Account Executive, Client Onboarding & Portfolio Support in Leeds

Account Executive, Client Onboarding & Portfolio Support in Leeds

Leeds Full-Time 30000 - 40000 Β£ / year (est.) No working from home possible
Skipton Building Society

At a Glance

  • Tasks: Support client accounts and ensure smooth operations with Relationship Managers.
  • Company: Join Skipton Building Society, a trusted name in financial services.
  • Benefits: Enjoy competitive pay, great work-life balance, and career development opportunities.
  • Other info: Dynamic team environment with opportunities for growth in Leeds.
  • Why this job: Make a difference by enhancing client experiences and driving success.
  • Qualifications: Experience in account management and a passion for customer service.

The predicted salary is between 30000 - 40000 Β£ per year.

Skipton Building Society is looking for an Account Executive in Leeds to support the management of client accounts.

The role involves working closely with Relationship Managers to ensure operations run smoothly and effectively.

The ideal candidate will have experience in account management and will be responsible for maintaining accurate client records, supporting onboarding processes, and monitoring client performance.

A commitment to excellence in customer service is essential.

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Skipton Building Society

Contact Details:

Skipton Building Society Recruitment Team

We think you need these skills to ace Account Executive, Client Onboarding & Portfolio Support in Leeds

Account Management
Client Onboarding
Customer Service Excellence
Relationship Management
Record Keeping
Performance Monitoring
Attention to Detail