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Account Associate
Job Posted: 14 hours ago
Salary: £ Competitive
Job Type: Permanent
Location: City and County of the City of London
Expire in: a month
Job Description
Our client is seeking an Account Associate (Financial Education) to join their team on a permanent basis. This will be hybrid working.
Responsibilities include (but not limited to):
• 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
Skills and 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.
• A genuine interest in developing commercial skills and growing within a client-facing environment.
• A strong interest in financial wellbeing, financial education, or employee benefits.
For more information please send CV in to Tony Ward quoting job reference 16894TWBefore You Apply
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