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- 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.
- Why this job: Join a dynamic team and make a real impact in client success and business growth.
- Qualifications: 1+ year in client support, strong communication skills, and a proactive mindset.
- Other info: Great opportunities for personal and professional development in a supportive environment.
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 that aren’t even advertised.
✨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!
✨Tip Number 3
Follow up after interviews with a thank-you email. It’s a simple gesture that keeps you fresh in their minds and shows your enthusiasm for the role.
✨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 CV: Make sure your CV speaks directly to the role of Account Associate. Highlight any experience in client support or relationship management, and don’t forget to mention your skills in Microsoft Office and database management!
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to showcase your passion for financial education and how your proactive mindset can contribute to our team. Keep it friendly and professional, just like us!
Show Off Your Communication Skills: Since this role involves a lot of client interaction, make sure your written application reflects your strong communication skills. Pay attention to detail and ensure everything is clear and concise.
Apply Through Our Website: We encourage you to apply through our website for a smoother process. It’s the best way for us to receive your application and get to know you better. We can’t wait to see what you bring to the table!
How to prepare for a job interview at Artemis Recruitment Consultants Ltd
✨Know Your Role Inside Out
Before the interview, make sure you thoroughly understand the Account Associate role and its responsibilities. Familiarise yourself with the company's financial education programmes and how they support corporate clients. This will help you demonstrate your genuine interest and show that you're ready to contribute from day one.
✨Showcase Your People Skills
Since this role is all about relationship management, be prepared to discuss your experience in client service or HR support. Think of specific examples where you've successfully built relationships or resolved issues. Highlight your friendly and adaptable approach, as these traits are key for success in this position.
✨Prepare for Scenario Questions
Expect questions that assess your problem-solving abilities and how you handle multiple tasks. Prepare scenarios where you've had to prioritise effectively or spot opportunities for upselling. This will showcase your proactive mindset and ability to manage a busy workload, which is crucial for the role.
✨Ask Insightful Questions
At the end of the interview, have a few thoughtful questions ready to ask. Inquire about the team dynamics, the types of financial education programmes you'll be involved with, or how success is measured in the role. This shows your enthusiasm and helps you gauge if the company is the right fit for you.
