Customer Account Manager

Acorn by Synergie; Yeovil; On-site; GBP 60,000 - 80,000; Full time

Job summary

A forward-thinking financial services organisation is seeking a Customer Account Manager in Yeovil. This role emphasizes customer service, relationship building, and offers career progression with full training and the opportunity to gain a nationally recognized qualification. Ideal candidates are ambitious and eager to develop their skills in a supportive environment.

Benefits

22 days holiday, increasing to 27 days with service

Company-paid healthcare cash plan

Company-funded CII qualification

Cycle to work scheme

Gym membership discounts

Flexible benefits such as private medical insurance

Qualifications

• Enjoy interacting with people and building relationships.
• Strong problem-solving skills.
• Experience in customer service, administration, or hospitality is desirable.

Responsibilities

• Engage with customers to provide excellent service and advice.
• Build strong, long-lasting customer relationships.
• Identify cross-selling and upselling opportunities while prioritising the customer journey.

Skills

Customer service

Relationship building

Problem-solving

Job description

Overview

Customer Account Manager – Ipswich | £28,000 per annum + career progression | Monday - Friday + alternate Saturday mornings | Permanent

Introduction: Acorn by Synergie is recruiting a Customer Account Manager for a forward-thinking financial services organisation. The role focuses on putting the customer first while supporting cross-selling and upselling opportunities. This is an excellent opportunity for someone looking to build a long-term career in financial services, with full training and the chance to gain a nationally recognised CII qualification.

Hours & Salary

Monday - Friday, 08:30am - 5pm
Every other Saturday, 9am - 12pm

Salary: £28,000 per annum initially, with increases as CII qualifications are achieved

Key Responsibilities

• Engage with customers to provide excellent service and advice
• Build strong, long-lasting customer relationships
• Identify cross-selling and upselling opportunities while prioritising the customer journey
• Work towards gaining a company-funded CII professional qualification
• Participate in workshops, coaching, and on-the-job training

About You

• Enjoy interacting with people and building relationships
• Strong problem-solving skills
• Experience in customer service, administration, or hospitality is desirable but not essential
• Ambitious, motivated, and eager to progress within the company
• Willing to learn and develop through industry qualifications and internal programmes

Benefits

• 22 days holiday, increasing to 27 days with service (plus bank holidays)
• Access to a company-paid healthcare cash plan
• Company-funded CII qualification
• Cycle to work scheme and gym membership discounts
• Flexible benefits including critical illness cover, private medical insurance, and income protection
• Access to high street retailer discounts via reward and recognition platform
• Employee Assistance Programme (EAP)
• Employee discounts on a range of insurance products

Apply Now

If you're ambitious, customer-focused, and ready to start your career in financial services, apply today to join this supportive and growing team.

Acorn by Synergie acts as an employment agency for permanent recruitment