Position: Account Executive

Contract Type: 12-month Fixed Term Contract

Location: City Centre Birmingham – Hybrid (3 days in the office)

Salary Guide: Circa £30-32,000 + Benefits

Exciting Opportunity for an Account Executive in the Financial Services Sector

Company Overview:

Our client operates within the financial services sector.

Job Summary:

We are seeking an Account Executive with a background in financial services or banking (or similar related financial products provision), particularly with experience working directly with clients or customers on a daily basis, to join our client’s team for an initial 12-month fixed-term contract. A permanent role will also be available for the holder if desired following this contract. The role entails managing a portfolio of client accounts, providing support and guidance to clients, and ensuring that they derive maximum benefit from our services.

Responsibilities:

• Resolve all client queries accurately and promptly.
• Support clients to ensure they maximize the benefit from the service, leading to increased satisfaction, client longevity, and operational efficiency.
• Assist clients with onboarding, ensuring that all accounts are set up accurately and within agreed parameters.
• Ensure that audited and management accounts, and other necessary management information, are received on time.
• Record and implement client records and status changes promptly and correctly.
• Help to develop and maintain strong commercial relationships with internal stakeholders and with clients.
• Be a supportive and participative team member, ensuring that team members’ duties are effectively carried out in their absence.
• Agree realistic funding limits for clients (up to agreed authority levels) in line with sound commercial judgment.

Qualifications and Experience:

• Previous experience in an account management role, ideally in the invoice/asset financing or related industry within the financial services or banking sector.
• Excellent communication and interpersonal skills with a proven track record of working directly with clients or customers on a daily basis.
• Ability to build and maintain relationships with clients.
• Strong analytical and problem-solving skills.
• Ability to work independently and as part of a team.

Benefits:

• Competitive salary and benefits package.
• Opportunity to work for a leading provider of financing solutions.
• Chance to make a real difference to the success of our clients.
• Supportive and collaborative work environment.

If you believe that you possess the required experience and skills for this role, we encourage you to apply by clicking the ‘Apply Now’ button and submitting your CV. We look forward to connecting with you to discuss the next steps.

#INDSJ