At a Glance
- Tasks: Build strong client relationships and ensure their needs are met while driving operational improvements.
- Company: Dynamic company in the investment management sector with a supportive culture.
- Benefits: Generous pension contributions, private health care, and a friendly work environment.
- Other info: Opportunity for personal growth and development in a fast-paced industry.
- Why this job: Join a team where your efforts directly enhance client experiences and drive success.
- Qualifications: Strong communication skills and a proactive approach to client management.
The predicted salary is between 36000 - 60000 £ per year.
About the role
The Account Manager is responsible for developing long-term relationships with our clients, connecting with key business executives and stakeholders to maintain and nurture favourable relationships. They will advocate the client and work with internal departments to ensure that client needs are understood and satisfied. They will also assist with making sales calls, handling client complaints, collecting and analysing data, and improving the overall customer experience.
Key responsibilities and accountabilities
- To manage relationships with all key clients, by developing and maintaining long term relationships.
- Responsibility for the implementation of client solutions, by identifying and recommending services to meet clients’ needs.
- To engage with clients through proactive contact and regular reviews, gathering feedback to develop and drive the company proposition and vision.
- To manage outstanding services with the client.
- To identify and drive operational improvements towards service and operational excellence.
- To act as an escalation point for operational issues for the client.
- To deal with, and develop, strategic third-party relationships with providers to help client, as well as managing and updating information regarding recommended 'third-party' solutions.
- Conduct data analysis to assess client usage of services, our competitors, and upgrades/downgrades to understand our clients, using the CRM.
- Deliver demonstrations of the threesixty portal to support Account Management and Sales Teams.
- Subject Matter Expert of the Client Portal.
- Point of contact for the business for queries and work with IT and Marketing to produce content to support the proposition and functionality.
Qualifications and experience
- A good understanding of the adviser/investment management/platform marketplace.
- Excellent Microsoft Office suite skills – Word, Excel, PowerPoint, and Outlook.
- A good understanding of the regulatory system – SYSC / COBS / T&C / Conflicts of interest / Complaints is an advantage.
- A proactive approach, energy and enthusiasm to get things done.
- The ability to take ownership and make decisions.
- The ability to listen.
- A consultative approach to dealing with clients.
- To be able to think critically and problem solve.
- Good communication skills verbal and written – to deal with clients and internal stakeholders.
- A high attention to detail.
What we offer
- A friendly, supportive and accommodating working environment.
- 8% employer pension contribution, plus the ability to elect to make a personal contribution via salary sacrifice.
- AVIVA Private Health Care.
- Death in Service benefit (4 times annual salary).
Account Manager (Manchester) employer: threesixty services LLP
At threesixty, we pride ourselves on being an exceptional employer that fosters a collaborative and supportive work culture. Our commitment to employee growth is evident through ongoing training and development opportunities, ensuring our team members are well-equipped to navigate the evolving regulatory landscape. Located in the heart of the UK, we offer a dynamic environment where you can build meaningful relationships with clients while contributing to their success in the investment management sector.
StudySmarter Expert Advice🤫
We think this is how you could land Account Manager (Manchester)
✨Tip Number 1
Network like a pro! Get out there and connect with people in the industry. Attend events, join online forums, and don’t be shy to reach out on LinkedIn. Building relationships can open doors that a CV just can’t.
✨Tip Number 2
Practice your pitch! You never know when you’ll meet someone who could help you land that Account Manager role. Have a quick summary of your experience and what you bring to the table ready to go. Keep it engaging and authentic!
✨Tip Number 3
Follow up after interviews! A simple thank-you email can set you apart from other candidates. Mention something specific from your conversation to show you were engaged and are genuinely interested in the role.
✨Tip Number 4
Don’t forget to apply through our website! We love seeing applications come directly from our site. It shows you’re keen and helps us keep track of all the amazing talent out there. Plus, you might find some hidden gems in our job listings!
We think you need these skills to ace Account Manager (Manchester)
Some tips for your application 🫡
Tailor Your CV:Make sure your CV speaks directly to the Account Manager role. Highlight your experience in client management and any relevant skills that match what we're looking for. We want to see how you can connect with clients and drive relationships!
Craft a Compelling Cover Letter:Your cover letter is your chance to shine! Use it to tell us why you're passionate about account management and how your background makes you a perfect fit for our team. Be sure to mention specific experiences that showcase your proactive approach and problem-solving skills.
Showcase Your Communication Skills:Since communication is key in this role, make sure your written application reflects your ability to convey ideas clearly and effectively. We love seeing candidates who can articulate their thoughts well, so don’t hold back on demonstrating your verbal and written prowess!
Apply Through Our Website:We encourage you to apply through our website for a smoother process. It helps us keep track of your application and ensures you’re considered for the role. Plus, it’s super easy – just follow the prompts and let us know why you’d be a great addition to our team!
How to prepare for a job interview at threesixty services LLP
✨Know Your Clients
Before the interview, research the company’s key clients and their industries. Understanding their needs and challenges will help you demonstrate how you can build and maintain those long-term relationships they’re looking for.
✨Showcase Your Problem-Solving Skills
Be prepared to discuss specific examples where you've successfully resolved client issues or improved service delivery. This will highlight your consultative approach and ability to think critically, which are essential for the Account Manager role.
✨Master the Tech
Familiarise yourself with the tools and platforms mentioned in the job description, especially the threesixty portal. Being able to speak confidently about how you would use these tools to enhance client relationships will set you apart.
✨Communicate Clearly
Practice articulating your thoughts clearly and concisely. Good communication skills are crucial for this role, so consider doing mock interviews with a friend to refine your verbal and written communication style.
