Account Associate (SJP) - London

Type of Position: Account Associate (SJP) - London. Pay: £30,000 - £35,000. Reference:

Account Associate (SJP) - London

Our client is looking for an Account Associate to support their Financial Education and Strategic Partnerships team. This is a fantastic opportunity for someone with a background in relationship coordination, client service, or HR support and who's keen to contribute directly to new business development and commercial growth in a forward-thinking, purpose-driven business.

What You'll Be Doing:

This role is focused on supporting the delivery of engaging financial education programmes for our corporate clients, while also playing a key role in building and nurturing relationships that unlock new opportunities. You'll work closely with senior colleagues across Financial Education and Business Development.

Your responsibilities will include:

• Coordinating the onboarding journey for new corporate clients
• Assisting with day-to-day relationship management across a portfolio of corporate clients and prospects
• Coordinating meetings, follow-ups and communications with clients, partners, and new business leads
• Supporting the creation and delivery of tailored financial education proposals and programmes
• Helping organise and deliver virtual and in-person events, including new client pitches and demos
• Producing client-facing materials such as agendas, impact reports and feedback summaries
• Supporting the team with data and insights to track engagement, outcomes, and potential upsell opportunities
• Collaborating with internal teams to ensure consistent delivery, commercial alignment, and a smooth client journey
• Keeping the CRM updated and supporting pipeline management activity

What You'll Bring:

This is an ideal role for someone who's highly organised, people-oriented, and commercially curious, ready to contribute to both new business success and client satisfaction.

Skills & Experience

• Minimum 1 year of experience in a client support or coordinator role (HR/reward facing experience preferable)
• Competent in Microsoft Office (Outlook, Excel, PowerPoint, Word) and database management
• Excellent attention to detail and strong written and verbal communication skills
• A genuine interest in developing commercial skills and growing within a client-facing environment
• A proactive mindset with the ability to manage multiple tasks, prioritise effectively, and spot opportunities
• A friendly, professional, and adaptable approach to working with people at all levels
• A genuine interest in financial wellbeing, financial education, or employee benefits

Why Join Us:

As part of the team, you'll benefit from:

• Employee Assistance Programme: access to private GP appointments, savings & discounts, gym membership, financial wellbeing tools
• 21 days holiday + annual accrual
• Access to funded Private Medical Insurance
• 'Family Friday' - finish early on the last Friday of each month