Client Account Manager

1 week ago


Scottsdale, Arizona, United States The Quantum Group, USA, LLC Full time

The Quantum Group, USA, LLC is a dynamic and fast-growing financial services company seeking a skilled Client Services professional to join our Operations team.

This is a non-sales account management role that involves reviewing new business applications for various financial products, providing exceptional service to clients, and managing their accounts through pre and post-sales issues.

The ideal candidate will have exceptional client service and relationship-building skills, as well as strong written and verbal communication skills. They will also possess solid organizational, time management, and problem-solving skills, with the ability to work accurately and meet deadlines in a fast-paced environment.

Responsibilities will include:

  • Managing a client account list and providing assistance to the internal sales team to process business
  • Building relationships with clients and managing their day-to-day business with The Quantum Group, USA, LLC
  • Collaborating with cross-functional teams to resolve client issues and improve overall client satisfaction
  • Staying up-to-date on industry trends and regulatory requirements to ensure compliance and best practices

Qualifications include:

  • 2+ years of experience in client services or a related field
  • Exceptional client service and relationship-building skills
  • Strong written and verbal communication skills
  • Solid organizational, time management, and problem-solving skills
  • Ability to work accurately and meet deadlines in a fast-paced environment

The Quantum Group, USA, LLC offers a competitive compensation and benefits package, including medical, dental, life, flexible spending, and 401(K). We are an equal opportunity employer and welcome applications from diverse candidates.



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