Account Associate

New Today

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 in...
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Location:
London
Category:
Accounting & Finance

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