Client Account Manager

CMR Jobs Limited; Wokingham; On-site; GBP 28,000 - 40,000; Full time

Job summary

CMR Jobs Limited is seeking an experienced Client Onboarding & Account Manager in the UK to lead onboarding for new clients and manage ongoing relationships within the recruitment finance sector. You will be the primary contact, ensuring clients are set up smoothly and receive ongoing high-quality service.

The role focuses on onboarding, client management, and collaboration with internal teams to meet client needs and drive retention.

Qualifications

• Experience in recruitment finance, invoice finance, factoring or similar commercial finance.
• Strong client management and onboarding experience.
• Experience managing onboarding processes and gathering documentation (KYC/verification).
• Excellent communication and relationship-building skills.

Responsibilities

• Manage end-to-end onboarding for new clients.
• Gather and review required documentation (ID, financials, business information).
• Guide clients through system setup and implementation.
• Act as main point of contact throughout onboarding journey.
• Build and maintain long-term client relationships.
• Manage a portfolio of existing clients and address day-to-day queries.
• Collaborate with internal teams to ensure smooth onboarding.
• Identify and resolve client issues proactively.
• Explain products, processes and services to clients.
• Maintain accurate CRM records and client communications.
• Regularly check in with clients to understand requirements and needs.
• Support clients as their businesses grow and evolve.

Skills

Relationship management

Onboarding experience

Account management

Excellent communication

KYC/verification

Organisation

Job description

Client Onboarding & Account Manager

The Role

We are looking for an experienced Client Onboarding & Account Manager to join a growing financial services business supporting clients within the recruitment sector.

This is a relationship-led role, responsible for onboarding new clients and then managing the ongoing relationship. You will be the key point of contact for clients, ensuring they are successfully set up, supported throughout the process and receive a high level of service once they are live.

The ideal candidate will have previous experience within recruitment finance, invoice finance, factoring or a similar commercial finance environment, combined with strong client management and onboarding experience.

Key Responsibilities

• Manage the end-to-end onboarding process for new clients.
• Gather and review required client documentation, including identification, financial and business information.
• Guide clients through system set-up and implementation.
• Act as the main point of contact throughout the onboarding journey.
• Build and maintain strong, long-term client relationships.
• Manage a portfolio of existing clients and deal with day-to-day queries and requirements.
• Work closely with internal teams to ensure clients are onboarded efficiently and smoothly.
• Proactively identify and resolve any client issues.
• Ensure clients understand the products, processes and services available to them.
• Maintain accurate client records and CRM information.
• Regularly communicate with clients to understand their requirements and ensure a positive experience.
• Support clients as their businesses grow and their requirements change.
• Identify opportunities to improve the client experience and strengthen retention.

The Ideal Candidate

We're looking for someone who is naturally relationship-focused and enjoys being the person clients rely on.

Ideally, you will have:

• Previous experience in recruitment finance, invoice finance, factoring, asset finance or commercial finance.
• Strong client/account management experience.
• Experience managing client onboarding, including gathering documentation and completing KYC/verification processes.
• Excellent communication and relationship-building skills.
• Confidence dealing directly with business owners and senior stakeholders.
• Strong organisational skills and attention to detail.
• The ability to manage multiple clients and priorities.
• A proactive, commercially minded and customer-focused approach.
• A genuine interest in building long-term client relationships, rather than working purely in a new-business sales environment.

The Opportunity

This is an excellent opportunity for someone with a background in invoice/recruitment finance or commercial finance who wants to move into a more relationship-focused position, with responsibility for both client onboarding and ongoing account management.

The role offers the opportunity to join a growing business, work closely with SME clients and develop a long-term career within client relationship management and financial services.