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Account Handler

  • Bristol
  • Permanent
  • £22,000 - £26,000 + Bonus & Benefits

Job details.

Mbf are working with a leading national financial organisation to recruit an Account Handler. Our client is an award winning, national business that provides unrivalled financial services solutions to clients across the country. With a strong focus on innovation and client satisfaction, they are committed to providing an exceptional level of service to their clients.

We are seeking a dynamic and motivated Account Handler to join our client. The successful candidate will be responsible for managing a portfolio of existing clients, delivering exceptional service, and fostering long-term relationships. The role will also involve a soft sales component, where you will have the opportunity to identify additional opportunities and upsell services. This is an exciting opportunity for individuals with a background in sales or customer service who are looking to take their career.

Key Responsibilities:

  • Manage a portfolio of existing clients, ensuring their needs are met and providing proactive support and guidance
  • Develop strong relationships with clients, understanding their goals and objectives
  • Identify opportunities for upselling and cross-selling additional services to existing clients
  • Work closely with internal teams to ensure a seamless client experience


  • Previous experience in sales or customer service roles
  • Excellent communication and interpersonal skills, with the ability to build rapport and trust with clients
  • Strong negotiation and problem-solving abilities
  • Proactive and self-motivated, with a drive to achieve targets and deliver results.


  • Comprehensive training and development opportunities
  • Bonuses based on performance
  • Excellent company benefits
  • Opportunity for career progression within a reputable and established organisation


  1. Financial Services

Thomas Williams

Director - Financial Services

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