Account Manager

Forge National Corp.; Columbus (OH); On-site; USD 90,000 - 142,000; Full time

Job summary

Forge National Corp. in Columbus, Ohio, is seeking a dedicated Account Manager for a full-time role.

You will manage client relationships, review accounts, and deliver personalized financial solutions while maintaining a high standard of service and integrity. The position, based in Columbus, requires proactive account oversight, collaboration with a team of financial professionals, and a focus on growth opportunities for clients.

Qualifications

• Experience in account management within financial services.
• Strong communication and interpersonal skills.
• Solid understanding of financial products and services.

Responsibilities

• Manage client relationships, provide financial advice, monitor accounts and identify improvement opportunities.

Skills

Communication

Interpersonal skills

Financial products knowledge

Job description

Forge National Corp., a prominent financial institution based in Columbus, Ohio, is seeking a dedicated Account Manager to join our full-time team. In this role, you will play a crucial part in managing and growing our client relationships, ensuring their financial needs are met with exceptional service and expertise.

Your typical day will involve maintaining regular contact with clients, reviewing their financial accounts, and providing personalized advice and solutions tailored to their specific requirements. You will also be responsible for monitoring account performance and identifying opportunities for improvement, all while maintaining a high level of professionalism and integrity.

This position is based in Columbus, Ohio, where you will collaborate with a diverse team of financial professionals, working together to deliver outstanding service to our clients. Our office environment is designed to foster productivity and collaboration, with modern amenities and a supportive atmosphere.

For this role, you will be compensated between $90,000 and $142,127 per year, reflecting your skills, experience, and contributions to our team. While specific benefits details are not provided, we are committed to offering a comprehensive benefits package to support your well-being and professional development.

Responsibilities

• Managing client relationships, providing financial advice, monitoring account performance, identifying improvement opportunities

Qualifications

• Proven experience in account management within the financial services industry
• Strong communication and interpersonal skills
• Solid understanding of financial products and services

The company values diversity and inclusion, and candidates from all backgrounds are encouraged to apply.