Account Associate - Burgh Recruitment Ltd : Job Details

Account Associate

Location: London office-based with access to working from home days

Salary: £30,000 – £35,000 (Experience dependent) Benefits & Discretionary bonus

Hours: Full-time

As part of this growth, we're looking for an Account Associate to support a successful St. James's Place Partner Practice.This is a fantastic opportunity for someone with a background in relationship coordination, client service, or HR support and who’s keen to contribute directly to new business development and commercial growth in a forward-thinking, purpose-driven business.

This role is focused on supporting the delivery of engaging programmes for our corporate clients, while also playing a key role in building and nurturing relationships that unlock new opportunities.You’ll work closely with senior colleagues to ensure clients and prospects are onboarded receive a market leading experience.

Your responsibilities will include:

• Coordinating the onboarding journey for new corporate clients
• Assisting with day-to-day relationship management across a portfolio of corporate clients and prospects
• Coordinating meetings, follow-ups and communications with clients, partners, and new business leads
• Supporting the creation and delivery of tailored financial education proposals and programmes
• Helping organise and deliver virtual and in-person events, including new client pitches and demos
• Producing client-facing materials such as agendas, impact reports and feedback summaries
• Supporting the team with data and insights to track engagement, outcomes, and potential upsell opportunities
• Collaborating with internal teams to ensure consistent delivery, commercial alignment, and a smooth client journey
• Keeping the CRM updated and supporting pipeline management activity

What You’ll Bring:

This is an ideal role for someone who’s highly organised, people-oriented, and commercially curious, ready to contribute to both new business success and client satisfaction.

• Minimum 1 year of experience in a client support or coordinator role (HR/reward facing experience preferable)
• Competent in Microsoft Office (Outlook, Excel, PowerPoint, Word) and database management
• Excellent attention to detail and strong written and verbal communication skills
• A genuine interest in developing commercial skills and growing within a client-facing environment
• A proactive mindset with the ability to manage multiple tasks, prioritise effectively, and spot opportunities
• A friendly, professional, and adaptable approach to working with people at all levels

St. James’s Place plc (SJP) is a leading, a highly regarded FTSE 100 Wealth Management company which distributes a range of Investment and Retirement products and financial solutions to a High Net Worth client base.

SJP has funds under management in excess of £198.5bn. This business is well established and highly successful.

Please note that this Partner Practice will conduct a standard Financial and Identity check on any candidates who are offered a role within this Practice.