Account Associate

New Yesterday

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 ensur...
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Location:
London
Salary:
not provided

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