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Client account manager - financial services

Weybridge
Michael Page Sales
Client account manager
Posted: 2 March
Offer description

We are seeking a dedicated Client Account Manager to join our team within the Technology & Telecoms sector. This role involves managing client relationships and ensuring the highest level of service delivery in Walton-on-Thames.

Our client is a medium-sized organisation within the Technology & Telecoms industry, offering innovative solutions to businesses. They are committed to delivering exceptional service and maintaining strong relationships with their clients.


Description

* Manage and maintain relationships with key clients to ensure satisfaction and retention.
* Act as the main point of contact for client queries and support requests.
* Coordinate with internal teams to ensure timely delivery of services and solutions.
* Monitor client accounts to identify opportunities for upselling or cross-selling.
* Prepare and present detailed reports on account activity and performance metrics.
* Resolve client issues promptly and effectively to maintain trust and satisfaction.
* Collaborate with sales and marketing teams to align strategies with client objectives.
* Ensure compliance with company policies and industry regulations.
* Maintain compliance with financial regulations, and review internal controls
* Recommend system and process improvements
* Adhoc project work relating to operational efficiencies / enhancements
* Respond daily to internal and external communication via email or phone
* Support wider finance tasks as required, and uphold Consumer Duty standards
* The role requires analytical and communication skills to bridge the gap between finance and non-finance teams.


Profile

* Have strong interpersonal and communication skills both written and verbally
* Have proven experience in a similar role
* Be versatile and flexible to adapt to new tasks
* Be a proven multi-tasker, with problem solving and analytical skills
* Have excellent attention and knowledge would be beneficial:
* Knowledge of the Collections & Recoveries Industry
* Understanding of Data Protection legislation and requirements of standard ISO27001


Job Offer

* Permanent position located in Weybridge.
* Comprehensive benefits package to support your well-being.
* Opportunity to work within the innovative Technology & Telecoms sector.
* Collaborative work environment with a focus on professional growth.
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