At a Glance
- Tasks: Support engaging financial education programmes and build strong client relationships.
- Company: AAG, a fast-growing company focused on financial wellbeing.
- Benefits: Competitive salary, discretionary bonus, and flexible working options.
- Other info: Join a collaborative culture that values curiosity and connection.
- Why this job: Make a real impact in financial education while developing your career.
- Qualifications: Experience in client service or relationship coordination is a plus.
The predicted salary is between 30000 - 35000 £ per year.
Location: London office-based with access to working from home days
Salary: £30,000 – £35,000 (Experience dependent) + Discretionary bonus
Hours: Full-time
At AAG, we believe financial wellbeing should be accessible, engaging and genuinely useful. Since 1995, we’ve supported individuals and businesses alike through award-winning financial education and comprehensive wealth management services. We’ve built a collaborative culture that celebrates curiosity, commitment, and connection and we’re proud to be growing fast.
As part of this growth, we’re looking for a Client Success Associate to support our Financial Education and Strategic Partnerships team. This is a fantastic opportunity for someone with a background in relationship coordination, client service, or HR support and who’s keen to contribute directly to new business development and commercial growth in a forward-thinking, purpose-driven business.
What You’ll Be Doing:
- This role is focused on supporting the delivery of engaging financial education programmes for our corporate clients, while also playing a key role in building and nurturing relationships that unlock new opportunities.
- You’ll work closely with senior colleagues across Financial Education and Business Development to ensure clients and prospects are onboarded into AAG Financial Education and receive a market leading experience.
- Your responsibilities will include:
- 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
What You’ll Bring:
This is an ideal role for someone who’s highly organised, people-oriented, and commercially curious, ready to contribute to both new business success and client satisfaction.
Client Success Associate employer: AAG Financial Education
AAG is an exceptional employer that fosters a dynamic and collaborative work culture, perfect for those looking to make a significant impact in the Corporate Financial Education sector. With a strong focus on employee growth, you will have the autonomy to shape strategies and enjoy a performance-driven commission structure that truly rewards your efforts. Located in a vibrant area, AAG offers unique advantages such as networking opportunities with industry leaders and a supportive environment that encourages innovation and professional development.
StudySmarter Expert Advice🤫
We think this is how you could land Client Success Associate
✨Tip Number 1
Network like a pro! Reach out to people in your industry on LinkedIn or at events. A friendly chat can lead to opportunities that aren’t even advertised yet.
✨Tip Number 2
Prepare for interviews by researching the company and its culture. Show them you’re not just another candidate; you’re genuinely interested in their mission and values.
✨Tip Number 3
Follow up after interviews with a thank-you email. It’s a simple gesture that shows your appreciation and keeps you fresh in their minds.
✨Tip Number 4
Don’t forget to apply through our website! We love seeing applications directly from candidates who are excited about joining us at StudySmarter.
We think you need these skills to ace Client Success Associate
Some tips for your application 🫡
Tailor Your CV:Make sure your CV speaks directly to the role of Client Success Associate. Highlight any experience in relationship coordination or client service, and don’t forget to sprinkle in some examples of how you’ve contributed to business growth.
Craft a Compelling Cover Letter:Your cover letter is your chance to shine! Use it to tell us why you’re passionate about financial education and how your skills align with our mission. Keep it engaging and personal – we want to get to know the real you!
Showcase Your Organisational Skills:Since this role is all about coordination, make sure to highlight your organisational prowess. Share specific examples of how you’ve managed multiple tasks or projects simultaneously, and how you kept everything running smoothly.
Apply Through Our Website:We encourage you to apply through our website for a seamless application process. It’s the best way for us to receive your application and ensures you don’t miss out on any important updates from our team!
How to prepare for a job interview at AAG Financial Education
✨Know Your Stuff
Before the interview, make sure you understand AAG's mission and values. Familiarise yourself with their financial education programmes and how they support clients. This will show your genuine interest in the role and help you connect your experience to their needs.
✨Showcase Your People Skills
As a Client Success Associate, relationship management is key. Prepare examples of how you've successfully built and maintained client relationships in the past. Be ready to discuss specific situations where your communication skills made a difference.
✨Be Organised and Proactive
Demonstrate your organisational skills by discussing how you manage multiple tasks and priorities. Share examples of how you've coordinated projects or events, especially if they involved client interactions. This will highlight your ability to handle the responsibilities of the role.
✨Ask Insightful Questions
Prepare thoughtful questions about the team, the onboarding process for new clients, and how success is measured at AAG. This shows that you're not just interested in the job, but also in how you can contribute to the company's growth and client satisfaction.
