Account Manager

Account Manager

Yeovil | £28,000-£28,000 per annum + career progression | Monday - Friday + alternate Saturday mornings | Permanent

Introduction

Acorn by Synergie is recruiting a Customer Account Manager for a forward-thinking financial services organisation. The role focuses on putting the customer first while supporting cross-selling and up-selling opportunities. This is an excellent opportunity for someone looking to build a long-term career in financial services, with full training and the chance to gain a nationally recognised degree.

Hours & Salary

Monday - Friday, 08:30am - 5pm

Every other Saturday, 9am - 12pm

Salary: £28,000 per annum initially, with increases as CII qualifications are achieved

Key Responsibilities

Engage with customers to provide excellent service and advice

Build strong, long-lasting customer relationships

Identify cross-selling and up-selling opportunities while prioritising the customer journey

Work towards gaining a company-funded CII professional qualification

Participate in workshops, coaching, and on-the-job training

About You

Enjoy interacting with people and building relationships

Strong problem-solving skills

Experience in customer service, administration, or hospitality is desirable but not essential

Ambitious, motivated, and eager to progress within the company

Willing to learn and develop through industry qualifications and internal programmes

Benefits

22 days holiday, increasing to 27 days with service (plus bank holidays)

Access to a company-paid healthcare cash plan

Company-funded CII qualification

Cycle to work scheme and gym membership discounts

Flexible benefits including critical illness cover, private medical insurance, and income protection

Access to high street retailer discounts via reward and recognition platform

Employee Assistance Programme (EAP)

Employee discounts on a range of insurance products

Apply Now

If you're ambitious, customer-focused, and ready to start your career in financial services, apply today to join this supportive and growing team.

Acorn by Synergie acts as an employment agency for permanent recruitment
Only candidates based in UK and eligible to work in UK are allowed