Corporate Account Executive

We're Hiring:
Corporate Account Executive

Location:

Liverpool City Centre

Hours:

Monday – Friday, 9:00am – 5:00pm (Fully Office Based)

Compensation:
Base salary + bonus opportunities

We are currently recruiting for a Corporate Account Executive to join a growing and fast‑paced financial services and wealth management company based in Liverpool City Centre. This is a fantastic opportunity for someone with a degree in finance-related subjects, or a background in customer service, sales, or administration who enjoys a varied, client‑facing role.

You'll work closely with Corporate Account Managers to support the delivery of financial education programmes to public sector clients, ensuring a seamless and professional experience from start to finish.

• Support Corporate Account Managers in maintaining and developing client relationships
• Coordinate and schedule seminars, managing logistics and Financial Coach diaries
• Act as a key point of contact for clients, handling queries via phone and email
  
  Ensure all seminar delegates receive accurate and timely information
• Maintain and update internal systems, including Microsoft Dynamics CRM
• Monitor seminar feedback and take appropriate follow-up actions
• Assist with identifying opportunities to grow client engagement and service delivery
• Produce reports and data for internal and external use
• Conduct regular system audits to ensure accuracy of client information

• Previous experience in customer service, sales, or administrative roles
• Strong communication skills, both written and verbal
• Ability to manage multiple clients and deadlines simultaneously
• Highly organised with excellent attention to detail
• Confidence working in a target-driven environment
• A proactive and solutions-focused mindset

• Experience using CRM systems (e.g. Dynamics, Salesforce)
• Knowledge of financial services or workplace financial education
• Intermediate Microsoft Office skills (Excel, PowerPoint, Outlook, Word, Teams)

• Structured Monday-Friday working hours (no weekends!)
• Modern office in Liverpool City Centre
• Bonus scheme available
• Opportunity to develop within a growing and reputable organisation
• Supportive team environment with ongoing training

Our client is a leading financial wellbeing and retirement specialist, providing education and support to public sector organisations across the UK. With continued growth and a strong reputation in the industry, this is an exciting time to join a business that is making a real difference.

Search is an equal opportunities recruiter and we welcome applications from all suitably skilled or qualified applicants, regardless of their race, sex, disability, religion/beliefs, sexual orientation or age.