Account Executive

Ivy Meridian Group; Cincinnati (OH); On-site; USD 90,000 - 103,000; Full time

Job summary

Ivy Meridian Group in Cincinnati, OH, seeks a full-time Account Executive to develop and maintain client relationships, understand clients' financial goals, and provide tailored advice. You will meet with clients, monitor accounts, and work with the Cincinnati team to deliver excellent service.

The annual salary ranges from $90,000 to $103,068, with benefits typically including health insurance and retirement plans.

Qualifications

• Bachelor's degree in finance, accounting, or related field.
• Several years of experience in a similar position.
• Strong communication and interpersonal skills.
• Ability to work well under pressure.

Responsibilities

• Develop and maintain client relationships.
• Provide financial advice and solutions to clients.
• Monitor client accounts and performance.
• Meet with clients to understand financial goals and discuss strategies.
• Collaborate with the Cincinnati team to deliver exceptional service.

Skills

Communication skills

Interpersonal skills

Work under pressure

Education

Degree in finance or accounting

Job description

Ivy Meridian Group, based in Cincinnati, OH, seeks a full-time Account Executive to develop and maintain client relationships. This role involves meeting with clients to understand their financial goals, providing tailored advice, and monitoring accounts. The position offers a salary range of $90,000 to $103,068 per year.

Your day-to-day tasks will include understanding clients' financial needs, providing tailored financial advice and solutions, and ensuring accounts are performing as expected. You will meet with clients regularly to discuss their financial goals and provide advice on how to achieve them.

You will work closely with the team in Cincinnati, OH, in a professional and collaborative environment. The team is dedicated to providing exceptional service to clients, and you will be expected to contribute to this effort.

The annual salary for this position falls within a range of $90,000 to $103,068. This compensation is designed to reflect the responsibilities and qualifications required for the role. While the specific benefits are not detailed, it is common for such positions to offer comprehensive benefits packages, which typically include health insurance, retirement plans, and other standard employee benefits. These benefits are intended to support the overall well-being and financial security of the employee.

To be successful in this role, you should have a degree in finance, accounting, or a related field, along with several years of experience in a similar position. You should be a strong communicator with excellent interpersonal skills, and you should be able to work well under pressure.

The company values diversity and is committed to creating an inclusive environment, welcoming applications from all qualified individuals.

Develop and maintain client relationships, provide financial advice and solutions, monitor client accountsDegree in finance, accounting, or related field, several years of experience in a similar position, strong communication skills, excellent interpersonal skills, ability to work well under pressure