Account Executive – Financial Services, Growth & Impact

Cedar Elite Partners

Kansas City (MO)

Sur place

USD 90 000 - 131 000

Plein temps

Il y a 9 jours

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Avantages offerts par ce poste

Comprehensive benefits package

Résumé du poste

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.

Responsabilités

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.

Connaissances

Client relationships

Investment opportunities

Customer service

Communication skills

Financial products

Formation

Bachelor's degree in finance/business/related field

Description du poste

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

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