Corporate Account Executive

Overview

In this role you will support Corporate Account Managers in delivering financial education to public sector clients, ensuring a seamless client experience. You will operate in a fast-paced, office-based environment in Liverpool, coordinating seminars and maintaining client data. You’ll act as a primary contact for queries and help grow engagement, reporting on outcomes and ensuring accuracy across systems. This is a growth-focused opportunity within a reputable financial wellbeing firm, offering structured hours and room for development.

Pay / Benefits

• Bonus scheme
• Structured Monday-Friday hours
• Modern office in Liverpool City Centre
• Ongoing training
• Opportunity for progression
• Supportive team environment

Responsibilities

• Support Corporate Account Managers in nurturing and expanding client relationships
• Coordinate seminars, logistics, and coach diaries
• Serve as main contact for clients via phone and email
• Ensure delegates receive accurate information and timely updates
• Maintain and update internal systems (Microsoft Dynamics CRM)
• Monitor seminar feedback and drive follow-up actions
• Identify opportunities to enhance client engagement and service delivery
• Produce internal and external reports and data
• Conduct regular system audits for data accuracy

Key requirements

• Degree in finance-related subject or background in customer service, sales, or administration
• Experience in customer service, sales, or administrative roles
• Strong written and verbal communication skills
• Ability to manage multiple clients and deadlines
• Highly organized with attention to detail
• Confidence in a target-driven environment
• Proactive and solutions-focused mindset
• Desirable: CRM experience (Dynamics, Salesforce); knowledge of financial services; intermediate Microsoft Office skills

• Strong communication
• Organized and detail-oriented
• Proactive problem-solver
• Client-facing demeanor
• CRM systems (Microsoft Dynamics, Salesforce)
• Microsoft Office (Excel, PowerPoint, Outlook, Word, Teams)

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