Account Manager

Trinity Central Group; Chicago (IL); On-site; USD 80,000 - 124,000; Full time

Benefits offered by this job

Health insurance (medical, dental, and

401(k) with company match

Tuition reimbursement and online培训

Job summary

Trinity Central Group, a financial services firm in Chicago, IL, seeks a full-time Account Manager. You will manage client accounts, develop strategies to meet goals, monitor performance, and provide data-driven recommendations.

The role requires a bachelor’s degree in finance or business and 3–5 years in account management within financial services, with strong communication and analytical skills. Competitive benefits and on-site Chicago work.

Qualifications

• Bachelor’s degree in finance, business, or related field.
• Strong communication and analytical skills.
• Experience in financial services or client relationship management preferred.

Responsibilities

• Develop and maintain relationships with existing clients and prospects.
• Identify new business opportunities and drive revenue growth.
• Provide exceptional customer service and timely responses.
• Analyze client needs and recommend financial products and services.
• Monitor client accounts and report on performance and opportunities.

Skills

Client relationships

Data-driven recommendations

Market trend analysis

Communication skills

Negotiation

Education

Bachelor’s degree in Finance or Business

Job description

Trinity Central Group, a financial services firm in Chicago, IL, seeks a FULL_TIME Account Manager. The role involves managing client relationships and ensuring their needs are met with exceptional service and strategic insight. The position offers a salary range of $80,000 - $123,972.

As Account Manager, you will manage client accounts, develop and implement strategies to meet client goals, and provide exceptional customer service. You will also monitor account performance, analyze market trends, and make data-driven recommendations.

You will work in an office environment in Chicago, IL, as part of a collaborative team. The team includes financial analysts, sales representatives, and other professionals dedicated to client success.

The salary range for this position is between $80,000 and $123,972 per year, depending on the candidate's experience and qualifications.

• In addition to the competitive base salary, the company offers comprehensive health insurance plans that cover medical, dental, and vision care.
• Employees are also eligible for retirement plans, including a 401(k) with a company match, to help them save for their future.
• The company provides opportunities for professional development, such as tuition reimbursement and access to online courses and workshops, to help employees enhance their skills and advance their careers.

Candidates should have a bachelor's degree in finance, business, or a related field. Experience in financial services or client relationship management is preferred. Strong communication and analytical skills are essential.

Trinity Central Group values diversity and encourages applications from all qualified candidates. The company is committed to creating an inclusive work environment and welcomes individuals from various backgrounds and experiences.

• Develop and maintain strong relationships with existing clients and prospects in the financial services industry.
• Identify new business opportunities and drive revenue growth through targeted sales and marketing efforts.
• Provide exceptional customer service, addressing client inquiries and concerns in a timely and professional manner.
• Analyze client needs and recommend appropriate financial products and services to meet their goals.
• Monitor client accounts and provide regular reports on performance, trends, and opportunities for improvement.
• Bachelor's degree in Business, Finance, or a related field, or equivalent experience.
• 3-5 years of experience in account management, client services, or a related role within the financial services industry.
• Proven track record of meeting or exceeding sales targets and revenue goals.
• Strong understanding of financial products and services, with the ability to explain complex concepts to clients.
• Excellent communication, negotiation, and interpersonal skills.