Client Accounts Manager
Job Description
How to Apply:
📧 Send your updated resume
To: karishmam.hyperlinkinfosystem@gmail.com
Job Title: Client Accounts Manager
(Salary will be discussed during your interview.)
Job Overview:
We are seeking a Client Accounts Manager with 1-3 years of experience to oversee client accounts and maintain strong relationships. The ideal candidate will be responsible for managing client portfolios, addressing client inquiries, and ensuring client satisfaction.
Responsibilities:
– Develop and maintain strong relationships with clients
– Manage client portfolios and ensure client satisfaction
– Address client inquiries and concerns in a timely manner
– Provide guidance and advice on financial planning and investment strategies
– Collaborate with internal teams to meet client needs and objectives
– Prepare reports and presentations for client meetings
Requirements and Skills:
– Bachelor’s degree in Finance, Accounting, Business, or a related field
– 1-3 years of experience in client account management
– Strong communication and interpersonal skills
– Ability to multitask and prioritize in a fast-paced environment
– Proficiency in financial analysis and reporting
– Knowledge of investment products and financial planning strategies
Qualifications:
– Bachelor’s degree in Finance, Accounting, Business, or a related field
– 1-3 years of experience in client account management
– Strong communication and interpersonal skills
– Proficiency in financial analysis and reporting.
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