Client Relationship Manager

Search
Liverpool
Client Relationship Manager

Liverpool City Centre
Competitive Salary
Mon-Fri, 9-5Ready to take your client relationship skills to the next level?

We are currently recruiting for an Account Manager to join a market-leading financial wellbeing specialist supporting public sector organisations across the UK.

We're looking for a dynamic, people‑focused Corporate Account Manager to manage key client relationships, drive engagement for financial education programmes, and help shape the future of financial wellbeing in the workplace.

What You'll Be Doing

Owning and growing a portfolio of corporate clients
Leading client meetings, spotting opportunities, and driving engagement
Supporting and mentoring Account Executives
Delivering impactful projects and first‑class client service
Using data and insights to improve performance and outcomesWhat You'll Bring

Proven account management experience
Outstanding communication & relationship‑building skills
Project delivery experience (financial services ideal!)
Strong organisation, attention to detail & self‑motivation
CRM experience + confident with MS Office
R01 qualification (or working towards)Be part of a forward‑thinking organisation recognised as one of the UK's fastest‑growing companies, where your work directly helps people improve their financial futures.

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
Posted 2026-03-19

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