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Frequently Asked Questions:

  • How many Customer Account Manager (Financial Services) jobs are available on Pertemps?

    There are 15 Customer Account Manager (Financial Services) jobs available on Pertemps right now.

  • What does a Customer Account Manager (Financial Services) do?

    Job holders in this group perform occupations not elsewhere classified in Unit Group 3534: Financial accounts managers

    Tasks required include:

    • Develops and manages business accounts to increase sales of financial products.
    • Takes responsibility for the efficient and effective operation of several business accounts.
    • Manages teams handling insurance claims.
    • Checks customers’ credit rating with banks and credit reference agencies, and decides whether to offer credit.
    • Establishes terms of credit and ensures timely payment by customer, renegotiates payment terms and initiates legal action to recover debts if necessary.
    • Carries out and/or supervises general accounting and administrative work.
  • What are the entry requirements for a Customer Account Manager (Financial Services)?

    There are no formal academic requirements although professional qualifications in accountancy may be required by some employers. Vocational qualifications in Accounting are available at Levels 2, 3 and 4, and apprenticeships are available in some areas.