Client Success Associate

AAG Financial Education; Greater London; Hybrid; GBP 30,000 - 42,000; Full time

Benefits offered by this job

Employee Assistance Programme

21 days holiday + 3 extra days off

Private Medical Insurance

Family Friday

Daily breakfast in the office

Team and company-wide social events

Job summary

AAG Financial Education is seeking a Client Success Associate to support our Financial Education and Strategic Partnerships team. This role focuses on delivering engaging financial education programmes for corporate clients and building relationships that unlock new commercial opportunities.

You will collaborate with senior colleagues to onboard clients, coordinate meetings, deliver tailored proposals, organise events and track engagement to identify upsell potential. Hybrid, London-based.

Qualifications

• 1+ year experience in a client support or coordinator role.
• Proficient with Microsoft Office and basic database management.
• Experience with email marketing platforms (Dotdigital, Mailchimp).
• Experience planning and delivering email marketing campaigns and marketing materials.
• Strong writing and verbal communication skills.
• Commercial mindset with client-facing experience.

Responsibilities

• Coordinate onboarding journeys for new corporate clients.
• Support day-to-day relationship management across clients and prospects.
• Coordinate meetings, follow-ups and communications with clients and partners.
• Assist with creating and delivering tailored financial education proposals.
• Organise and deliver virtual and in-person events.
• Produce client-facing materials such as agendas and reports.
• Support data insights to track engagement and upsell opportunities.
• Collaborate with internal teams to ensure smooth client journeys.
• Keep the CRM updated and assist pipeline management.

Skills

Client support

Coordination

Written communication

Verbal communication

Commercial awareness

Relationship management

Tools

Microsoft Office

Dotdigital

Mailchimp

CRM basics

Job description

Client Success Associate – Financial Education

Location: London office-based with access to working from home days

Hours: Full-time

At AAG, we believe financial wellbeing should be accessible, engaging and genuinely useful. Since 1995, we've supported individuals and businesses alike through award-winning financial education and comprehensive wealth management services. We’ve built a collaborative culture that celebrates curiosity, commitment, and connection and we’re proud to be growing fast.

As part of this growth, we're looking for an Client Success Associate to support our Financial Education and Strategic Partnerships team. This is a fantastic opportunity for someone with a background in relationship coordination, client service, or HR support and who’s keen to contribute directly to new business development and commercial growth in a forward-thinking, purpose-driven business.

What You’ll Be Doing:

This role is focused on supporting the delivery of engaging financial education programmes for our corporate clients, while also playing a key role in building and nurturing relationships that unlock new opportunities. You’ll work closely with senior colleagues across Financial Education and Business Development to ensure clients and prospects are onboarded into AAG Financial Education and receive a market leading experience.

Your responsibilities will include:

• Coordinating the onboarding journey for new corporate clients
• Assisting with day-to-day relationship management across a portfolio of corporate clients and prospects
• Coordinating meetings, follow-ups and communications with clients, partners, and new business leads
• Supporting the creation and delivery of tailored financial education proposals and programmes
• Helping organise and deliver virtual and in-person events, including new client pitches and demos
• Producing client-facing materials such as agendas, impact reports and feedback summaries
• Supporting the team with data and insights to track engagement, outcomes, and potential upsell opportunities
• Collaborating with internal teams to ensure consistent delivery, commercial alignment, and a smooth client journey
• Keeping the CRM updated and supporting pipeline management activity

What You’ll Bring:

This is an ideal role for someone who’s highly organised, people-oriented, and commercially curious, ready to contribute to both new business success and client satisfaction.

Skills & Experience

• Minimum 1 year of experience in a client support or coordinator role (HR/reward facing experience preferable)
• Competent in Microsoft Office (Outlook, Excel, PowerPoint, Word) and database management
• Proficient in using email marketing software (e.g. Dot digital, Mailchimp)
• Experience in planning, creating, and delivering successful email marketing campaigns and supporting marketing materials (e.g. brochures, event invites, social graphics)
• Excellent attention to detail and strong written and verbal communication skills
• A genuine interest in developing commercial skills and growing within a client-facing environment
• A proactive mindset with the ability to manage multiple tasks, prioritise effectively, and spot opportunities
• A friendly, professional, and adaptable approach to working with people at all levels
• A genuine interest in financial wellbeing, financial education, or employee benefits

Why Join Us:

We’re proud to offer a culture that values wellbeing, personal development and balance. As part of the AAG team, you’ll benefit from:

• Employee Assistance Programme: access to private GP appointments, savings & discounts, gym membership, financial wellbeing tools
• 21 days holiday + 3 extra days off between Christmas and New Year.
• Access to funded Private Medical Insurance
• 'Family Friday' – finish early on the last Friday of each month
• Daily breakfast in the office
• Team and company-wide social events

Please note: All roles at AAG are subject to standard financial and identity checks