Client Account Manager - Financial Services
other jobs Michael Page Business Support Job
Added before 6 Days
- England,South East,Surrey
- Full Time, Permanent
- £35,000 - £45,000 per annum
Job Description:
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 ISO27001
Job 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.
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 ISO27001
Job 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.
Job number 3439052
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