Corporate Account Executive

We're Hiring

Corporate Account Executive

Liverpool City Centre

Monday - Friday, 9:00am - 5:00pm (Fully Office Based)

Base salary + bonus opportunities

About the Role

We are currently recruiting for a

Corporate Account Executive to join a growing and fast-paced financial services and wealth management company based in Liverpool City Centre. This is a fantastic opportunity for someone with a degree in finance-related subjecs, or/and a background in

customer service, sales, or administration who enjoys a varied, client-facing role.

You'll work closely with Corporate Account Managers to support the delivery of financial education programmes to public sector clients, ensuring a seamless and professional experience from start to finish.

Key Responsibilities

• Support Corporate Account Managers in maintaining and developing client relationships
• Coordinate and schedule seminars, managing logistics and Financial Coach diaries
• Act as a key point of contact for clients, handling queries via phone and email
• Ensure all seminar delegates receive accurate and timely information
• Maintain and update internal systems, including Microsoft Dynamics CRM
• Monitor seminar feedback and take appropriate follow-up actions
• Assist with identifying opportunities to grow client engagement and service delivery
• Produce reports and data for internal and external use
• Conduct regular system audits to ensure accuracy of client information

What We're Looking For

✅ Previous experience in

customer service, sales, or administrative roles

✅ Strong communication skills, both written and verbal

✅ Ability to manage multiple clients and deadlines simultaneously

✅ Highly organised with excellent attention to detail

✅ Confidence working in a target-driven environment

✅ A proactive and solutions-focused mindset

Desirable (but not essential)

• Experience using CRM systems (e.g. Dynamics, Salesforce)
• Knowledge of financial services or workplace financial education
• Intermediate Microsoft Office skills (Excel, PowerPoint, Outlook, Word, Teams)

What's in it for You

• Structured Monday-Friday working hours (no weekends!)
• Modern office in

Liverpool City Centre

• Bonus scheme available
• Opportunity to develop within a growing and reputable organisation
• Supportive team environment with ongoing training

About the Company

Our client is a leading

financial wellbeing and retirement specialist, providing education and support to public sector organisations across the UK. With continued growth and a strong reputation in the industry, this is an exciting time to join a business that is making a real difference.

How to Apply

If you're interested in this opportunity, please send your CV to

jessica.haslam@search.co.uk and I'll be in touch!

Search is an equal opportunities recruiter and we welcome applications from all suitably skilled or qualified applicants, regardless of their race, sex, disability, religion/beliefs, sexual orientation or age.