Client Account Manager

Client Account Manager who is personable, with a great telephone manner and who has a consultative approach to managing and selling into existing client accounts is required to join our growing team at Jay City Finance, a direct corporate asset finance broker based in Kings Langley, Hertfordshire.

ALL LEVELS OF SALES & ACCOUNT MANAGEMENT EXPERIENCE CONSIDERED

Ideally you will understand broker asset finance procedures, finance products and / or financial services. If not that’s fine too providing you’re happy to learn about our finance products and services and have a good sales and/or account management background.

SALARY: £22,000 - £30,000 (Basic Salary) / £35,000 - £45,000 OTE (includes Basic Salary) + Discretionary Profit Related End of Year Bonus, Life Insurance and Healthcare

LOCATION: Kings Langley, Hertfordshire (100% Office Based)

JOB TYPE: Full-Time, Permanent

WORKING HOURS: 9am - 5pm Monday to Friday

JOB OVERVIEW

Jay City Finance is a well-respected vendor and direct corporate asset finance broker which operates across a broad range of assets and industries and as part of our growth strategy we now have a fantastic new job opportunity for a Client Account Manager who is personable, with a great telephone manner and who has a consultative approach to managing and selling into existing client accounts.

Working as the Client Account Manager you will report to the Sales Director and will have the responsibility for calling and managing our live portfolio of client accounts to ensure that we maintain the strength of relationships already in place, by providing continued service levels, striving to build on future loyalty and to create new business opportunities.

This position requires excellent communication skills, both on the telephone and in person, and a strong understanding of finance products would be preferential. You will also work closely with the external sales team and our sales support team internally, to create and manage new business quotations to all our direct and vendor driven clients, ensuring a smooth transaction from lead generation to deal closure.

As the Client Account Manager within our Company, you'll be part of a dynamic and fast-paced team dedicated to delivering exceptional service to our partners and clients. This role is an excellent opportunity to join a 20-year established family run finance brokerage, that is now in a period of consistent growth and employment - providing plenty of long-term opportunity for career progression.

APPLY TODAY

If this job looks like your ideal position, then please send in your CV as soon as possible for our Recruitment Team to review.

DUTIES

Client Account Manager duties include:

Client Outreach

• Contact existing clients to identify opportunities for new business

• Build and maintain strong relationships with clients

• Understand clients’ financial needs and propose suitable asset finance solutions with the support of the management team

Lead Generation and Proposal Development

• Take ownership of leads generated through client interactions

• Prepare detailed finance proposals tailored to clients' requirements

• Present finance proposals to clients, addressing any questions or concerns and negotiate pricing to close the sale

• Manage referrals, requesting relevant additional information direct from the client and act as the first point of contact

• Work with the external sales team to manage and suggest client quoting rates and initial conditions to the sales support team

• Promote and be capable of selling the merits of asset finance leasing and negotiate on rate if required and/or refer to senior management to discuss and agree strategy

Deal Placement and Management

• Collaborate with lenders to place deals efficiently

• Ensure all necessary documentation is collected and submitted accurately

• Track the progress of deals and keep clients informed at every step

Client Support and Relationship Management

• Act as the primary point of contact for existing clients throughout the finance process

• Provide exceptional customer service, addressing any issues that arise

• Follow up with client’s post-deal to ensure satisfaction and explore further opportunities

Objectives & Measures

• Hit personal and team volume, income and margin targets

• Attend sales meetings where you will be required to review performance from the previous month & provide a forecast for the following month

• Work closely with the sales support team internally, to ensure that all converted proposals are completed successfully

• Prepared to challenge and bring forward ideas to improve the team and performance

This office-based role will have continual contact with both existing and new customers. Therefore, the ability to build new and maintain existing relationships will be key to your success, as will the ability to demonstrate empathy and understanding whilst maintaining a clear focus on objectives.

CANDIDATE REQUIREMENTS

• Previous experience in sales, finance, or client management is an advantage

• An understanding of broker asset finance procedure, products and financial services is preferential

• Excellent communication and interpersonal skills

• Proven ability to build and maintain client relationships

• Highly organised with strong attention to detail

• Learner/growth mindset

• Resilience and having the ability to handle rejection and bounce back from setbacks is essential in a high-pressure environment

• Service-focused

• Good written and numeracy skills

• IT Literate

NO AGENCIES PLEASE

HOW TO APPLY

To be considered for this job vacancy, please submit your CV to our Recruitment Team who will review your details.

JOB REF: AWDO-P13452

This job is being advertised by AWD online on behalf of Jay City Finance