Account Manager

Harbor National LLC; Sacramento (CA); On-site; USD 70,000 - 100,000; Full time

Benefits offered by this job

Health insurance

401(k) matching

Tuition reimbursement

Professional development

Job summary

Harbor National LLC in Sacramento, CA, is seeking an Account Manager for a full-time role offering a salary range of $70,000 to $100,417 per year. You will be the primary contact for client relationships, driving growth and delivering top-tier financial solutions locally.

You will manage client accounts, develop relationships, track performance, and provide regular reports to management, collaborating with sales and product teams to propose new financial solutions.

Qualifications

• Bachelor's degree in finance, business, or a related field.
• 3–5 years of experience in account management or a similar role.

Responsibilities

• Manage key client accounts and ensure exceptional service.
• Develop and implement tailored financial strategies to meet client needs.
• Build and maintain strong relationships with clients.
• Collaborate with cross-functional teams to deliver financial products and services.
• Monitor account performance and identify opportunities for growth.
• Meet and exceed client performance targets.

Skills

Strong communication

Interpersonal skills

Relationship management

Client-focused

Education

Bachelor's degree in finance or business

Job description

Harbor National LLC seeks a skilled Account Manager for its FULL_TIME position in Sacramento, CA. The role offers a competitive salary range of $70,000 to $100,417. As an Account Manager, you'll be the primary point of contact for client relationships, driving growth and ensuring clients receive top-tier financial solutions.

In this role, you'll manage client accounts, develop and maintain relationships, and ensure client satisfaction. You'll also work closely with the sales and product teams to identify and propose new financial solutions. Additionally, you'll track client performance and provide regular reports to the management team.

You’ll work in a collaborative environment with the sales and product teams in Sacramento, CA. The workplace is professional and supportive, fostering a culture of continuous learning and development.

The salary range for this role is between $70,000 and $100,417 per year, providing a competitive compensation package.

• Employees can expect comprehensive health insurance coverage, including medical, dental, and vision plans.
• Additionally, the company offers robust retirement plans, such as a 401(k) with employer matching contributions, to help employees save for their future.
• Professional development opportunities are also available, including tuition reimbursement for further education and access to workshops, seminars, and online courses to enhance skills and knowledge.

To excel in this role, you should have a bachelor's degree in finance, business, or a related field. You should also have 3-5 years of experience in account management or a similar role. Strong communication and interpersonal skills are essential, as is a proven track record of meeting and exceeding client expectations.

• Manage key client accounts, ensuring they receive exceptional service and achieve their financial goals.
• Develop and implement tailored financial strategies to meet client needs and exceed expectations.
• Build and maintain strong relationships with clients, understanding their unique needs and challenges.
• Collaborate with cross-functional teams to deliver high-quality financial products and services.
• Monitor account performance, identify opportunities for growth, and implement action plans to achieve targets.
• Bachelor's degree in Finance, Business, or a related field.
• 3-5 years of experience in account management, financial services, or a similar role.
• Strong relationship-building and communication skills.
• Proven ability to manage multiple accounts and meet performance targets.
• Familiarity with financial products and services is a plus.