At a Glance
- Tasks: Manage client accounts, build relationships, and drive new business opportunities.
- Company: Join Jay City Finance, a respected asset finance broker with 20 years of experience.
- Benefits: Enjoy a competitive salary, bonuses, life insurance, and healthcare.
- Why this job: Be part of a dynamic team focused on exceptional service and career growth.
- Qualifications: Sales or account management experience preferred; a willingness to learn is essential.
- Other info: This is a full-time, office-based role in Kings Langley.
The predicted salary is between 22000 - 30000 £ per year.
Client Account Manager who is personable, with a great telephone manner and who has a consultative approach to managing and selling into existing client accounts is required to join our growing team at Jay City Finance, a direct corporate asset finance broker based in Kings Langley, Hertfordshire.
ALL LEVELS OF SALES & ACCOUNT MANAGEMENT EXPERIENCE CONSIDERED. Ideally you will understand broker asset finance procedures, finance products and/or financial services. If not that’s fine too providing you’re happy to learn about our finance products and services and have a good sales and/or account management background.
SALARY: £22,000 – £30,000 (Basic Salary) / £35,000 - £45,000 OTE (includes Basic Salary) + Discretionary Profit Related End of Year Bonus, Life Insurance and Healthcare.
LOCATION: Kings Langley, Hertfordshire (100% Office Based)
JOB TYPE: Full-Time, Permanent
WORKING HOURS: 9am – 5pm Monday to Friday
JOB OVERVIEW: Jay City Finance is a well-respected vendor and direct corporate asset finance broker which operates across a broad range of assets and industries and as part of our growth strategy we now have a fantastic new job opportunity for a Client Account Manager who is personable, with a great telephone manner and who has a consultative approach to managing and selling into existing client accounts.
Working as the Client Account Manager you will report to the Sales Director and will have the responsibility for calling and managing our live portfolio of client accounts to ensure that we maintain the strength of relationships already in place, by providing continued service levels, striving to build on future loyalty and to create new business opportunities.
This position requires excellent communication skills, both on the telephone and in person, and a strong understanding of finance products would be preferential. You will also work closely with the external sales team and our sales support team internally, to create and manage new business quotations to all our direct and vendor driven clients, ensuring a smooth transaction from lead generation to deal closure.
As the Client Account Manager within our Company, you'll be part of a dynamic and fast-paced team dedicated to delivering exceptional service to our partners and clients. This role is an excellent opportunity to join a 20-year established family run finance brokerage, that is now in a period of consistent growth and employment – providing plenty of long-term opportunity for career progression.
DUTIES:
- Client Outreach
- Contact existing clients to identify opportunities for new business
- Build and maintain strong relationships with clients
- Understand clients’ financial needs and propose suitable asset finance solutions with the support of the management team
- Take ownership of leads generated through client interactions
- Prepare detailed finance proposals tailored to clients' requirements
- Present finance proposals to clients, addressing any questions or concerns and negotiate pricing to close the sale
- Manage referrals, requesting relevant additional information direct from the client and act as the first point of contact
- Work with the external sales team to manage and suggest client quoting rates and initial conditions to the sales support team
- Promote and be capable of selling the merits of asset finance leasing and negotiate on rate if required and/or refer to senior management to discuss and agree strategy
- Collaborate with lenders to place deals efficiently
- Ensure all necessary documentation is collected and submitted accurately
- Track the progress of deals and keep clients informed at every step
- Act as the primary point of contact for existing clients throughout the finance process
- Provide exceptional customer service, addressing any issues that arise
- Follow up with client’s post-deal to ensure satisfaction and explore further opportunities
- Hit personal and team volume, income and margin targets
- Attend sales meetings where you will be required to review performance from the previous month & provide a forecast for the following month
- Work closely with the sales support team internally, to ensure that all converted proposals are completed successfully
- Prepared to challenge and bring forward ideas to improve the team and performance
This office-based role will have continual contact with both existing and new customers. Therefore, the ability to build new and maintain existing relationships will be key to your success, as will the ability to demonstrate empathy and understanding whilst maintaining a clear focus on objectives.
CANDIDATE REQUIREMENTS:
- Previous experience in sales, finance, or client management is an advantage
- An understanding of broker asset finance procedure, products and financial services is preferential
- Excellent communication and interpersonal skills
- Proven ability to build and maintain client relationships
- Highly organised with strong attention to detail
- Learner/growth mindset
- Resilience and having the ability to handle rejection and bounce back from setbacks is essential in a high-pressure environment
- Service-focused
- Good written and numeracy skills
- IT Literate
HOW TO APPLY: To be considered for this job vacancy, please submit your CV to our Recruitment Team who will review your details.
Client Account Manager employer: Jay City Finance
Contact Detail:
Jay City Finance Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Client Account Manager
✨Tip Number 1
Familiarise yourself with the asset finance industry. Understanding the basics of finance products and services will give you an edge in conversations with potential clients and demonstrate your commitment to learning.
✨Tip Number 2
Practice your telephone manner. Since this role heavily relies on communication, rehearse how you would introduce yourself and engage clients over the phone to ensure you come across as personable and professional.
✨Tip Number 3
Network within the finance community. Attend local finance events or join online forums to connect with professionals in the field. This can help you gain insights and potentially lead to referrals when applying for the position.
✨Tip Number 4
Prepare for role-play scenarios. Since the job involves managing client relationships and negotiating deals, practising these skills with a friend or mentor can help you feel more confident during interviews.
We think you need these skills to ace Client Account Manager
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights relevant experience in sales and account management. Emphasise any previous roles where you've built client relationships or managed accounts, as this is crucial for the Client Account Manager position.
Craft a Compelling Cover Letter: Write a cover letter that showcases your personable nature and great telephone manner. Use specific examples from your past experiences to demonstrate your consultative approach and how you can add value to Jay City Finance.
Highlight Your Learning Mindset: Since the role mentions a willingness to learn about finance products, express your eagerness to grow and adapt. Mention any relevant training or courses you've taken that relate to finance or sales.
Showcase Communication Skills: In both your CV and cover letter, highlight your excellent communication skills. Provide examples of how you've effectively communicated with clients or colleagues, especially in high-pressure situations.
How to prepare for a job interview at Jay City Finance
✨Showcase Your Communication Skills
As a Client Account Manager, excellent communication is key. Practice articulating your thoughts clearly and confidently, both on the phone and in person. Be prepared to demonstrate your telephone manner during the interview.
✨Understand the Finance Products
Even if you don't have prior experience in finance, take some time to research common asset finance products and services. Showing that you're eager to learn and understand these concepts will impress the interviewers.
✨Demonstrate Relationship-Building Abilities
Prepare examples from your past experiences where you've successfully built and maintained client relationships. Highlight your consultative approach and how it has led to successful outcomes.
✨Prepare for Scenario Questions
Expect questions that assess your problem-solving skills and resilience. Think of scenarios where you've faced challenges in sales or account management, and be ready to discuss how you overcame them.