Account Management Coordinator

4 days ago


Wilmslow, Cheshire East, United Kingdom NJR Recruitment Full time

Company Overview:

NJR Recruitment is a leading recruitment agency dedicated to providing exceptional talent solutions to the financial services industry.

Job Summary:

We are seeking a highly motivated and organized Junior Account Manager to join our team. As a key member of our Account Management Team, you will play a crucial role in supporting the onboarding process for new firms and IFA system/platform access.

Main Responsibilities:

  • Maintain accurate computer records to ensure seamless delivery of service to clients;
  • Support a team of experienced Account Managers and Business Development Directors to drive business growth;
  • Assist with the onboarding process for new firms, including setting up IFA system/platform access;
  • Work closely with Sales, Operations & Compliance teams to ensure alignment and effective collaboration;
  • Manage and maintain own diary, ensuring timely follow-up with clients and maintaining audit trails;
  • Develop and maintain strong relationships with IFA firms across your panel of accounts;
  • Stay up-to-date with Tatton's proposition and processes to enable smooth business flows across all firm accounts and product ranges;
  • Assist BDMs with the onboarding process for new firms and IFA system/platform access;
  • Proactively schedule daily IFA appointments to discuss Tatton's proposition, investment updates, and processes;
  • Respond promptly to incoming queries, calls, and tasks managed by the TAM team, ensuring excellent support to all TIML accounts.

Requirements:

  • Demonstrate strong ability to build robust business relationships;
  • Exhibit excellent verbal and written communication skills;
  • Show working knowledge of MS Office applications;
  • Possess high attention to detail and organizational skills.

Benefits:

  • 25 days holiday + Bank holidays;
  • 5% Employer pension contribution;
  • Private Medical & Death in Service benefits;
  • Opportunities for professional development and study.

Location: Wilmslow, UK

Salary: NJR 15310 (estimated salary based on location and job title)



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