Account Manager

Juniper West; Omaha (NE); On-site; USD 90,000 - 132,000; Full time

Benefits offered by this job

Health insurance

Retirement plans

Professional development opportunities

Job summary

Juniper West seeks a dedicated Account Manager in Omaha, NE to manage and grow client relationships, delivering tailored financial solutions and strategic guidance.

You will collaborate with sales and operations to ensure seamless service delivery, provide regular updates, and maintain high client satisfaction in a fast-paced environment.

Qualifications

• Bachelor's degree in finance, business, or related field preferred.
• Proven track record in account management.
• Strong financial services knowledge.
• Excellent communication and negotiation skills.
• Able to build and maintain strong client relationships.
• Proactive problem-solving approach.

Responsibilities

• Managing and growing client relationships.
• Developing customized financial strategies.
• Providing regular account updates.
• Collaborating with sales and operations teams.
• Ensuring client satisfaction.

Skills

Account management

Financial services knowledge

Communication skills

Negotiation skills

Client relationship management

Proactive problem-solving

Education

Bachelor's degree in finance, business, or related field

Job description

Juniper West, a well-established company of innovative financial solutions, is seeking a full-time Account Manager in Omaha, NE. In this role, you will manage and grow client relationships, ensuring their financial needs are met with tailored services.

Daily tasks include engaging with clients to understand their financial goals and challenges, developing customized strategies, and providing regular account status updates. You will collaborate with sales and operations teams to ensure seamless service delivery and client satisfaction.

As an Account Manager, you will join a dedicated team in Omaha, NE, located in the city center. Our office offers a professional and collaborative work environment, allowing you to work with diverse clients and contribute to our financial services growth.

The salary range is $90,000 to $131,640 per year. Juniper West provides a comprehensive benefits package, including health insurance, retirement plans, and professional development opportunities.

To succeed, you should have a proven account management track record, strong financial services knowledge, and excellent communication and negotiation skills. You should build and maintain strong client relationships and have a proactive problem-solving approach. A bachelor's degree in finance, business, or a related field is preferred.

The position is open until filled. Candidates should also be prepared to provide a portfolio of their work, demonstrating their skills and expertise in the field. The ideal candidate will have a strong understanding of the tools and technologies used in the workplace, as well as the ability to work independently and as part of a team. The role requires a high level of attention to detail and the ability to meet tight deadlines. Candidates should also be comfortable with the idea of working in a fast-paced, dynamic environment, and be willing to take on new challenges and responsibilities. The position is ideal for someone looking to further develop their skills and gain valuable experience in a supportive and collaborative team.

Responsibilities

• Managing and growing client relationships
• developing customized financial strategies
• providing regular account updates
• collaborating with sales and operations teams
• ensuring client satisfaction

Qualifications

• Proven track record in account management
• strong understanding of financial services
• excellent communication and negotiation skills
• ability to build and maintain strong client relationships
• proactive problem-solving approach
• bachelor's degree in finance, business, or related field preferred