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Account Specialist
RELXAccount Specialist supporting Bankers Almanac customers using banking and payments reference data. Coordinating onboarding, renewals, account administration, and customer success across financial institutions.
Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates expertise in customer success and account management within financial services, focusing on customer onboarding, implementation, and lifecycle management. Proficient in utilizing CRM systems to enhance customer engagement and streamline processes.
Highest-signal resume keywords
Customer Success ManagementCRM Platform ExperienceCustomer Lifecycle ManagementFluent in EnglishFinancial Services Knowledge
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
Customer OnboardingAccount ManagementData DeliveryContract AdministrationBillingInvoicingCustomer ReportingProcess ImprovementFinancial Data SolutionsRisk Management Solutions
Soft Skills
Excellent CommunicationRelationship-BuildingStrong Organisational SkillsDetail-OrientedCustomer-First Mindset
Tools & Technologies
SalesforceMicrosoft Office
Industry Keywords
PaymentsFintechBankingFinancial Crime ComplianceReference DataPayment OperationsSWIFTCorrespondent BankingData ServicesCustomer Retention
Tech Stack
Tools & technologiesSwift
About the role
Key responsibilities & impact- Act as a primary point of contact for administrative and operational support across the Bankers Almanac customer base
- Support customer onboarding and implementation activities, ensuring successful adoption and timely delivery
- Coordinate customer requests relating to product access, data delivery, contract administration, billing, invoicing, and service queries
- Partner with Sales and Account Managers to support renewals, upsell opportunities, and customer retention initiatives
- Work closely with internal teams to resolve customer issues and ensure service expectations are met
- Monitor customer activity and proactively identify opportunities to improve engagement and customer outcomes
- Maintain accurate customer records and account information within CRM systems
- Support customer communications relating to product enhancements, data updates, and service changes
- Assist with preparing account reviews, customer reporting, and commercial documentation
- Identify opportunities to streamline processes and improve the customer experience
- Support sales and account management teams across the Bankers Almanac portfolio
- Help customers derive maximum value from payments and banking reference data solutions
Requirements
What you’ll need- Experience in customer success, account support, sales support, account management, or client services, preferably within financial services, payments, fintech, or data services
- Strong understanding of customer lifecycle management, including onboarding, implementation, and renewals
- Fluent in English
- A second European language (French, German, Spanish, Italian, Dutch, Russian, or another European language) is highly desirable
- Excellent communication and relationship-building skills with customers and internal stakeholders
- Strong organisational skills with the ability to manage multiple priorities in a fast-paced environment
- Experience working with CRM platforms such as Salesforce and Microsoft Office applications
- Highly detail-oriented with a customer-first mindset
- Interest in banking, payments, financial crime compliance, reference data, and financial institutions is advantageous
- Exposure to banking and payments ecosystems, including correspondent banking, payment operations, SWIFT, routing data, or reference data services
- Experience supporting customers that utilise financial data, compliance, or risk management solutions
- Understanding of challenges banks, corporates, and payment providers face in maintaining accurate payment routing and reference data
Benefits
Comp & perks- Generous holiday allowance with the option to buy additional days
- Health screening, eye care vouchers and private medical benefits
- Wellbeing programs
- Life assurance
- Access to a competitive contributory pension scheme
- Save As You Earn share option scheme
- Travel Season ticket loan
- Electric Vehicle Scheme
- Optional Dental Insurance
- Maternity, paternity and shared parental leave
- Employee Assistance Programme
- Access to emergency care for both the elderly and children
- RECARES days, giving you time to support the charities and causes that matter to you
- Access to employee resource groups with dedicated time to volunteer
- Access to extensive learning and development resources
- Access to employee discounts scheme via Perks at Work
- Country specific benefits