Strategic Financial Services Account Manager - Hybrid

CBC Recruitment Solutions; Dundonald; Hybrid; GBP 26,000 - 36,000; Full time

Job summary

Our client, a niche financial services provider within a large UK banking group, is seeking an Account Manager to join their team near Kilmarnock. You will process new transactions across key accounts, building and maintaining relationships while collaborating with the Business Development and Customer Relationship teams.

You will assist with administration around new business, including Salesforce and Originate data entry, generating paperwork, liaising with customers and suppliers, and

Qualifications

• Experience in a similar relationship management/account management role within financial services (ideally asset finance or banking) would be a distinct advantage.
• Build and maintain relationships with existing customers via telephone, emails and on occasional face to face meetings.
• Assist Business Development with administration on transactions, including Originate data entry, working on proposals, generating paperwork, liaising with customer and supplier.

Responsibilities

• Build and maintain relationships with existing customers via telephone, emails and on occasional face to face meetings.
• Assist the Business Development team with administration on transactions, including Salesforce and Originate data entry, proposals, paperwork, liaising with customer and supplier.
• Make accurate, rapid quotations and provide customers with relevant information to assist with closing deals.
• Proactively work with introducers, acting as the initial contact on new proposals for new and existing customers.

Skills

Relationship management

Account management

Communication

Sales support

Tools

Salesforce

Job description

Our client, a niche financial services provider within a large UK banking group, is seeking an Account Manager to join their team near Kilmarnock. You will process new transactions across key accounts, building and maintaining relationships while collaborating with the Business Development and Customer Relationship teams.

You will assist with administration around new business, including Salesforce and Originate data entry, generating paperwork, liaising with customers and suppliers, and