Account Associate

Full Time, Accounting/Financial/Insurance Vacancy In City and County of the City of London

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 interest in financial wellbeing, financial education, or employee benefits.
Only candidates with relevant experience will be considered.
For more information please send CV in to Tony Ward quoting job reference 16894TW

2025-10-02 10:17:49

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Updated 22-10-2025 10:26

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