Account Manager

Horizon West; Buffalo (NY); Presencial; USD 90.000 - 149.000; Jornada completa

Ventajas ofrecidas por este puesto de trabajo

Health insurance

401(k) with employer match

Tuition reimbursement

Workshops and training

Descripción de la vacante

Horizon West, a Buffalo, NY-based financial services firm, seeks an Account Manager to oversee wealth and investment advisory services and cultivate strong client relationships. This full-time role offers a salary range of $90,000 to $148,885 with comprehensive benefits.

You will manage client accounts, develop financial strategies, and collaborate with the investment team to tailor solutions while ensuring top-tier client satisfaction and ongoing service excellence.

Formación

• Bachelor's degree in Finance, Business, Economics, or a related field.
• 3-5 years of experience in financial services, preferably in wealth management or investment advisory.
• Strong interpersonal and communication skills, with the ability to build and maintain client relationships.
• Excellent organizational and time management skills, with the ability to meet deadlines and manage multiple priorities.
• Proficiency in financial software and investment analysis tools.

Responsabilidades

• As an Account Manager, you'll manage client accounts, develop financial strategies, and ensure client satisfaction.
• You'll collaborate with the investment team to provide tailored solutions and maintain strong client relationships.
• Build and maintain strong relationships with existing clients, as well as prospect new clients to grow our client base.
• Provide exceptional customer service, ensuring our clients feel valued and understood.
• Develop and implement personalized financial plans for clients, tailored to their unique needs and goals.
• Monitor client portfolios and make adjustments as needed to ensure optimal performance.
• Educate clients on investment strategies, market trends, and financial concepts to help them make informed decisions.

Conocimientos

Client relationships

Communication skills

Financial analysis

Time management

Educación

Bachelor's degree in Finance/Business/Economics

Descripción del empleo

Horizon West, a financial services company in Buffalo, NY, seeks an Account Manager to manage wealth and investment advisory services. This full-time role offers a salary range of $90,000 to $148,885.

As an Account Manager, you'll manage client accounts, develop financial strategies, and ensure client satisfaction. You'll collaborate with the investment team to provide tailored solutions and maintain strong client relationships.

You’ll work in a team environment at our Buffalo, NY office, collaborating with colleagues from various departments to achieve common goals. The role requires strong communication and relationship-building skills to succeed, as you’ll need to effectively convey ideas, listen actively to others, and foster positive working relationships. This will involve regular meetings, both in-person and virtual, where you’ll discuss project updates, brainstorm solutions, and address any challenges that arise. Your ability to communicate clearly and build rapport will be crucial in ensuring smooth project execution and maintaining a productive work environment.

The salary range for this position is between $90,000 and $148,885 per year, providing a competitive compensation package. In addition to the base salary, employees are eligible for comprehensive health insurance plans that cover medical, dental, and vision care. The company also offers a retirement plan, including a 401(k) with a generous employer match, to help employees save for their future. Furthermore, professional development opportunities are available, such as tuition reimbursement for further education or certifications, and access to workshops and training programs to enhance skills and advance within the organization.

You must have a bachelor's degree in finance, accounting, or a related field. Experience in financial services or wealth management is required. Strong communication and analytical skills are essential.

Responsibilities

• As an Account Manager, you'll manage client accounts, develop financial strategies, and ensure client satisfaction.
• You'll collaborate with the investment team to provide tailored solutions and maintain strong client relationships.
• Build and maintain strong relationships with existing clients, as well as prospect new clients to grow our client base.
• Provide exceptional customer service, ensuring our clients feel valued and understood.
• Develop and implement personalized financial plans for clients, tailored to their unique needs and goals.
• Monitor client portfolios and make adjustments as needed to ensure optimal performance.
• Educate clients on investment strategies, market trends, and financial concepts to help them make informed decisions.

Qualifications

• Bachelor's degree in Finance, Business, Economics, or a related field.
• 3-5 years of experience in financial services, preferably in wealth management or investment advisory.
• Strong interpersonal and communication skills, with the ability to build and maintain client relationships.
• Excellent organizational and time management skills, with the ability to meet deadlines and manage multiple priorities.
• Proficiency in financial software and investment analysis tools.

Benefits

• Comprehensive health insurance plans covering medical, dental, and vision care.
• Retirement plan including a 401(k) with a generous employer match.
• Professional development opportunities such as tuition reimbursement for further education or certifications, and access to workshops and training programs to enhance skills and advance within the organization.