At a Glance
- Tasks: Support financial education programmes and build relationships with corporate clients.
- Company: Purpose-driven business focused on financial wellbeing and education.
- Benefits: Competitive salary, private medical insurance, and early finishes on Fridays.
- Other info: Great opportunities for personal and professional development in a supportive environment.
- Why this job: Join a dynamic team and make a real impact in client satisfaction and business growth.
- Qualifications: 1 year in client support, strong communication skills, and a proactive mindset.
The predicted salary is between 30000 - 35000 £ per year.
Our client is looking for an Account Associate to support their 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.
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.
Skills & 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
- Excellent attention to detail and strong written and verbal communication skills
- A genuine interest in developing commercial skills and growing within a client-facing environment
- A proactive mindset with the ability to manage multiple tasks, prioritise effectively, and spot opportunities
- A friendly, professional, and adaptable approach to working with people at all levels
- A genuine interest in financial wellbeing, financial education, or employee benefits
Why Join Us:
As part of the team, you’ll benefit from:
- Employee Assistance Programme: access to private GP appointments, savings & discounts, gym membership, financial wellbeing tools
- 21 days holiday + annual accrual
- Access to funded Private Medical Insurance
- 'Family Friday' – finish early on the last Friday of each month
ACCOUNT ASSOCIATE (SJP) - LONDON employer: Artemis Recruitment Consultants Ltd
Contact Detail:
Artemis Recruitment Consultants Ltd Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land ACCOUNT ASSOCIATE (SJP) - LONDON
✨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 you might not find on job boards.
✨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 what they do and how you can contribute.
✨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’ve got loads of opportunities, and applying directly can sometimes give you an edge over other candidates.
We think you need these skills to ace ACCOUNT ASSOCIATE (SJP) - LONDON
Some tips for your application 🫡
Tailor Your Application: Make sure to customise your CV and cover letter for the Account Associate role. Highlight your experience in client support or coordination, and show how your skills align with what we’re looking for. This helps us see why you’d be a great fit!
Showcase Your Communication Skills: Since this role involves a lot of relationship management, it’s crucial to demonstrate your strong written and verbal communication skills. Use clear, concise language in your application to reflect your ability to communicate effectively with clients and colleagues.
Highlight Your Organisational Skills: We love candidates who are highly organised! Share examples of how you’ve managed multiple tasks or projects in the past. This will show us that you can handle the fast-paced environment of our Financial Education and Strategic Partnerships team.
Apply Through Our Website: Don’t forget to submit your application through our website! It’s the best way for us to receive your details and ensures you’re considered for the role. Plus, it makes the whole process smoother for everyone involved.
How to prepare for a job interview at Artemis Recruitment Consultants Ltd
✨Know Your Stuff
Make sure you understand the role of an Account Associate and the specifics of financial education. Research the company’s values and recent projects to show your genuine interest and alignment with their mission.
✨Showcase Your People Skills
Since this role is all about relationship management, prepare examples that highlight your experience in client support or coordination. Think of times when you successfully managed relationships or resolved issues, and be ready to share those stories.
✨Be Organised and Proactive
Demonstrate your organisational skills by discussing how you manage multiple tasks and prioritise effectively. You might even want to bring a planner or digital tool to show how you keep track of your responsibilities.
✨Ask Insightful Questions
Prepare thoughtful questions that reflect your understanding of the role and the company. Inquire about their approach to financial education programmes or how they measure client satisfaction. This shows you're not just interested in the job, but also in contributing to their success.