Account Manager

Job Description:

Do you have professional experience in a sales/relationship management function? Our client, a financial services firm based in Edinburgh, is recruiting for an Account Manager to join the team on a permanent basis.

In this role, you will serve as the main point of contact in all matters related to client concerns and needs, building and strengthening client relationships to achieve long-term partnerships.

• Experience in a sales/relationship management function in financial services


• Proven track record of meeting or exceeding KPIs


• Prioritisation skills


• Strong communication skills.


• Excellent organisational skills and attention to detail.


• Proficiency in Salesforce

• Control the end-to-end onboarding process with new clients, ensuring excellent level of service.


• Handle inquiries and requests from customers and address their needs.


• Meet regularly with other stakeholders in the business to discuss progress and find new ways to improve business.


• Generate progress reports for clients and senior leaders within the organisation.


• Identify upsell, cross-sell, and renewal opportunities

• A highly competitive salary


• Wider Benefits package

Core-Asset Consulting is an equal opportunities recruiter and we welcome applications from everyone irrespective of age, disability, gender, gender identity or expression, race, colour, ethnic or national origin, sexual orientation, religion or belief, marital/civil partner status or pregnancy.

Job reference: 15946

To apply for this vacancy applicants must be eligible to work in the UK in accordance with the Immigration, Asylum and Nationality Act 2006.

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Core-Asset Consulting offers specialist recruitment services to asset management, accounting & finance, asset servicing, legal and the wider financial services sector in Scotland.

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