Account Executive

As an Account Executive, you will operate as a key liaison between the Relationship Manager and internal specialist product teams, playing a central role in delivering high-quality service to clients.

You will be responsible for managing incoming client queries, ensuring these are actioned appropriately and efficiently. Working closely with the Relationship Manager, you will arrange and coordinate client meetings, handle any necessary follow-ups, and ensure that all client-related actions are completed to a high standard.

You will also support the Relationship Manager in achieving their financial and service-related objectives through proactive engagement and administrative oversight. Success in this role will require you to collaborate with a range of internal stakeholders, ensuring seamless communication between teams to meet client needs.

You will be expected to maintain accurate records, manage multiple priorities, and uphold a high level of professionalism and discretion, particularly when dealing with confidential information.

Key Responsibilities:

• Establish strong client and internal relationships alongside relationship managers to ensure high-quality service is provided at all times
• Responsible for all aspects of clients servicing and service engagement plans. To include leading client service review visits to support and improve client experience
• Develop relationships with other areas of the bank; in doing so, they will have joint responsibility with internal colleagues for the end-to-end client experience, ensuring high levels of client satisfaction
• Point of contact for all new account queries, complex servicing requests and a liaison between relationship teams and support/specialist teams
• Ensure legal and regulatory standards and internal policies and procedures are adhered to, support relationship managers with risk-related activities

Requirements:

• Proven ability to approach tasks logically and systematically to achieve desired outcomes
• Strong written and verbal communication skills, with the ability to interact confidently across all levels of the organisation
• Demonstrated high levels of integrity and trustworthiness, especially when handling sensitive client data
• Strong organisational skills with the ability to prioritise workload and follow through on actions promptly