STAFFPOWER GROUP
Account Manager
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Account Manager
Role: Client Services Advisor
Based in Newcastle
Do you thrive on helping people, solving problems, and delivering exceptional customer service?
We’re recruiting for a Client Services Advisor to join a dynamic, award-winning financial services organisation poised for growth. With over 500 colleagues and a culture that rewards ambition, development, and long-term success, this is an opportunity to build a rewarding career where your hard work will pay off.
We’re searching for motivated individuals from diverse backgrounds—customer service, administration, hospitality, retail, or contact centres—to help us deliver outstanding service in a fast-paced environment.
The Opportunity
This is a permanent, full-time, phone-heavy role with a mix of targets and tangible outcomes. Every day will bring the chance to:
- Build trust with clients and keep them informed about their investments.
- Collaborate closely with Financial Advisers to ensure clients receive the best possible support.
- Manage administrative tasks, from client records to product enquiries.
- Drive improvement initiatives to enhance client satisfaction.
- Work efficiently in a high-paced setting while delivering precise, timely updates.
Start date: (prioritisation not included in original, thus omitted)
What You’ll Be Doing
As a Client Services Advisor, your core responsibilities include:
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Client Relationship Management:
- Building and nurturing long-term client relationships.
- Providing regular, personalised updates on portfolios and account activity.
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Client Support & Enquiries:
- Responding to account/product-related inquiries in a timely manner.
- Acting as a single point of contact for our clients' needs.
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Administrative Duties:
- Maintaining both electronic and paper-based records accurately.
- Processing transactions, updates, and administrative tasks efficiently.
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Operational Support:
- Working collaboratively with Financial Advisers to optimise client outcomes.
- Contributing to business improvement initiatives and client experience enhancements.
- Prioritising tasks effectively in a fast-moving environment.
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Compliance & Accuracy:
- Ensuring all interactions and records adhere to company and industry standards.
What We’re Looking For
We welcome applications from individuals who have experience in roles such as:
- Customer service/representative
- Administration
- Retail or hospitality
- Contact centre or support teams
Ideal candidates will:
- Enjoy engaging with people and forging positive client relationships.
- Excel in organisation and multitasking, especially with demanding priorities.
- Communicate clearly (written and verbal) and pay meticulous attention to detail.
- Integrate seamlessly into technological systems (Microsoft Office included) and business processes.
Beyond technical skills, we are most interested in:
- A customer-centric mindset with a passion for delivering consistency.
- Professional growth-focused individuals who want to progress beyond their current role.
Requirements
- Strong interest in leading a client-focused financial services career.
- Good should-haves (not strict prerequisites):
- Exposure to financial services, investments, or product enquiries is a plus but is not essential.
- Familiarity with CRM systems or similar platforms An assessment of core abilities will be made during the interview and selection stages.
Why This Role?
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Starting Salary: £26,437
Annual Potential: Realistic OTE of £34,000
Monthly Bonus Structure: Up to £750/month
A full training programme ensures you hone your skills and confidence from day one.
- Wachstumsmöglichkeiten in folgenden Bereichen*
- Career Pathways & Growth We can shape your development into fields like:
- Financial Advice
- Compliance
- Operational Management
- Risk
- Team Leadership and Leadership Development
Benefits
- Permanent & full-time contract.
- Company pension scheme aligned with regulatory standards.
- 22 days holiday (plus bank holidays), increasing with service tenure.
- Fully funded professional qualifications — career progression starts here.
- A-values culture where quality outcomes are celebrated.
Join Us
Do you want a role that values personality, proactive development, and professional maturation? It doesn’t matter what walk of life you’re coming from; all we require is a genuine eagerness to succeed and make a difference.
If you’re hungry for success in a customer-led environment and ready to take your next career step, apply below to start a journey with one of the most dynamic companies in financial services.
'Work Life Balance' Strategy: (Not included in original content, omitted)
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Suitable for candidates from:
- Customer Service Environments
- Hotels or Hospitality
- Retail Front desk/managerial roles
- Call centres / Tele-sales roles
Employees Real Life Mais regelmäßig über fachliche Gehaltsverhandlungen wahrnehmen können/enable high-paced continuous addition in compensation in the existing structure of the Company (Does not translate clearly to Markdown’s intent, omitted as too vague)
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