At a Glance
- Tasks: Onboard new clients and manage ongoing relationships in a dynamic financial services environment.
- Company: Growing financial services business focused on the recruitment sector.
- Benefits: Competitive salary, supportive team culture, and opportunities for professional growth.
- Other info: Join a relationship-driven team with a focus on client satisfaction and retention.
- Why this job: Be the key contact for clients and make a real impact on their success.
- Qualifications: Experience in client management and onboarding within finance or recruitment sectors.
The predicted salary is between 40500 - 49500 £ per year.
Take the next step in your career now, scroll down to read the full role description and make your application.
Client Onboarding & Account Manager The Role
We are looking for an experienced Client Onboarding & Account Manager to join a growing financial services business supporting clients within the recruitment sector.
This is a relationship-led role, responsible for onboarding new clients and then managing the ongoing relationship.
You will be the key point of contact for clients, ensuring they are successfully set up, supported throughout the process and receive a high level of service once they are live.
The ideal candidate will have previous experience within recruitment finance, invoice finance, factoring or a similar commercial finance environment, combined with strong client management and onboarding experience.
Key Responsibilities
- Manage the end-to-end onboarding process for new clients.
- Gather and review required client documentation, including identification, financial and business information.
- Guide clients through system set-up and implementation.
- Act as the main point of contact throughout the onboarding journey.
- Build and maintain strong, long-term client relationships.
- Manage a portfolio of existing clients and deal with day-to-day queries and requirements.
- Work closely with internal teams to ensure clients are onboarded efficiently and smoothly.
- Proactively identify and resolve any client issues.
- Ensure clients understand the products, processes and services available to them.
- Maintain accurate client records and CRM information.
- Regularly communicate with clients to understand their requirements and ensure a positive experience.
- Support clients as their businesses grow and their requirements change.
- Identify opportunities to improve the client experience and strengthen retention.
- The Ideal Candidate
We're looking for someone who is naturally relationship-focused and enjoys being the person clients rely on.
Ideally, you will have
- Previous experience in recruitment finance, invoice finance, factoring, asset finance or commercial finance.
- Strong client/account management experience.
- Experience managing client onboarding, including gathering documentation and completing KYC/verification processes. xgikmsk
- Excellent communication and relationship-building skills.
- Confidence dea Please click on the apply button to read the full job description
Client Account Manager in Wokingham employer: CMR Jobs
Join a dynamic and fast-growing specialist finance business in Reading, where your role as a Business Development Consultant will not only drive your career forward but also contribute significantly to the company's UK expansion. With a supportive work culture that prioritises employee growth and development, you'll enjoy tailored training opportunities and the chance to build meaningful relationships within the recruitment sector, all while being part of a team that values innovation and collaboration.
StudySmarter Expert Advice🤫
We think this is how you could land Client Account Manager in Wokingham
✨Tap into Campus Networks
If you're still in uni, don’t forget to engage with your campus's career services and attend finance-related events. Banks often do presentations and recruitment drives on campus, so put yourself out there and make use of these opportunities to show off your passion for the field.
✨Get Certified
Consider pursuing relevant certifications like the CFA or ACCA while you’re job hunting. They not only beef up your CV but also connect you with professional bodies which can lead to networking opportunities and even job openings in banking and financial services.
✨Connect on Professional Platforms
Join finance-focused groups on platforms like LinkedIn and engage in discussions. This can really help you stand out from the crowd, allowing potential employers to see your knowledge and interest in industry trends. Plus, you might stumble upon job postings shared exclusively within the group.
✨Apply Directly and Be Proactive
Don’t shy away from reaching out directly to firms like CMR Jobs. Use their websites and apply through them, but also consider following up with a polite email to express your enthusiasm. Being proactive can make a huge difference in getting noticed in the competitive financial services sector.
We think you need these skills to ace Client Account Manager in Wokingham
Some tips for your application 🫡
Show Off Your Numbers!:In the banking and financial services world, quantifiable achievements are key. Make sure your CV highlights your grades in relevant subjects, any financial certifications you hold, and specific projects where you've delivered measurable results. Employers love to see how your skills translate into real-world success.
Tailor Your Cover Letter to the Role:When applying for a full-time position, your cover letter should make a direct connection between your experience and the job description. Don't just state your enthusiasm for finance—dive into how your background in banking or financial analysis sets you apart. Let your passion shine through while being specific about what you can bring to CMR Jobs.
Include Relevant Financial Software Experience:If you've worked with financial modelling tools or software like Excel, SAP, or specific analytical tools during your studies or internships, bring that up! Highlighting your proficiency can really make your application pop and show you're ready to hit the ground running in a full-time role.
Research and Reflect:Before hitting that 'apply' button on CMR Jobs's website, do a little digging. Look up their recent projects, values, and culture. Reflecting their ethos in your application can make a huge difference and show you’re genuinely interested in being part of the team!
How to prepare for a job interview at CMR Jobs
✨Brush Up on Financial Analysis Skills
Make sure you're well-versed in financial concepts and analytical techniques relevant to banking and financial services. Get comfortable with tools like Excel for modelling or financial forecasting, as technical questions in this area are common during interviews with CMR Jobs.
✨Prepare for Case Studies
Expect to tackle case studies that demonstrate your problem-solving skills in real-world banking scenarios. Familiarise yourself with the types of problems you might face—think risk assessments or investment evaluations—and be ready to articulate your thought process clearly.
✨Show Your Passion for Finance
Since this is a full-time position, employers at CMR Jobs will be keen to see your genuine interest in finance. Be prepared to discuss recent industry trends or news articles that excite you, showcasing your enthusiasm and engagement with the field.
✨Network with Industry Professionals
Before your interview, reach out to current or former CMR Jobs employees on platforms like LinkedIn. They'll offer unique insights into the company's culture and the interview process, which can give us a delightful edge in showcasing a good fit for the team.
