AAG Financial Education
Client Success Associate
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Client Success Associate – Financial Education
Location: London office-based with access to working from home days
Salary: £30,000 – £35,000 (Experience dependent) + Discretionary bonus
Hours: Full-time
At AAG, we believe financial wellbeing should be accessible, engaging, and genuinely useful. Since 1995, we've supported individuals and businesses alike through award-winning financial education and comprehensive wealth management services. We’ve built a collaborative culture that celebrates curiosity, commitment, and connection and we’re proud to be growing fast.
As part of this growth, we're looking for an Client Success Associate to support our 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 to ensure clients and prospects are onboarded into AAG Financial Education and receive a market-leading experience.
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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
Essential
- 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
- Proficient in using email marketing software (e.g. Dot digital, Mailchimp)
- Experience in planning, creating, and delivering successful email marketing campaigns and supporting marketing materials (e.g. brochures, event invites, social graphics)
- 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
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Desirable
- A genuine interest in financial wellbeing, financial education, or employee benefits
Why Join Us
We’re proud to offer a culture that values wellbeing, personal development, and balance. As part of the AAG team, you’ll benefit from:
- Employee Assistance Programme: access to private GP appointments, savings & discounts, gym membership, financial wellbeing tools
- 21 days holiday + 3 extra days off between Christmas and New Year
- Competitive pension scheme
- Access to funded Private Medical Insurance
- 'Family Friday' – finish early on the last Friday of each month
- Daily breakfast in the office
- Team and company-wide social events
Please note: All roles at AAG are subject to standard financial and identity checks
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