Corporate Account Executive


Company:	Search Consultancy LTD
Salary:	Not specified
Hours:	Full-time
Location:	Liverpool, L3 9SJ
Working pattern:	On-site
Job type:	Permanent
Posting date:	25 Sept 2026
Closing date:	25 Oct 2026

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Summary

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.

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