Account Manager

Catalyst North Group; Columbus (OH); On-site; USD 55,000 - 85,000; Full time

Benefits offered by this job

Health insurance

Retirement plans

Flexible work arrangements

Professional development opportunities

Job summary

Catalyst North Group, a leading financial services firm based in Columbus, OH, is seeking a full-time Account Manager to manage client relationships and contribute to the firm's growth. As an Account Manager, you will maintain and grow client accounts by providing financial guidance, meeting with clients to discuss goals, analyzing portfolios, and developing tailored strategies.

You will collaborate with a team of professionals to deliver exceptional client service in a modern,

Qualifications

• Bachelor's degree in finance, accounting, or related field.
• 3+ years of experience in a similar role or account management.
• Strong communication and interpersonal skills, with client-facing experience.

Responsibilities

• Manage client accounts and build strong relationships to foster growth.
• Meet with clients to discuss financial goals and timelines.
• Analyze investment portfolios and develop tailored strategies.
• Collaborate with account managers, financial advisors, and support staff to serve clients in Columbus, OH.
• Generate reports and assist with onboarding and client inquiries.
• Utilize tools to track performance and provide actionable recommendations.

Skills

Client relationship management

Financial guidance

Portfolio analysis

Communication

Interpersonal skills

Team collaboration

Education

Bachelor's degree in finance

Bachelor's degree in accounting

Tools

Bloomberg

QuickBooks

Microsoft Office

Job description

Catalyst North Group, a leading financial services firm based in Columbus, OH, is seeking a full-time Account Manager to manage client relationships and contribute to the firm's growth.

As an Account Manager, you will maintain and grow client accounts by providing financial guidance. Your responsibilities include meeting with clients to discuss financial goals, analyzing investment portfolios, and developing tailored strategies.

You will collaborate with a team of account managers, financial advisors, and support staff in Columbus, OH, to deliver exceptional client service. This involves working closely with account managers to understand client needs and objectives, and with financial advisors to provide investment advice and strategies. You will use various tools and platforms to manage client portfolios, track performance, and generate reports. Additionally, you will assist support staff with client inquiries, onboarding processes, and administrative tasks. The workplace is modern and equipped with the latest technology, including high-speed internet, ergonomic furniture, and collaborative spaces. Requirements include a bachelor's degree in finance, accounting, or a related field, and at least 3 years of experience in a similar role. Strong communication and interpersonal skills are essential, as is proficiency in Microsoft Office Suite and financial software like Bloomberg or QuickBooks.

The pay for this position is discussed during the interview process, where candidates can expect to receive a attractive compensation based on their experience and qualifications. While the specific benefits are not mentioned, it is common for the company to offer a comprehensive benefits package, which may include health insurance, retirement plans, and possibly other perks such as flexible work arrangements or professional development opportunities. The interview process itself typically involves a series of meetings with various team members, during which candidates are assessed on their skills and fit for the role. The workplace is modern and well-equipped, featuring state-of-the-art technology and tools that support the tasks and responsibilities of the position. Candidates should be prepared to demonstrate their ability to handle the specific requirements of the role, which may include data analysis, project management, or customer service, depending on the particular position. Overall, the company is committed to providing a positive and productive work environment for its employees.

To excel in this role, you should have a strong background in financial services, excellent communication skills, and a proven track record of building client relationships. Proficiency in financial analysis tools and knowledge of investment products and strategies are also required.

Managing client accounts, providing financial guidance, analyzing investment portfolios, developing tailored strategiesStrong background in financial services, excellent communication skills, proven track record of building and maintaining client relationships, proficiency in financial analysis tools, deep understanding of investment products and strategies