Leader in the financial services sector is seeking an enthusiastic Account Manager to interface with high level clients assisting with requests, meeting planning, presentations, correspondence reporting and support. Must have excellent communication and people skills. Attention to detail. Very polished and prominent group. Excellent benefits and generous retirement matches.
- Liaison with prominent client accounts
- Prepare customized client reports.
- Prepare account forms.
- Assist Financial Planners with client meeting preparation and meeting follow-up.
- Data management for client reporting.
- Organize and track team activities and action items.
- Proactive resolution of client inquiries – direct client contact.
- Must be able to work independently and within a team of other Client Care Coordinators and receptionist as backups to one another to ensure smooth workflow.
- Special Projects
- Meeting planning
- 4 year college degree
- Enthusiasm and motivation
- Excellent client service skills
- Excellent computer and technology skills
- Problem Solver
- Team Player