Account Manager

GetJobSmart; Milwaukee (WI); On-site; USD 70,000 - 107,000; Full time

Benefits offered by this job

Health insurance

Retirement plans

Professional development opportunities

Job summary

Juniper Meadows Partners seeks an Account Manager in Milwaukee, WI to foster strong client relationships and deliver tailored financial marketing solutions. This full-time role collaborates with sales, creative, and technical teams to meet client goals and drive growth.

Candidates should have a finance or business degree and 3–5 years in account management, with solid communication skills and knowledge of financial services.

Qualifications

• Bachelor's degree in finance or business required.
• 3-5 years of experience in account management or related role.
• Strong communication and interpersonal skills; ability to build client relationships.

Responsibilities

• Develop and maintain strong client relationships.
• Manage client portfolios and ensure they meet financial goals.
• Provide exceptional customer service and support.
• Stay up-to-date with industry trends and best practices.
• Contribute to the growth and success of the firm.

Skills

Client relationships

Communication skills

Interpersonal skills

Financial services knowledge

CRM software

Education

Bachelor's degree in finance or business

Tools

CRM software

Job description

Juniper Meadows Partners is seeking an Account Manager to join our team in Milwaukee, WI. This is a full-time position with a salary range of $70,000 to $106,766.

As an Account Manager, you will be responsible for managing client relationships, which includes understanding their needs, goals, and challenges, and developing tailored solutions to meet those needs. This role involves creating and implementing comprehensive marketing strategies, which may include digital marketing, content creation, and campaign management, to drive client growth and engagement. You will also be tasked with monitoring and analyzing marketing performance, providing regular reports and recommendations to optimize strategies. Ensuring client satisfaction is a key responsibility, which involves regular communication, feedback collection, and addressing any concerns or issues promptly. Additionally, you will collaborate with cross-functional teams, including sales, creative, and technical departments, to deliver integrated marketing solutions that align with client objectives.

You will work closely with our team of financial experts and collaborate with clients to understand their needs and provide tailored solutions.

The salary range for this position is $70,000 to $106,766, and we offer a comprehensive benefits package including health insurance, retirement plans, and professional development opportunities.

To be successful in this role, you should have a degree in finance, business, or a related field, and a minimum of 3 years of experience in account management or a similar role.

What you will do:

• Develop and maintain strong client relationships
• Manage client portfolios and ensure they meet their financial goals
• Provide exceptional customer service and support
• Stay up-to-date with industry trends and best practices
• Contribute to the growth and success of our firm

What we need:

• A bachelor's degree in finance, business, or a related field
• 3-5 years of experience in account management or a related role
• Strong communication and interpersonal skills
• Proven ability to build and maintain client relationships
• Knowledge of financial services and investment products
• Experience with CRM software is a plus