Finance Client Account Manager

Michael Page (UK); Weybridge; On-site; GBP 40,000 - 60,000; Full time

Job summary

A medium-sized organisation in the Technology & Telecoms sector seeks a dedicated professional to manage client relationships, ensuring satisfaction and retention. The role involves resolving client queries, preparing reports, and collaborating with internal teams. Ideal candidates will possess strong interpersonal skills and a proven track record in similar roles. This permanent position is based in Weybridge, offering a comprehensive benefits package and opportunities for professional growth.

Benefits

Comprehensive benefits package

Collaborative work environment

Opportunity for professional growth

Qualifications

• Strong interpersonal and communication skills both written and verbally.
• Proven experience in a similar role.
• Ability to multitask effectively.

Responsibilities

• Manage and maintain relationships with key clients to ensure satisfaction.
• Act as the main contact for client queries and support requests.
• Prepare and present detailed reports on account activity.

Skills

Interpersonal skills

Communication skills

Problem-solving skills

Analytical skills

Flexibility

Job description

• Client management and finance
• January 2026 start

About Our Client

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.

Job 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.

The Successful Applicant

• 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.

What's on 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.