Find a job 
Featured Companies 
Featured Universities 
For Companies At a Glance
- Tasks: Manage finance applications and build strong customer relationships in a dynamic environment.
- Company: Join a thriving finance company with a brand-new team in Liverpool.
- Benefits: Enjoy 25 days holiday, private medical, pension, and growth opportunities.
- Why this job: Make an impact while working with entrepreneurs and SMEs in a fast-paced setting.
- Qualifications: Previous experience in finance, sales, or customer service is preferred but not essential.
- Other info: Full-time role based in Liverpool City Centre, Monday to Friday, 9-5pm.
The predicted salary is between 28000 - 42000 £ per year.
Join a brand-new team in a thriving finance company! Are you a driven and ambitious professional looking to make an impact? This is a fantastic opportunity to be part of a brand-new team within an established finance company. If you thrive in a fast-paced environment and enjoy working with entrepreneurs and SMEs, this role is for you!
We are seeking an Account Executive to play a key role in managing finance applications from start to finish. This role is ideal for someone who enjoys building relationships, ensuring excellent customer outcomes, and working in a dynamic, growing environment.
About the role
- Location: Liverpool City Centre
- Role: Full time, office based
- Hours: Mon - Fri, 9-5pm
- Salary: up to £35K per annum plus commission - OTE 50K
- Benefits: 25 days holiday plus bank holidays, pension, private medical, growth opportunities
Key Responsibilities
- Develop and maintain strong relationships with customers and partners to drive business growth.
- Proactively manage and update the customer database, identifying new opportunities and securing repeat business.
- Guide customers through the finance application process, ensuring smooth and efficient processing.
- Work closely with internal teams and external lenders to ensure high service standards are met.
- Review financial documents and liaise with underwriting teams to secure funding approvals.
- Ensure all documentation is accurately processed and deadlines are met.
- Provide outstanding customer service and support throughout the finance journey.
- Continuously seek ways to improve processes and enhance customer experience.
Experience Required
- Previous experience in finance, sales, or customer service roles.
- Strong communication and relationship-building skills.
- Ability to manage multiple tasks in a fast-paced environment.
- Attention to detail and accuracy in processing financial documentation.
- Proactive mindset with a passion for delivering excellent customer outcomes.
- Experience working within financial services or SME lending is a plus but not essential.
Account Executive in Liverpool employer: Roberts Webb Recruitment
Contact Detail:
Roberts Webb Recruitment Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Account Executive in Liverpool
✨Tip Number 1
Familiarise yourself with the finance industry, especially focusing on SMEs and lending processes. Understanding the specific challenges and needs of these businesses will help you stand out during interviews.
✨Tip Number 2
Network with professionals in the finance sector, particularly those who work with SMEs. Attend local finance events or join relevant online forums to build connections that could lead to valuable insights and potential referrals.
✨Tip Number 3
Prepare to discuss your previous experiences in customer service or sales, highlighting how you've successfully built relationships and managed client expectations. Use specific examples to demonstrate your skills and achievements.
✨Tip Number 4
Showcase your proactive mindset by thinking of ways to improve customer experience in the finance application process. Be ready to share innovative ideas during your interview to demonstrate your commitment to excellence.
We think you need these skills to ace Account Executive in Liverpool
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights relevant experience in finance, sales, or customer service. Emphasise your relationship-building skills and any previous roles where you managed customer interactions.
Craft a Compelling Cover Letter: Write a cover letter that showcases your passion for the role and the finance industry. Mention specific examples of how you've successfully built relationships and improved customer outcomes in past positions.
Highlight Relevant Skills: In your application, focus on skills that align with the job description, such as attention to detail, multitasking abilities, and a proactive mindset. Use concrete examples to demonstrate these skills.
Follow Up: After submitting your application, consider sending a polite follow-up email to express your continued interest in the position. This can help keep you on their radar and show your enthusiasm for the role.
How to prepare for a job interview at Roberts Webb Recruitment
✨Research the Company
Before your interview, take some time to research the finance company and its values. Understanding their mission and recent developments will help you tailor your responses and show genuine interest in the role.
✨Prepare for Relationship-Building Questions
Since the role focuses on building strong relationships with customers and partners, be ready to discuss your past experiences in relationship management. Think of specific examples where you successfully built rapport or resolved conflicts.
✨Demonstrate Your Proactive Mindset
The company is looking for someone with a proactive approach. Be prepared to share instances where you took initiative to improve processes or enhance customer experiences in your previous roles.
✨Showcase Your Attention to Detail
Given the importance of accuracy in processing financial documentation, highlight your attention to detail during the interview. You could mention specific tools or methods you use to ensure precision in your work.
