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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 renewal and expansion of CFRA's current clientele. Account Managers are tasked with cultivating robust relationships with key stakeholders at each account, comprehending their objectives and initiatives, and strategically identifying how CFRA's offerings can assist clients in achieving their goals. Additionally, they are responsible for pinpointing opportunities for account growth.

Key Responsibilities

Role Expectations:

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

Candidate Profile:

This position is ideal 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 and Qualifications
  • Collaborative mindset
  • Exceptional verbal and written communication abilities
  • Strong dedication to customer service
  • 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 financial discipline
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