B2B Client Account Manager

B2B Client Account Manager

Yeovil 28,000- 35000 per annum + career progression Monday - Friday Permanent

Acorn by Synergie is recruiting a B2B 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. Anyone with a retail background, we want to hear from you as well.

• Monday - Friday, 08:30am - 5pm
• Salary: 28,000- 35,000 per annum initially, with increases as CII qualifications are achieved

• 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

• 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

• 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

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.