Account associate

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.