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The largest provider of Financial Education and Well-being support within the public sector are seeking to recruit a Corporate Account Executive to join their busy team in the centre of Bristol. Owned by a multi-award winning national Wealth Management Company with a fantastic reputation for providing high quality education, advice and guidance to both the private and public sector. They are leaders in their field, achieving record results every year and are growing the business for continued future success.

Key Responsibilities:

  • Complete ownership of a large portfolio of public sector clients. Involves forecasting, planning and managing client's entire seminar delivery journey.

  • Develop your product knowledge and engage with clients in a meaningful way to increase product adoption and business growth

  • Accurately record client information for pre and post seminar service. Proactively review the data to ensure the systems contain correct and relevant information

  • Collaborate with internal and external stakeholders ensuring communications, timescales, objectives and requirements are achieved

Key Skills:

  • Proven track record of customer service skills and the ability to maintain positive relationships
  • Ability to work on own initiative and multi-task with a flexible attitude
  • Highly organised and comfortable making decisions on own analysis of operational requirements
  • Self-motivated and able to motivate others with a focus on delivering results
  • Excellent time management skills working to tight deadlines and the ability to manage/prioritise workload
  • Experience of working towards and achieving targets
  • Thorough approach to work and excellent attention to detail
  • Intermediate knowledge of Microsoft Office e.g. Excel, PowerPoint, Outlook, Word, Teams

We want to hear from you even if you don't meet all of the Key Skills. If you think you have transferable skills and are eager to take on new challenges please don't hesitate to get in touch. Experience working in Financial Services is not required as training will be regularly provided.

The client is offering a competitive basic salary plus bonus and company benefits including: pension, 25 days holiday + bank holidays, death in service, PMI and much more.

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.