Financial Services Account Manager

23 hours ago


Altamonte Springs, Florida, United States Turn Up Talent Full time
Job Overview

Turn Up Talent is seeking an experienced Financial Services Account Manager to join our team. In this role, you will be responsible for managing client relationships and ensuring satisfaction. You will work closely with clients to understand their needs and develop strategies to meet their objectives.

The ideal candidate will have prior experience in client management or a similar role, preferably in the financial services industry. You will be responsible for overseeing client assignments, clearly communicating objectives, expectations, and key performance indicators (KPIs). Additionally, you will plan and execute reengagement strategies, including training and refresher courses.

This is a challenging yet rewarding role that requires a strong understanding of client needs and effective communication skills. If you are passionate about building strong client relationships and have a talent for consulting, project management, and problem-solving, we want to hear from you.

Key Responsibilities:
  • Client Management & Engagement: Oversee client assignments, clearly communicating objectives, expectations, and KPIs.
  • Subject Matter Expert: Become the go-to resource for Vendor Vault, providing clients with expertise on applications, tools, and functionalities to maximize usage.
  • Implementation & Consultative Services: Lead client onboarding and software implementations, ensuring successful setup within 90-120 days.
  • Problem Solving & Collaboration: Utilize a systematic approach to problem-solving by identifying root causes, engaging clients and internal teams to develop tailored solutions, and addressing challenges proactively.
Qualifications:
  • Bachelor's degree in Business Administration, Finance, or a related field (or equivalent experience).
  • Prior experience in client management or a similar role, preferably in the financial services industry.
  • Proven track record of managing complex client relationships, delivering results, and driving client satisfaction.
Estimated Salary:

$95,000 - $125,000 per year, depending on experience and qualifications.



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