B2B Client Account Manager

Yeovil | £30,000-£35000 per annum + career progression | Monday - Friday Permanent

Introduction

Acorn by Synergie is recruiting a B2B Customer Account Manager for a forward-thinking financial services organisation. The role focuses on putting the customer first while supporting cross-selling and up-selling opportunities. This is an excellent opportunity for someone looking to build a long-term career in financial services, with full training and the chance to gain a nationally recognised degree. Anyone with a retail background, we want to hear from you as well.

Hours & Salary

• Monday - Friday, 08:30am - 5pm

• Salary: £28,000- £35,000 per annum initially, with increases as CII qualifications are achieved

Key Responsibilities

• Engage with customers to provide excellent service and advice

• Build strong, long-lasting customer relationships

• Identify cross-selling and up-selling opportunities while prioritising the customer journey

• Work towards gaining a company-funded CII professional qualification

• Participate in workshops, coaching, and on-the-job training

About You

• Enjoy interacting with people and building relationships

• Strong problem-solving skills

• Experience in customer service, administration, or hospitality is desirable but not essential

• Ambitious, motivated, and eager to progress within the company

• Willing to learn and develop through industry qualifications and internal programmes

Benefits

• 22 days holiday, increasing to 27 days with service (plus bank holidays)

• Access to a company-paid healthcare cash plan

• Company-funded CII qualification

• Cycle to work scheme and gym membership discounts

• Flexible benefits including critical illness cover, private medical insurance, and income protection

• Access to high street retailer discounts via reward and recognition platform

• Employee Assistance Programme (EAP)

• Employee discounts on a range of insurance products

Apply Now

If you're ambitious, customer-focused, and ready to start your career in financial services, apply today to join this supportive and growing team.

Acorn by Synergie acts as an employment agency for permanent recruitment.