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Permanent

Client Account Manager

CMR Jobs Limited
Wokingham
money-bag £35000 Annual
Posted: 01 September 2026 (Today)
Closing date: 01 October 2026
Ref: 3165784662

Client Onboarding and Account Manager The Role We are looking for an experienced Client Onboarding and Account Manager to join a growing financial services business supporting clients within the recruitment sector. This is a relationship-led role, responsible for onboarding new clients and then managing the ongoing relationship. You will be the key point of contact for clients, ensuring they are successfully set up, supported throughout the process and receive a high level of service once they are live. The ideal candidate will have previous experience within recruitment finance, invoice finance, factoring or a similar commercial finance environment, combined with strong client management and onboarding experience. Key Responsibilities Manage the end-to-end onboarding process for new clients. Gather and review required client documentation, including identification, financial and business information. Guide clients through system set-up and implementation. Act as the main point of contact throughout the onboarding journey. Build and maintain strong, long-term client relationships. Manage a portfolio of existing clients and deal with day-to-day queries and requirements. Work closely with internal teams to ensure clients are onboarded efficiently and smoothly. Proactively identify and resolve any client issues. Ensure clients understand the products, processes and services available to them. Maintain accurate client records and CRM information. Regularly communicate with ..... full job details .....

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