B2B Client Account Manager

B2B Client Account Manager

Yeovil | -30,00035000 per annum + career progression | Monday - Friday Permanent

Introduction

Acorn by Synergie is recruiting a B2B Customer Account Manager for a forward-thinking financial services organisation. The role focuses on putting the customer first while supporting cross-selling and up-selling opportunities. This is an excellent opportunity for someone looking to build a long-term career in financial services, with full training and the chance to gain a nationally recognised degree. Anyone with a retail background, we want to hear from you as well.

Hours & Salary

• Monday - Friday, 08:30am - 5pm

• Salary: -28,000- -35,000 per annum initially, with increases as CII qualifications are achieved

Key Responsibilities

• Engage with customers to provide excellent service and advice

• Build strong, long-lasting customer relationships

• Identify cross-selling and up-selling opportunities while prioritising the customer journey

• Work towards gaining a company-funded CII professional qualification

• Participate in workshops, coaching, and on-the-job training

About You

• Enjoy interacting with people and building relationships

• Strong problem-solving skills

• Experience in customer service, administration, or hospitality is desirable but not essential

• Ambitious, motivated, and eager to progress within the company

• Willing to learn and develop through industry qualifications and internal programmes

Benefits

• 22 days holiday, increasing to 27 days with service (plus bank holidays)

• Access to a company-paid healthcare cash plan

• Company-funded CII qualification

• Cycle to work scheme and gym membership discounts

• Flexible benefits including critical illness cover, private medical insurance, and income protection

• Access to high street retailer discounts via reward and recognition platform

• Employee Assistance Programme (EAP)

• Employee discounts on a range of insurance products

Apply Now

If you''re ambitious, customer-focused, and ready to start your career in financial services, apply today to join this supportive and growing team.

Acorn by Synergie acts as an employment agency for permanent recruitment.

View Full Details