Account Manager (Financial Services)

Key Responsibilities:

Client Accountability

  • Understand the client’s business, customers, markets and competitors plus, an understanding of the client’s internal issues, processes and policies.
  • Attend client meetings as required, representing the agency during the meeting and agreeing to actions regarding existing projects. 
  • Take tactical briefs from client: to add value and proactively challenge and respond appropriately to the requirements of the brief.
  • Confidently and competently present work to the client and appropriate peers.
  • Manage the day-to-day relationship with the client, ensuring any issues are escalated to senior account management.
  • Ensure all supporting documentation is delivered to required standard (contact reports, WIP, schedules etc).
  • Liaise with client’s other marketing partners (e.g. media, print, PR), ensuring an effective service is provided to both these partners and the client in turn.

Agency Accountability

  • Represent the client and their issues within the agency.
  • Source, negotiate and liaise with suppliers to obtain appropriate and competitive quotations and supply client purchase orders prior to ordering goods/services.
  • Take amends accurately from clients and give input where necessary.
  • For digital projects, liaise with project managers to ensure successful, timely completion of work and delivery to clients.
  • Provide adequate creative direction and escalate to senior account management or account director where further support is required.
  • Ensure work is fully checked, proofed and approved, prior to sending to client.
  • Ensure timesheets are correct and up to date.

Financial Accountability

  • Produce accurate and timely estimates for clients, ensuring all charges are within agreed rates and mark-ups.
  • Project management of external suppliers to ensure costs meet client expectations.
  • Internal cost management on projects, ensuring effective delivery within budget, purchase orders are obtained, and all costs are fully invoiced.
  • Ensure projects are executed within agency costs and to clients approved budgets.
  • To assist in producing accurate forecasts for clients.
  • To manage and report on, all invoicing for clients and have a full financial understanding of all jobs.

Skills Needed:

  • Previous agency experience 
  • A comprehensive understanding of all production and media.
  • Experience in the key areas of integrated marketing communications, including creative brand comms, digital, performance marketing, consultancy, strategy and PR.
  • Excellent project management skills plus an ability to multi-task proficiently.
  • A mix of analytical and creative skills.
  • Ability to write and direct marketing strategy and plans.
  • High level of diplomacy and the ability to establish and maintain positive working relationships both with clients and within the agency.
  • Ideally educated to graduate level.
  • Professional marketing qualification preferred (certificate, CIM or IDM).

Interested? Please send your CV and cover letter through the link below.

Expiry Date: