Account Manager, Financial Services — Growth & Strategy

Pinnacle Elite; Boston (MA); Presencial; USD 60.000 - 90.000; Jornada completa

Ventajas ofrecidas por este puesto de trabajo

Health insurance

Retirement plans

Professional development opportunities

Descripción de la vacante

Pinnacle Elite in Boston, MA seeks an Account Manager to build and maintain client relationships, develop tailored financial strategies, and ensure client satisfaction. This full-time role offers a negotiable salary and a comprehensive benefits package designed to support your growth.

You will collaborate with clients to understand their needs, deliver solutions that drive growth, stay current with industry trends, and work with the sales and finance teams to report on client accounts and

Formación

• Bachelor's degree in finance, business, or related field.
• Experience in account management or financial services.
• Excellent communication and interpersonal skills.

Responsabilidades

• Develop and maintain relationships with existing and new clients.
• Provide exceptional customer service and address client inquiries.
• Collaborate with sales and marketing to grow business.
• Monitor client accounts and provide updates.
• Attend industry events and client meetings.

Conocimientos

Client relations

Communication

Interpersonal skills

Organizational skills

Excel

Educación

Bachelor's degree in Finance/Business

Herramientas

Microsoft Office

Excel

Outlook

Descripción del empleo

Pinnacle Elite in Boston, MA seeks an Account Manager to build and maintain client relationships, develop tailored financial strategies, and ensure client satisfaction. This full-time role offers a negotiable salary and a comprehensive benefits package designed to support your growth.

You will collaborate with clients to understand their needs, deliver solutions that drive growth, stay current with industry trends, and work with the sales and finance teams to report on client accounts and