Account Manager

Pinnacle National Corp.; Philadelphia (Philadelphia County); In loco; USD 70.000 - 98.000; Tempo pieno

Vantaggi offerti da questo lavoro

Health insurance

Retirement plans

Paid time off

Descrizione del lavoro

Pinnacle National Corp., a leading financial services company based in Philadelphia, PA, is seeking an Account Manager to grow client relationships and deliver strategic financial insights. This full-time role offers a path for professional growth in a collaborative, inclusive environment.

You will manage the full lifecycle of client accounts from onboarding to renewal, develop tailored financial solutions, and work with cross-functional teams to ensure exceptional service.

Competenze

• Bachelor's degree required; 3+ years in account management or a related role.
• Strong communication and interpersonal skills to build and maintain client relationships.
• Experience managing client accounts from onboarding to renewal; analytical, problem-solving mindset.

Mansioni

• Develop and maintain strong relationships with key clients to ensure financial goals are met and exceeded.
• Analyze client needs and develop tailored financial solutions that align with business objectives.
• Manage the full lifecycle of client accounts, from onboarding to renewal, ensuring a seamless experience.
• Collaborate with cross-functional teams to deliver high-quality financial services and products.
• Monitor market trends and regulatory changes to identify opportunities and risks for clients.
• Provide regular reports and insights to clients to help them make informed financial decisions.
• Foster a culture of continuous learning and improvement within the account management team.
• Attend industry events and conferences to stay current with best practices and trends.

Conoscenze

Communication skills

Interpersonal skills

Client relationship management

Team collaboration

Analytical thinking

Time management

Attention to detail

Adaptability

Formazione

Bachelor's degree in Finance or Business

Master's degree (plus)

Strumenti

Excel

PowerPoint

CRM systems

Descrizione del lavoro

Pinnacle National Corp., a leading financial services company based in Philadelphia, PA, is seeking a dynamic Account Manager. This full-time position offers a unique opportunity to grow within a company that values innovation, integrity, and excellence. The salary range for this role is $70,000 - $97,515.

As an Account Manager, you will be responsible for managing client relationships and ensuring their financial needs are met with exceptional service and strategic insight. You will develop and implement strategies to enhance client satisfaction and retention, and you will maintain regular communication with clients to address their concerns and provide updates on their accounts.

You will work closely with a team of financial professionals in a dynamic and collaborative environment. The workplace is located in Philadelphia, PA, and offers a supportive and inclusive culture. The team is dedicated to providing the best possible service to clients and fostering a positive work environment.

The salary range for this position is $70,000 - $97,515. In addition to the base salary, employees are eligible for a comprehensive benefits package, which includes health insurance, retirement plans, and paid time off. Pinnacle National Corp. is committed to providing a competitive and rewarding compensation package to attract and retain top talent.

To excel in this role, you should have a bachelor's degree in finance, business, or a related field. You should have a minimum of 3 years of experience in account management or a similar role. Strong communication and interpersonal skills are essential, as well as the ability to build and maintain strong client relationships.

Pinnacle National Corp. is an equal opportunity employer and encourages applications from all qualified candidates, regardless of their background, race, color, religion, sex, national origin, age, disability, or veteran status. The company is committed to fostering a diverse and inclusive workplace, where all employees can thrive and contribute to the organization's success.

• Develop and maintain strong relationships with key clients to ensure their financial goals are met and exceeded.
• Analyze client needs and develop tailored financial solutions that align with their business objectives.
• Manage the full lifecycle of client accounts, from onboarding to renewal, ensuring a seamless experience.
• Collaborate with cross-functional teams to deliver high-quality financial services and products.
• Monitor market trends and regulatory changes to identify opportunities and risks for our clients.
• Provide regular reports and insights to clients to help them make informed financial decisions.
• Foster a culture of continuous learning and improvement within the account management team.
• Attend industry events and conferences to stay current with best practices and trends.
• A bachelor's degree in Finance, Business Administration, or a related field.
• A master's degree is a plus.
• 5+ years of experience in account management or a related role within the financial services industry.
• Strong understanding of financial products and services, including banking, investments, and insurance.
• Excellent communication and interpersonal skills to build and maintain strong client relationships.
• Proficient in Microsoft Office Suite, particularly Excel and PowerPoint.
• Knowledge of CRM systems and financial analysis tools is a plus.
• Ability to work independently and as part of a team in a fast-paced environment.
• Strong problem-solving skills and attention to detail.