Freddie Greig
South Benfleet,Essex
Summary
Empathic and client-focused Account Management professional with 15+ years driving client retention, revenue growth, and strategic partnerships in the tech and financial services sectors. Proven track record in stakeholder engagement, cross-functional collaboration, and delivering exceptional client outcomes. Currently serving as Chief Client Officer at a Tech4Good agency, managing key accounts and leading customer success initiatives that strengthen long-term partnerships and drive business growth.
Overview
24
24
years of professional experience
22
22
years of post-secondary education
1
1
Certification
Work history
Chief Client Officer
SystemSeed Digital Services LLC - Tech4Good Agency
Barcelona , Spain
10.2020 - 11.2025
- Leading client-facing operations for this digital services agency, managing strategic accounts in public, charity, and commercial sectors. Partner closely with CEO on business development, account strategy, and operational excellence.
- Key Responsibilities:
- Oversee strategic client portfolio, managing end-to-end lifecycle from onboarding through renewal while serving as primary account contact for C-suite stakeholders.
- Drive account growth by identifying expansion opportunities and leading contract negotiations.
- Strengthen client partnerships through proactive engagement, leveraging relationships to generate referrals and expand client base.
- Collaborate with cross-functional teams to improve product offerings, customer support, and service delivery based on client feedback.
- Lead HR and recruitment of staff, managing full recruitment life cycle with shared responsibility for operational planning and capacity management.
Executive Assistant to Head of Global Corporates & VIPs
Lloyds Banking Group
London
03.2011 - 09.2020
- Managed operational support for senior executives serving global corporate accounts and high-net-worth clients. Acted as key liaison between internal teams and external stakeholders.
- Key Achievements:
- Coordinated high-value client engagement events for up to 150 VIP attendees, strengthening business relationships and brand reputation.
- Developed strategic networks with internal and external committees, improving cross-company collaboration and client outcomes.
- Streamlined executive diary and travel management, optimising senior leaders' time for client-facing activities and revenue generation.
- Managed client communications across multiple channels, ensuring prompt response times and professional service standards.
- Oversaw budget management for client entertainment and corporate events, maintaining cost efficiency while delivering exceptional experiences.
- Served as company ambassador, creating positive first impressions with internal and external visitors.
Account Management & Advisory Roles
12.2001 - 07.2010
- Roles included: Personal Financial Advisor (Halifax/HBOS), Client Relationship Manager - HNW (Abbey National), Mortgage Advisor (Abbey National), Branch Manager (Barclays Bank), Client Services Manager (Goldman Carter Ltd)
- Key Achievements:
- Consistently ranked as Top Financial Advisor in East London Area through consultative, relationship-first approach.
- Built and maintained high-net-worth client portfolios, delivering comprehensive financial planning and protection.
- Exceeded sales targets through deep client needs analysis and tailored solution development.
- Managed full client life cycle from prospecting through long-term relationship management and portfolio growth.
- Led team development and training initiatives, coaching advisers on client engagement and cross-selling strategies.
- Developed business through strategic networking and referral generation from satisfied clients.
Head of Sales & Marketing
The Spectrum IFA Group, Spain
01.2007 - 01.2008
- Family care responsibilities, with part-time role as Head of Sales & Marketing for The Spectrum IFA Group, Spain.
Education
High School Diploma - Business & Finance
Westcliff High School
Essex 09.1998 - 07.2020
Skills
- Account Management & Growth: Strategic account planning Client retention strategies Portfolio management Revenue growth Upselling and cross-selling
- Client Success & Relationship Building: Stakeholder engagement Executive-level communication Customer success operations Onboarding and training Relationship development
- Operations & Delivery: Cross-functional collaboration Contract and tender management Process improvement Project coordination
- Communication & Leadership: Presentation skills Negotiation Conflict resolution Team management Change management
Websites
Certification
- Certified Scrum Master
- CeMAP (Certificate in Mortgage Advice & Practice) - Fully Qualified
- CeFA (Certificate in Financial Administration) Levels 1-4
- CAS (Certificate for Financial Advisers)
- Business and Marketing Diploma
Personal Interests
Family time, dining and socialising, skiing, and supporting charitable causes with particular focus on homelessness initiatives and community fundraising.
Awards & Recognition
AFME Award of Excellence - Exemplary commitment and outstanding dedication to the community., Top Financial Advisor ranking - East London Area (HBOS Group)., Homeless Charity Ambassador.
Key Achievements
- 15+ years managing high-value client relationships in technology, banking, and financial services.
- Led account management strategy for Tech4Good agency, overseeing client portfolio and driving retention initiatives.
- Ranked Top Financial Advisor in East London Area (HBOS Group) for my consultative relationship-building approach.
- AFME Award of Excellence recipient for exemplary commitment and outstanding dedication.
- Managed global corporate and VIP client relationships at Lloyds Banking Group for 10+ years.
Timeline
Chief Client Officer
SystemSeed Digital Services LLC - Tech4Good Agency
10.2020 - 11.2025
Executive Assistant to Head of Global Corporates & VIPs
Lloyds Banking Group
03.2011 - 09.2020
Head of Sales & Marketing
The Spectrum IFA Group, Spain
01.2007 - 01.2008
Account Management & Advisory Roles
12.2001 - 07.2010
High School Diploma - Business & Finance
Westcliff High School
09.1998 - 07.2020