Wealth Without Wall Street in the United Kingdom is seeking a Client Account Manager to own a book of existing clients and past prospects. You will call, serve, and grow the relationship into new business, prioritizing real conversations over emails.
You’ll re-engage dormant clients, run policy reviews, discuss loans/PUAs, and coordinate with our ops team to ensure every client feels looked after. This is a phone-first, results-driven role with HubSpot CRM and weekly performance tracking.
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