Corporate Account Executive

We're Hiring: Corporate Account Executive\n\n📍 Liverpool City Centre\n 🕘 Monday - Friday, 9:00am - 5:00pm (Fully Office Based)\n 💰 Base salary + bonus opportunities\n\nAbout the Role\n\nWe are currently recruiting for a Corporate Account Executive to join a growing and fast-paced financial services and wealth management company based in Liverpool City Centre. This is a fantastic opportunity for someone with a degree in finance-related subjecs, or/and a background in customer service, sales, or administration who enjoys a varied, client-facing role.\n\nYou'll work closely with Corporate Account Managers to support the delivery of financial education programmes to public sector clients, ensuring a seamless and professional experience from start to finish.\n\nKey Responsibilities\n\nSupport Corporate Account Managers in maintaining and developing client relationships\nCoordinate and schedule seminars, managing logistics and Financial Coach diaries\nAct as a key point of contact for clients, handling queries via phone and email\nEnsure all seminar delegates receive accurate and timely information\nMaintain and update internal systems, including Microsoft Dynamics CRM\nMonitor seminar feedback and take appropriate follow-up actions\nAssist with identifying opportunities to grow client engagement and service delivery\nProduce reports and data for internal and external use\nConduct regular system audits to ensure accuracy of client information\n\nWhat We're Looking For\n\n✅ Previous experience in customer service, sales, or administrative roles\n ✅ Strong communication skills, both written and verbal\n ✅ Ability to manage multiple clients and deadlines simultaneously\n ✅ Highly organised with excellent attention to detail\n ✅ Confidence working in a target-driven environment\n ✅ A proactive and solutions-focused mindset\n\nDesirable (but not essential)\n\nExperience using CRM systems (e.g. Dynamics, Salesforce)\nKnowledge of financial services or workplace financial education\nIntermediate Microsoft Office skills (Excel, PowerPoint, Outlook, Word, Teams)\n\nWhat's in it for You\n\nStructured Monday-Friday working hours (no weekends!)\nModern office in Liverpool City Centre\nBonus scheme available\nOpportunity to develop within a growing and reputable organisation\nSupportive team environment with ongoing training\n\nAbout the Company\n\nOur client is a leading financial wellbeing and retirement specialist, providing education and support to public sector organisations across the UK.