Corporate Account Executive

📍 Liverpool City Centre
🕘 Monday - Friday, 9:00am - 5:00pm (Fully Office Based)
💰 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 subjecs, or/and 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.

If you're interested in this opportunity, please send your CV to (url removed) and I'll be in touch!

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