Account Executive

Cedar Elite Partners; Kansas City (MO); On-site; USD 90,000 - 131,000; Full time

Benefits offered by this job

Comprehensive benefits package

Job summary

Cedar Elite Partners, a leading financial services firm, is seeking a full-time Account Executive in Kansas City, MO. You will build strong client relationships, identify investment opportunities, and deliver premier customer service as you collaborate with the investment team to achieve financial goals.

Based in a downtown Kansas City office, you will thrive in a fast-paced environment, leveraging your 2–5 years of sales or account management experience and a finance-related degree to

Qualifications

• Bachelor's degree in finance, business, or related field.
• 2–5 years in sales or account management within financial services.
• Strong communication and interpersonal skills.
• Thorough understanding of financial products and services.
• Ability to build and maintain client relationships.
• Comfort in a fast-paced environment.

Responsibilities

• Develop and maintain client relationships.
• Identify investment opportunities.
• Provide exceptional customer service.
• Collaborate with the investment team to meet clients' financial goals.
• Serve as the primary point of contact for client inquiries and concerns.

Skills

Client relationships

Investment opportunities

Customer service

Communication skills

Financial products

Education

Bachelor's degree in finance/business/related field

Job description

Cedar Elite Partners, a leading financial services firm, seeks a full-time Account Executive in Kansas City, MO. This role offers a dynamic workplace with growth opportunities.

As an Account Executive, you'll develop client relationships, identify investment opportunities, and provide top-tier customer service. You'll collaborate with the investment team to meet financial goals and handle client inquiries.

Join a collaborative team in Kansas City, MO, valued for integrity, innovation, and client satisfaction. Our downtown office provides a vibrant and inspiring work environment.

The salary range is $90,000 to $130,643 per year, based on experience and performance. Cedar Elite Partners is committed to offering a comprehensive benefits package.

You should have a bachelor's degree in finance, business, or a related field, along with 2-5 years of experience in sales or account management within the financial services industry. Strong communication and interpersonal skills are essential, along with a thorough understanding of financial products and services.

Responsibilities

• Develop and maintain client relationships
• Identify investment opportunities
• Provide exceptional customer service
• Collaborate with the investment team to meet clients' financial goals
• Serve as the primary point of contact for client inquiries and concerns

Qualifications

• Bachelor's degree in finance, business, or related field
• 2-5 years of experience in sales or account management within the financial services industry
• strong communication and interpersonal skills
• ability to build and maintain client relationships
• thorough understanding of financial products and services
• comfort working in a fast-paced environment