Client Account Manager - Financial Services

Michael Page; Weybridge; On-site; GBP 38,000 - 52,000; Full time

Benefits offered by this job

Comprehensive benefits package

Focus on professional growth

Collaborative work environment and成长

Job summary

A medium-sized organisation within the Technology & Telecoms sector is seeking a dedicated Client Account Manager in Weybridge. This role focuses on managing client relationships and ensuring high service delivery. Candidates should possess strong interpersonal and communication skills, proven experience in a similar role, and analytical problem-solving abilities. A comprehensive benefits package and opportunities for professional growth are included in this permanent position.

Qualifications

• Proven experience in a similar role.
• Versatile and flexible to adapt to new tasks.
• Knowledge of the Collections & Recoveries Industry.
• Understanding of Data Protection legislation and ISO27001.

Responsibilities

• Manage and maintain relationships with key clients for satisfaction.
• Act as the point of contact for queries and support requests.
• Coordinate with internal teams for timely service delivery.
• Monitor accounts to identify upselling or cross-selling opportunities.
• Prepare and present detailed reports on account performance.
• Resolve client issues promptly to maintain trust.
• Collaborate with sales and marketing teams aligned with client objectives.
• Ensure compliance with company policies and regulations.
• Maintain compliance with financial regulations, and review internal controls.
• Recommend system and process improvements.
• Adhoc project work relating to operational efficiencies / enhancements.
• Respond daily to internal and external communication via email or phone.
• Support wider finance tasks as required, and uphold Consumer Duty standards.

Skills

Interpersonal skills

Communication skills

Problem solving

Analytical skills

Multi-tasking

Job description

We are seeking a dedicated Client Account Manager to join our team within the Technology & Telecoms sector. This role involves managing client relationships and ensuring the highest level of service delivery in Walton-on-Thames.

Our client is a medium-sized organisation within the Technology & Telecoms industry, offering innovative solutions to businesses. They are committed to delivering exceptional service and maintaining strong relationships with their clients.

Description

• Manage and maintain relationships with key clients to ensure satisfaction and retention.
• Act as the main point of contact for client queries and support requests.
• Coordinate with internal teams to ensure timely delivery of services and solutions.
• Monitor client accounts to identify opportunities for upselling or cross-selling.
• Prepare and present detailed reports on account activity and performance metrics.
• Resolve client issues promptly and effectively to maintain trust and satisfaction.
• Collaborate with sales and marketing teams to align strategies with client objectives.
• Ensure compliance with company policies and industry regulations.
• Maintain compliance with financial regulations, and review internal controls
• Recommend system and process improvements
• Adhoc project work relating to operational efficiencies / enhancements
• Respond daily to internal and external communication via email or phone
• Support wider finance tasks as required, and uphold Consumer Duty standards
• The role requires analytical and communication skills to bridge the gap between finance and non-finance teams.

Profile

• Have strong interpersonal and communication skills both written and verbally
• Have proven experience in a similar role
• Be versatile and flexible to adapt to new tasks
• Be a proven multi-tasker, with problem solving and analytical skills
• Have excellent attention and knowledge would be beneficial:
• Knowledge of the Collections & Recoveries Industry
• Understanding of Data Protection legislation and requirements of standard ISO27001

Job Offer

• Permanent position located in Weybridge.
• Comprehensive benefits package to support your well-being.
• Opportunity to work within the innovative Technology & Telecoms sector.
• Collaborative work environment with a focus on professional growth.