Account Manager

Granite North Group; Jacksonville (FL); On-site; USD 70,000 - 102,000; Full time

Job summary

Granite North Group in Jacksonville, FL is seeking a full-time Account Manager to drive client relationships and execute sales strategies. You will maintain and grow client relationships, conduct regular meetings, and present sales strategies in a professional, client-focused office setting.

You'll collaborate with financial advisors, perform portfolio reviews, and ensure client satisfaction while using tools to manage client information and create financial plans.

Qualifications

• Proven account management background.
• Strong interpersonal and presentation skills.
• Deep understanding of financial products.

Responsibilities

• Maintain and grow client relationships.
• Conduct regular client meetings.
• Present sales strategies to clients and team.
• Perform portfolio reviews and monitor client satisfaction.

Skills

Account management

Client relationships

Sales strategy

Communication skills

Presentation skills

Financial products knowledge

Job description

Granite North Group, a leading financial services firm in Jacksonville, FL, seeks a full-time Account Manager to drive client relationships and execute sales strategies.

As an Account Manager, you'll maintain and grow client relationships, conduct regular meetings, and present sales strategies. Your tasks include portfolio reviews and ensuring client satisfaction.

You'll collaborate with financial advisors in Jacksonville, FL, in a professional, client-focused office setting. Our team environment is collaborative and fosters productivity, with team members working together to achieve common goals. You'll use various tools and software to manage client information, track investments, and create financial plans. The office is equipped with modern technology, including computers, printers, and other necessary equipment. You'll also have access to a shared workspace where you can meet with clients, discuss financial strategies, and provide guidance. The office environment is designed to be comfortable and inviting, with a focus on creating a positive and productive atmosphere. To succeed in this role, you'll need strong communication skills, a thorough understanding of financial products, and the ability to work well under pressure. You'll also need to be detail-oriented and able to manage multiple tasks simultaneously. The office setting encourages a culture of continuous learning and professional development, with opportunities for training and education to help you grow in your role.

Granite North Group offers a attractive compensation range of $70,000 to $102,306 per year, based on experience. Additional benefits are not specified at this time.

To succeed, you should have a proven account management background, strong interpersonal skills, and a deep understanding of financial products. You must build and maintain client relationships, with excellent communication and presentation skills.

Maintain and grow client relationships, ensure client satisfaction, execute sales strategies, regular client meetings, portfolio reviews, sales presentationsProven track record in account management, strong interpersonal skills, deep understanding of financial products, ability to build and maintain client relationships, excellent communication and presentation skills