thinking

Communication skills

Detail-oriented

Tools

Microsoft Office Suite

CRM software

Job description

Account management (reporting into the Head of Account Management)

About the role

The Account Manager is responsible for developing long-term relationships with our clients, connecting with key business executives and stakeholders to maintain and nurture favourable relationships.

They will advocate the client and work with internal departments to ensure that client needs are understood and satisfied.

They will also assist with making sales calls, handling client complaints, collecting and analysing data, and improving the overall customer experience.

Key responsibilities and accountabilities

• To manage relationships with all key clients, by developing and maintaining long term relationships
• Responsibility for the implementation of client solutions, by identifying and recommending services to meet clients’ needs
• To engage with clients through proactive contact and regular reviews, gathering feedback to develop and drive the company proposition and vision
• To manage outstanding services with the client
• To identify and drive operational improvements towards service and operational excellence
• To acts as an escalation point for operational issues for the client
• To deal with, and develop, strategic third-party relationships with providers to help client, as well as managing and updating information regarding recommended 'third-party' solutions
• Conduct data analysis to assess client usage of services, our competitors, and upgrades/downgrades to understand our clients, using the CRM.
• Deliver demonstrations of the threesixty portal to support Account Management and Sales Teams.
• Subject Matter Expert of the Client Portal. Point of contact for the business for queries and work with IT and Marketing to produce content to support the proposition and functionality.

Qualifications and experience

Technical skills

• A good understanding of the adviser/investment management / platform marketplace
• Excellent Microsoft Office suite skills – Word, Excel, PowerPoint, and Outlook
• A good understanding of the regulatory system – SYSC / COBS / T&C / Conflicts of interest / Complaints is an advantage
• A proactive approach, energy and enthusiastic to get things done
• The ability to take ownership and make decisions
• The ability to listen
• A consultative approach to dealing with clients
• To be able to think critically and problem solve
• Good communication skills verbal and written – to deal with clients and internal stakeholders
• A high attention to detail

What we offer

• A friendly, supportive and accommodating working environment
• 8% employer pension contribution, plus the ability to elect to make a personal contribution via salary sacrifice
• AVIVA Private Health Care
• Death in Service benefit (4 times annual salary)