B2B Client Account Manager
Yeovil 28,000- 35000 per annum + career progression Monday - Friday Permanent
Introduction
Acorn by Synergie is recruiting a B2B Customer Account Manager for a forward-thinking financial services organisation. The role focuses on putting the customer first while supporting cross‑selling and up‑selling opportunities. This is an excellent opportunity for someone looking to build a long‑term career in financial services, with full training and the chance to gain a nationally recognised degree. Anyone with a retail background, we want to hear from you as well.
Hours & Salary
* Monday - Friday, 08:30am - 5pm
* Salary: 28,000- 35,000 per annum initially, with increases as CII qualifications are achieved
Key Responsibilities
* Engage with customers to provide excellent service and advice
* Build strong, long‑lasting customer relationships
* Identify cross‑selling and up‑selling opportunities while prioritising the customer journey
* Work towards gaining a company‑funded CII professional qualification
* Participate in workshops, coaching, and on‑the‑job training
About You
* Enjoy interacting with people and building relationships
* Strong problem‑solving skills
* Experience in customer service, administration, or hospitality is desirable but not essential
* Ambitious, motivated, and eager to progress within the company
* Willing to learn and develop through industry qualifications and internal programmes
Benefits
* 22 days holiday, increasing to 27 days with service (plus bank holidays)
* Access to a company‑paid healthcare cash plan
* Company‑funded CII qualification
* Cycle to work scheme and gym membership discounts
* Flexible benefits including critical illness cover, private medical insurance, and income protection
* Access to high street retailer discounts via reward and recognition platform
* Employee Assistance Programme (EAP)
* Employee discounts on a range of insurance products
Apply Now
If you're ambitious, customer-focused, and ready to start your career in financial services, apply today to join this supportive and growing team.
Acorn by Synergie acts as an employment agency for permanent recruitment.
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