Account Manager

Red Recruitment
Liverpool
Account Manager

Red Recruitment is recruiting an Account Manager on behalf of our client who is a financial well being and retirement specialist in the public sector. This position will involve effectively managing a large portfolio of existing corporate clients by successfully implementing and managing delivery of education, guidance and advice services to their public sector clients. This role includes a competitive salary as well as a performance-based bonus.

This position is located in Liverpool.

Benefits, Culture, and Salary for an Account Manager:

Salary: Competitive
Hours: Monday - Friday, 9am - 5pm
Contract Type: Permanent
Location: Liverpool
Performance-based bonus of up to £4,500
25 days annual leave plus bank holidays
Workplace Pension
Private medical insurance for employees
Permanent health insuranceKey Responsibilities of an Account Manager:

Manage the day to day business relationships of corporate clients, whilst supporting the delivery of seminar programme and enquiry generation for advice services and digital service
Produce accurate business forecasts for account portfolio and continually review performance against this
Research existing clients using available tools and resources to identify seminar growth opportunities, which the team can then implement
Promote and encourage excellent customer service as well as client relationship building skills to ensure client satisfaction and business loyalty
Schedule regular client review meetings to better understand their individual requirements and provide product focused solutions, which the team can then implement
Resolve challenging client requests or issues and ensure that queries are escalated appropriatelyKey Skills and Experience of an Account Manager:

Proven account management skills

Excellent influencing and interpersonal skills
A proven track record of excellent customer service skills and the ability to maintain positive client relationships
Successful history of delivering client centred projects, ideally within the financial services business to business space
Track record of managing projects from inception to completion
Experience of working in a sales environment where targets are set and achieved
Self-motivated and able to motivate others with a focus on delivering results
Excellent interpersonal and communication skills, both written and verbal
Highly organised and comfortable making decisions on own analysis of operational requirements
Thorough approach to work and excellent attention to detail
Ability to work to deadlines with proven time management skills
Ability to work on own initiative and multi-task with a flexible attitude
Able to build rapport with others within WEALTH at work and with 3rd parties
Proactive team player showing flexibility in the role undertaking any other duties to ensure the smooth running of the team that are required from time to time
Proficient in the use of Microsoft Office - PowerPoint, Excel, Outlook and Word
Experience using CRM software e.g. Salesforce, Microsoft DynamicsIf you have the relevant skills and are interested in this position, please apply now!

Red Recruitment (Agency)
Posted 2026-03-18

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