Senior Financial Services Professional

3 weeks ago


Liverpool, Liverpool, United Kingdom Everpool Full time

Job Title: Financial Services Account Manager

About the Role:

We are seeking an experienced Financial Services Account Manager to join our team at Everpool. As a key member of our financial services team, you will be responsible for providing exceptional customer service and support to our clients.

Key Responsibilities:

  • Develop and maintain strong relationships with clients to understand their financial needs and provide tailored solutions.
  • Work closely with our financial services team to deliver high-quality services and meet client expectations.
  • Identify opportunities to grow our client base and increase revenue through strategic business development.

Requirements:

  • Proven experience in financial services, with a strong understanding of financial planning, audit, tax, and payroll.
  • Excellent communication and interpersonal skills, with the ability to build strong relationships with clients and colleagues.
  • Strong business development skills, with the ability to identify and pursue new business opportunities.

About Everpool:

Everpool is a leading firm of accountants and business advisors, offering a wide range of financial services to businesses and individuals. We have a strong presence in Liverpool and a reputation for delivering high-quality services to our clients.



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