Client Service/Relationship Exec - Financial Services - London

Job Title: Client Service/Relationship Exec - Financial Services - London
Contract Type: Permanent
Location: London
Salary: £40000 - £50000 per annum
Reference: BBBH14920_1491982165
Contact Name: Tom Baker
Contact Email:
Job Published: April 12, 2017 08:29

Job Description

Twenty Financial Services are working with a leading Financial Organisation who are looking for a Client Relationships Executive to join their team. You will be responsible for all pre/post sales client relationship management activities supporting the wider business. Your role will be split into 3 main areas; Relationship Management, Sales Support and Supporting the Associates and wider team.


  • Engage with all client and develop their understanding and usage of all products and services.
  • Manage client onboarding through face to face training, documentation and support.
  • Develop strategies to improve communication of key events and consultations with key teams in the business
  • Analyse complex issues and work closely with internal teams, delegating work to associates or resources.
  • Support the creation of account profiles and plans
  • Support the pre-sales cycle and provide in-depth product benefits to prospects
  • Promote and document upselling opportunities


  • Bachelors degree
  • 5 years experience in a Client Services/Account Management position (Financial Services)
  • Strong Microsoft Office Skills, particularly excel
  • Delegation skills
  • Experience of dealing with complex queries