Account Management Associate

2 weeks ago


London, Greater London, United Kingdom Insignis Cash Full time

Join Our Team at Insignis Cash Solutions

Insignis Cash Solutions is a rapidly growing FinTech company seeking a skilled individual to join our dynamic team. If you are detail oriented, personable, and eager to build strong relationships, this Account Management opportunity might be the perfect fit for you.

Responsibilities and Duties

Sales Organisation:

- Cover Financial Advice partners and handle client queries

- Create deposit illustrations for product demonstration

- Manage new cases for onboarding and prepare presentations for partners

Reporting & Analysing Information:

- Analyze sales data trends and report insights to partner firms

- Monitor conversion ratios and ensure timely onboarding of new cases

- Identify areas for enhancement

Requirements

For this role in our FCA-regulated environment, we are seeking individuals with:

  • Honesty and integrity
  • Attention to detail
  • Strong planning and organizational skills
  • Deadline-oriented mindset
  • Excellent team player with strong communication skills
  • Great work ethic and ability to thrive in a fast-paced setting
  • Proficiency in IT tools such as Outlook, Word, Excel, and PowerPoint
  • Knowledge of HubSpot and operational experience would be beneficial

Insignis Company Culture

Our culture is built on core values like Integrity, Collaboration, Client Focus, Accuracy, Partnership, and being Tech-Led.

Benefits

  • 25 days holiday (plus Bank holidays)
  • Flexible working options
  • Monthly team activities and training sessions
  • Opportunities for further learning and career development

Location and working pattern

- Hybrid model: 3 days in our London office, 2 days remote



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