Client Account Manager

Citywire; Greater London; Hybrid; GBP 42.000 - 64.000; Vollzeit

Benefits dieser Stelle

Generous holiday entitlement: 25 days+

Flexible working options

Well-being allowance

Eye-test & glasses allowance

Competitive pension scheme

Life assurance from day one

Employee Assistance Programme (24/7)

Cycle to work scheme

Zusammenfassung

Citywire is seeking a proactive Client Account Manager to own relationships across Insights and MPS products. You will be the main contact for key accounts, manage renewals, and drive user engagement to maximise value from financial data offerings.

You will onboard clients, translate data structures into practical workflows, coordinate data collection, and contribute to data-led content such as newsletters and events. Strong Excel and CRM skills are essential.

Qualifikationen

• Experience in account management, customer success, or client relations.
• Strong Excel skills and ability to turn data into insights.
• Good understanding of financial markets or wealth management is a plus.

Aufgaben

• Own a portfolio of Insights and MPS clients and manage renewals.
• Onboard clients and translate data structures into practical solutions.
• Coordinate data collection and onboarding of data providers.
• Manage recurring publications and share insights via newsletters/events.
• Keep CRM updated and relay feedback to the product team.

Kenntnisse

Account management

Customer success

Client relations

Excel

Data analysis

Financial markets

Communication

Tools

CRM systems

Jobbeschreibung

We are looking for a proactive, driven, and commercially minded Client Account Manager to take direct ownership of client relationships across our Insights and Model Portfolio Service (MPS) products.

In this role, you will be the primary front-line contact for key accounts, contract renewals, and user engagement, ensuring our institutional and corporate clients get the most value from our financial data products.

This role goes beyond standard account management: you will help maintain the quality of our platform data, build relationships with the providers who supply it, and produce regular data-led content and publications for our audience.

What You'll Be Doing

• Serving as the primary contact for a portfolio of Insights and MPS clients, proactively monitoring usage, addressing churn risks, and working alongside commercial leads to negotiate renewals.
• Running end-to-end client onboarding and workflow setup, translating financial data structures into practical solutions that fit client day-to-day operations.
• Overseeing the day-to-day health of our platforms, coordinating regular data collection (such as AUM tables and key people data), and onboarding new data providers to the platform.
• Taking ownership of recurring publications (such as MPS Allocators) from start to finish: surveying providers, collating data, producing content, and sharing insights via newsletters and events.
• Keeping CRM pipelines updated and turn client and user feedback into clear recommendations for our product team.

What we're looking for:

• Experience: Proven record in account management, customer success, or client relations (experience in fintech, financial data, market research, or B2B SaaS is a bonus, but not essential).
• Autonomy & Organisation: Proven ability to manage a client portfolio independently, juggle recurring deadlines, and make sound decisions without day-to-day supervision.
• Data Confidence: Strong practical Excel skills (pivot tables, charts) and the ability to turn numbers into clear, client-ready insights.
• Financial Markets Curiosity: A working understanding of financial markets, asset classes, or wealth management is helpful, but what matters most is the appetite to learn our data.
• Clear Communication: Professional, confident written and verbal communication when dealing with market professionals, data providers, and commercial teams.

Meet Citywire

We cover - and connect - all sides of the $100 trillion global asset management industry - through our news, events and insights.

At Citywire, we uphold a culture rooted in honesty, integrity, and fairness, where every voice is valued and heard. Our culture promotes constructive dialogue and collaboration on a global scale.

Join the team at the Heart of Wealth.

Our Perks

• Generous holiday entitlement: Start with 25 days per annum, increasing to 28 days after three years' service, and 30 days after five years' service, in addition to bank holidays.
• Flexible working options.
• Annual allowance for well-being activities or gym memberships, with assistance available for monthly or annual costs.
• Eye-test and glasses allowance.
• Competitive private pension scheme.
• Critical illness cover and group life assurance from day one of employment.
• Well-being support: Access to an independent Employee Assistance Programme, available 24/7.
• Cycle to work scheme and annual travel card loans.
• Techscheme: Purchase the latest tech through our employer scheme, spreading the cost over 12 months with National Insurance savings.
• After two years of continuous service, access group income protection, private medical, and dental insurance.

Citywire is an equal opportunities employer.