Account Manager

  • £25k - 30k per year
  • Location: Cambridge
  • Job Type: Permanent
  • Date posted: 18/06/19
Sarah Flack

Hi I'm Sarah,
I manage this role

Client Services Director

Please get in touch if you would like to discuss this role


Job description

Job reference: 3518/3

Role Outline

Ann Pettengell is looking for an enthusiastic individual to join a fast-growing Cambridge based financial company. It’s a very exciting time to join this expanding team and be part of the company’s early growth.

Key Duties

Partner Management: Working closely with the sales team, you will help to manage the accounts who refer clients to us.

Client Management: You will have your own clients and be responsible for onboarding them and managing their accounts.

New Business Quotations: You will put together quotes for new clients using the internal systems and help to explain the service to them.

System & Process Improvement: You’ll be using the systems and processes every day and the company is always looking to improve these.   

You will work in the Account Management team but will also work very closely with the Payments Team. You will report directly to the sales team for all workload but will have an office-based manager also for any day-to-day queries. Your role will be vital in actively expanding the client base and the team’s work will directly impact the company’s growth.  

Skills & Experience

They work in an FCA regulated environment, handling millions of pounds of client cash every day so they need bright, high quality individuals with:

• Honesty and integrity

• Strong work ethic

• Great communication skills

• Attention to detail

• Customer service experience

• Excellent telephone skills

• Capacity to excel in a fast-paced environment

• Personable and friendly manner

• Great team player

Any experience in the following would be also be useful, but not mandatory, for the role:

• Financial or economic background or education

• Familiarity with Microsoft Dynamics 365 CRM systems 

• An understanding of wealth management and financial advisory business.

If this sounds like the next step you are looking for, then please apply now.

Next steps

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