Find a job 
Featured Companies 
Featured Universities 
For Companies At a Glance
- Tasks: Join us as an Account Associate, managing client relationships and delivering financial education.
- Company: Be part of a dynamic team focused on enhancing financial wellbeing for corporate clients.
- Benefits: Enjoy hybrid working, flexible hours, and opportunities for professional growth.
- Why this job: This role offers hands-on experience in client management and impactful financial education initiatives.
- Qualifications: 1 year in client support, proficiency in Microsoft Office, and a passion for financial wellbeing.
- Other info: Apply with your CV to Tony Ward, referencing job 16894TW for more details.
The predicted salary is between 28800 - 48000 £ per year.
Our client is seeking an Account Associate (Financial Education) to join their team on a permanent basis. This will be hybrid working.
Find out exactly what skills, experience, and qualifications you will need to succeed in this role before applying below.
Responsibilities include (but not limited to):
• Coordinating the onboarding journey for new corporate clients.
• Assisting with day-to-day relationship management across a portfolio of corporate clients and prospects.
• Coordinating meetings, follow-ups and communications with clients, partners, and new business leads.
• Supporting the creation and delivery of tailored financial education proposals and programmes.
• Helping organise and deliver virtual and in-person events, including new client pitches and demos.
• Producing client-facing materials such as agendas, impact reports and feedback summaries.
• Supporting the team with data and insights to track engagement, outcomes, and potential upsell opportunities.
• Collaborating with internal teams to ensure consistent delivery, commercial alignment, and a smooth client journey.
• Keeping the CRM updated and supporting pipeline management activity
Skills and experience:
• Minimum 1 year of experience in a client support or coordinator role (HR/reward facing experience preferable).
• Competent in Microsoft Office (Outlook, Excel, PowerPoint, Word) and database management.
• A genuine interest in developing commercial skills and growing within a client-facing environment.
• A strong interest in financial wellbeing, financial education, or employee benefits.
For more information please send CV in to Tony Ward quoting job reference 16894TW
Account Associate employer: Barbara Houghton Associates
Contact Detail:
Barbara Houghton Associates Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Account Associate
✨Tip Number 1
Familiarise yourself with the financial education sector. Understanding the latest trends and challenges in financial wellbeing will not only help you during interviews but also show your genuine interest in the field.
✨Tip Number 2
Network with professionals in the industry. Attend relevant events or webinars to connect with people who work in client support roles. This can provide valuable insights and potentially lead to referrals.
✨Tip Number 3
Brush up on your CRM skills. Since keeping the CRM updated is part of the role, being proficient in popular CRM software can give you an edge. Consider taking a short course if you're not already familiar.
✨Tip Number 4
Prepare for scenario-based questions. Think about how you would handle various client situations, such as managing difficult clients or coordinating successful events. This will demonstrate your problem-solving skills and readiness for the role.
We think you need these skills to ace Account Associate
Some tips for your application 🫡
Understand the Role: Before applying, make sure you fully understand the responsibilities of the Account Associate position. Highlight your relevant experience in client support or coordination roles, especially if you have HR or reward-facing experience.
Tailor Your CV: Customise your CV to reflect the skills and experiences mentioned in the job description. Emphasise your proficiency in Microsoft Office and any experience with CRM systems, as these are crucial for the role.
Craft a Compelling Cover Letter: Write a cover letter that showcases your genuine interest in financial wellbeing and education. Mention specific examples of how you've successfully managed client relationships or coordinated events in the past.
Proofread Your Application: Before submitting, carefully proofread your CV and cover letter for any errors. A polished application demonstrates attention to detail, which is essential for the Account Associate role.
How to prepare for a job interview at Barbara Houghton Associates
✨Showcase Your Client Management Skills
Make sure to highlight any previous experience you have in client support or coordination. Be prepared to discuss specific examples of how you've successfully managed client relationships and contributed to their satisfaction.
✨Demonstrate Your Organisational Abilities
Since the role involves coordinating meetings and managing multiple tasks, be ready to share how you stay organised. Discuss tools or methods you use to keep track of your responsibilities and ensure nothing falls through the cracks.
✨Express Your Interest in Financial Education
The company values a genuine interest in financial wellbeing and education. Be sure to convey your enthusiasm for these topics and how they align with your career goals. This will show that you're not just looking for any job, but are genuinely interested in this field.
✨Prepare for Scenario-Based Questions
Expect questions that assess how you would handle specific situations, such as onboarding a new client or dealing with a challenging client interaction. Think through potential scenarios and how you would approach them, demonstrating your problem-solving skills.
