Client Account Manager + Credit Control - Financial Services

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We are seeking a dedicated Client Account Manager to join our team within the Technology & Telecoms sector. This role involves managing client relationships and ensuring the highest level of service delivery in Walton-on-Thames.
Client Details
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.
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.Profile
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 ISO27001Job 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
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Location:
Weybridge, Surrey
Salary:
£35,000 - £45,000 /annum
Job Type:
FullTime
Category:
Accounting/Financial/Insurance

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