About the Role
Location: Liverpool
Type: Permanent
The Company:
* A growing and well-respected Financial Services organisation
* Works with a wide range of employers to support employees in improving their financial futures
* A collaborative, supportive environment with a strong focus on service quality and continuous improvement
The Benefits:
* Competitive salary and benefits package
* Generous and uncapped bonuses
* Impressive City Centre Offices
* Fantastic company culture
* Clear opportunities for progression as the business continues to grow
The Role:
* Act as the main contact for a large group of corporate clients in the public sector ensuring a high standard of ongoing support
* Monitor account performance and use data to guide decisions and improvements
* Identify ways to increase service usage and add value within existing accounts
* Organise and lead regular check-ins with clients to review progress and future needs
* Support and guide junior team members to maintain consistent service quality
* Ensure all client activity is delivered in line with agreed expectations and timelines
* Plan and oversee projects from initial concept through to completion
* Address client concerns promptly and manage any issues through to resolution
* Keep CRM systems and records accurate and up to date
* Contribute to generating interest in services and increasing client engagement
The Ideal Candidate:
* Previous experience managing business clients
* Strong communication skills with the ability to influence and build trust
* A track record of maintaining positive client relationships over time
* Comfortable working towards targets or performance goals
* Familiar with CRM platforms such as Salesforce or similar systems
* Understanding of the Financial Services sector is an advantage
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