Account Manager

Company: Red Recruitment
Apply for the Account Manager
Location: Merseyside
Job Description:

Account Manager

Red Recruitment is recruiting an Account Manager on behalf of our client who is a financial well being and retirement specialist in the public sector. This position will involve effectively managing a large portfolio of existing corporate clients by successfully implementing and managing delivery of education, guidance and advice services to their public sector clients. This role includes a competitive salary as well as a performance-based bonus.

This position is located in Liverpool.

Benefits, Culture, and Salary for an Account Manager:

  • Salary: Competitive
  • Hours: Monday – Friday, 9am – 5pm
  • Contract Type: Permanent
  • Location: Liverpool
  • Performance-based bonus of up to 4,500
  • 25 days annual leave plus bank holidays
  • Workplace Pension
  • Private medical insurance for employees
  • Permanent health insurance

Key Responsibilities of an Account Manager:

  • Manage the day to day business relationships of corporate clients, whilst supporting the delivery of seminar programme and enquiry generation for advice services and digital service
  • Produce accurate business forecasts for account portfolio and continually review performance against this
  • Research existing clients using available tools and resources to identify seminar growth opportunities, which the team can then implement
  • Promote and encourage excellent customer service as well as client relationship building skills to ensure client satisfaction and business loyalty
  • Schedule regular client review meetings to better understand their individual requirements and provide product focused solutions, which the team can then implement
  • Resolve challenging client requests or issues and ensure that queries are escalated appropriately

Key Skills and Experience of an Account Manager:

Proven account management skills

  • Excellent influencing and interpersonal skills
  • A proven track record of excellent customer service skills and the ability to maintain positive client relationships
  • Successful history of delivering client centred projects, ideally within the financial services business to business space
  • Track record of managing projects from inception to completion
  • Experience of working in a sales environment where targets are set and achieved
  • Self-motivated and able to motivate others with a focus on delivering results
  • Excellent interpersonal and communication skills, both written and verbal
  • Highly organised and comfortable making decisions on own analysis of operational requirements
  • Thorough approach to work and excellent attention to detail
  • Ability to work to deadlines with proven time management skills
  • Ability to work on own initiative and multi-task with a flexible attitude
  • Able to build rapport with others within WEALTH at work and with 3rd parties
  • Proactive team player showing flexibility in the role undertaking any other duties to ensure the smooth running of the team that are required from time to time
  • Proficient in the use of Microsoft Office – PowerPoint, Excel, Outlook and Word
  • Experience using CRM software e.g. Salesforce, Microsoft Dynamics

If you have the relevant skills and are interested in this position, please apply now!

Red Recruitment (Agency)

Posted: March 18th, 2026