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Client Relationship Manager

2 months ago


New York, New York, United States CFRA Full time
Job Overview

The Account Management division plays a crucial role in ensuring the ongoing success and expansion of CFRA's current clientele. Beyond merely renewing existing contracts, Account Managers are tasked with cultivating robust relationships with key stakeholders at each account. They must comprehend the objectives and initiatives of each client, strategizing on how CFRA's offerings can assist in achieving these goals while pinpointing opportunities for account development.

Key Responsibilities

Position Highlights
We are seeking an Account Manager to enhance our Account Management division. The ideal candidate will be responsible for:

  • Formulating and executing account strategies
  • Building and nurturing client relationships
  • Ensuring revenue retention and fostering growth
  • Implementing cross-selling strategies
Candidate Profile

This position is suited for a qualified professional with over 5 years of experience in account management or sales within the financial services sector, particularly in client-facing roles.

Desired Skills & Attributes
  • Collaborative approach to teamwork
  • Exceptional verbal and written communication abilities
  • Strong dedication to customer satisfaction
  • Proficient in data analysis
  • Advanced Excel skills
  • Understanding of financial markets and investment research
  • Experience with Salesforce is highly regarded
Educational Background
  • Bachelor's degree, preferably in a finance-related field
Benefits
  • 20 days of vacation
  • 8 sick days
  • 1 paid volunteer day
  • 10-11 holidays annually
  • Health, dental, and vision insurance
  • Company-sponsored life and disability insurance
  • Competitive salary
  • Quarterly bonus opportunities
  • 401K matching program