Account Manager
Red Recruitment is recruiting an Account Manager on behalf of our client who is a financial well-being and retirement specialist in the public sector. This position will involve effectively managing a large portfolio of existing corporate clients by successfully implementing and managing delivery of education, guidance and advice services to their public sector clients.
This position is located in Liverpool.
Benefits
* Salary: Competitive
* Hours: Monday - Friday, 9am - 5pm
* Contract Type: Permanent
* Location: Liverpool
* Performance-based bonus of up to £4,500
* 25 days annual leave plus bank holidays
* Workplace Pension
* Private medical insurance for employees
* Permanent health insurance
Key Responsibilities
* Manage the day to day business relationships of corporate clients, whilst supporting the delivery of seminar programme and enquiry generation for advice services and digital service
* Produce accurate business forecasts for account portfolio and continually review performance against this
* Research existing clients using available tools and resources to identify seminar growth opportunities, which the team can then implement
* Promote and encourage excellent customer service as well as client relationship building skills to ensure client satisfaction and business loyalty
* Schedule regular client review meetings to better understand their individual requirements and provide product focused solutions, which the team can then implement
* Resolve challenging client requests or issues and ensure that queries are escalated appropriately
Key Skills and Experience
* Proven account management skills
* Excellent influencing and interpersonal skills
* A proven track record of excellent customer service skills and the ability to maintain positive client relationships
* Successful history of delivering client centred projects, ideally within the financial services business to business space
* Track record of managing projects from inception to completion
* Experience of working in a sales environment where targets are set and achieved
* Self‑motivated and able to motivate others with a focus on delivering results
* Excellent interpersonal and communication skills, both written and verbal
* Highly organised and comfortable making decisions on own analysis of operational requirements
* Thorough approach to work and excellent attention to detailAbility to work to deadlines with proven time management skills
* Ability to work on own initiative and multi‑task with a flexible attitude
* Able to build rapport with others within WEALTH at work and with 3rd parties
* Proactive team player showing flexibility in the role undertaking any other duties to ensure the smooth running of the team that are required from time to time
* Proficient in the use of Microsoft Office – PowerPoint, Excel, Outlook and Word
* Experience using CRM software e.g. Salesforce, Microsoft Dynamics
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