Client Relationship Manager
* Liverpool City Centre
* Competitive Salary
* Mon-Fri, 9-5
Ready to take your client relationship skills to the next level?
We are currently recruiting for an Account Manager to join a market‑leading financial wellbeing specialist supporting public sector organisations across the UK.
We're looking for a dynamic, people‑focused Corporate Account Manager to manage key client relationships, drive engagement for financial education programmes, and help shape the future of financial wellbeing in the workplace.
What You'll Be Doing
* Owning and growing a portfolio of corporate clients
* Leading client meetings, spotting opportunities, and driving engagement
* Supporting and mentoring Account Executives
* Delivering impactful projects and first‑class client service
* Using data and insights to improve performance and outcomes
What You'll Bring
* Proven account management experience
* Outstanding communication & relationship‑building skills
* Project delivery experience (financial services ideal!)
* Strong organisation, attention to detail & self‑motivation
* CRM experience + confident with MS Office
* R01 qualification (or working towards)
Be part of a forward‑thinking organisation recognised as one of the UK's fastest‑growing companies, where your work directly helps people improve their financial futures.
Search is an equal opportunities recruiter and we welcome applications from all suitably skilled or qualified applicants, regardless of their race, sex, disability, religion/beliefs, sexual orientation or age.
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