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Yeovil | 28,000 per annum + career progression | Monday - Friday + alternate Saturday mornings | Permanent
Introduction
Acorn by Synergie is recruiting a Customer Account Manager for a forward-thinking financial services organisation. The role focuses on putting the customer first while supporting cross-selling and upselling 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 CII qualification.
Hours & Salary
Monday - Friday, 08:30am - 5pm
Every other Saturday, 9am - 12pm
Salary: 28,000 per annum initially, with increases as CII qualifications are achieved
Key Responsibilities
Engage with customers to provide excellent service and advice
Build strong, long-lasting customer relationships
Identify cross-selling and upselling opportunities while prioritising the customer journey
Work towards gaining a company-funded CII professional qualification
Participate in workshops, coaching, and on-the-job training
About You
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
Benefits
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
Apply Now
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.
