Account Manager

Pinnacle Elite; Boston (MA); On-site; USD 60,000 - 90,000; Full time

Benefits offered by this job

Health insurance

Retirement plans

Professional development opportunities

Job summary

Pinnacle Elite in Boston, MA seeks an Account Manager to build and maintain client relationships, develop tailored financial strategies, and ensure client satisfaction. This full-time role offers a negotiable salary and a comprehensive benefits package designed to support your growth.

You will collaborate with clients to understand their needs, deliver solutions that drive growth, stay current with industry trends, and work with the sales and finance teams to report on client accounts and

Qualifications

• Bachelor's degree in finance, business, or related field.
• Experience in account management or financial services.
• Excellent communication and interpersonal skills.

Responsibilities

• Develop and maintain relationships with existing and new clients.
• Provide exceptional customer service and address client inquiries.
• Collaborate with sales and marketing to grow business.
• Monitor client accounts and provide updates.
• Attend industry events and client meetings.

Skills

Client relations

Communication

Interpersonal skills

Organizational skills

Excel

Education

Bachelor's degree in Finance/Business

Tools

Microsoft Office

Excel

Outlook

Job description

Pinnacle Elite, a leading financial services company, is hiring an Account Manager in Boston, MA. This is a full-time position with a negotiable salary. The role is open until November 23, 2026.

As an Account Manager, you'll build and maintain client relationships, develop tailored financial strategies, and ensure client satisfaction. You'll work closely with clients to understand their needs and provide solutions that drive growth.

You'll be part of a collaborative team in a vibrant workplace in Boston, MA, where the atmosphere is dynamic and filled with energy. The team values innovation and client-centric solutions, providing a supportive environment for your professional development. This means you'll have the opportunity to work on cutting-edge projects and contribute to the creation of unique, tailored solutions for clients. The supportive environment fosters growth, with resources and guidance available to help you develop your skills and advance your career. You'll be encouraged to share your ideas and collaborate with your colleagues, creating a rich, learning environment. The team's commitment to innovation and client satisfaction ensures that you'll be working on meaningful projects that make a real difference.

The salary for this position is negotiable, taking into account the candidate's experience and qualifications. In addition to the base salary, employees are offered a comprehensive benefits package that includes health insurance to cover medical expenses, retirement plans to help them save for their future, and opportunities for professional development to enhance their skills and advance their careers. These benefits are designed to support the overall well-being and growth of the employees.

To succeed in this role, you should have a bachelor's degree in finance, business, or a related field. Experience in account management or financial services is preferred. Strong communication and interpersonal skills are essential, as is a proactive and client-focused approach.

Duties

• Develop and maintain strong relationships with existing and potential clients, ensuring their financial needs are met.
• Provide exceptional customer service, addressing client inquiries and concerns in a timely and professional manner.
• Collaborate with the sales and marketing teams to drive business growth and develop new client opportunities.
• Monitor client accounts, providing regular updates and recommendations to ensure their financial goals are achieved.
• Stay up-to-date with industry trends and developments, applying this knowledge to provide valuable insights and advice to clients.
• Work closely with the finance team to ensure accurate and timely reporting of client accounts.
• Attend and participate in industry events, networking opportunities, and client meetings as required.

Requirements

• A bachelor's degree in Business, Finance, or a related field, or equivalent experience.
• Proven experience in account management, client relations, or a similar role in the financial services industry.
• Excellent communication and interpersonal skills, with the ability to build and maintain strong client relationships.
• Strong organizational and time management skills, with the ability to meet tight deadlines and manage multiple priorities.
• Proficiency in Microsoft Office Suite, particularly Excel and Outlook, is a plus.
• A client-focused mindset, with a passion for helping businesses achieve their financial goals.
• Ability to work independently and as part of a team in a fast-paced environment.