Chicago-based Strategic Account Manager - Financial Services

Trinity Central Group; Chicago (IL); On-site; USD 80,000 - 124,000; Full time

Benefits offered by this job

Health insurance (medical, dental, and

401(k) with company match

Tuition reimbursement and online培训

Job summary

Trinity Central Group, a financial services firm in Chicago, IL, seeks a full-time Account Manager. You will manage client accounts, develop strategies to meet goals, monitor performance, and provide data-driven recommendations.

The role requires a bachelor’s degree in finance or business and 3–5 years in account management within financial services, with strong communication and analytical skills. Competitive benefits and on-site Chicago work.

Qualifications

• Bachelor’s degree in finance, business, or related field.
• Strong communication and analytical skills.
• Experience in financial services or client relationship management preferred.

Responsibilities

• Develop and maintain relationships with existing clients and prospects.
• Identify new business opportunities and drive revenue growth.
• Provide exceptional customer service and timely responses.
• Analyze client needs and recommend financial products and services.
• Monitor client accounts and report on performance and opportunities.

Skills

Client relationships

Data-driven recommendations

Market trend analysis

Communication skills

Negotiation

Education

Bachelor’s degree in Finance or Business

Job description

Trinity Central Group, a financial services firm in Chicago, IL, seeks a full-time Account Manager. You will manage client accounts, develop strategies to meet goals, monitor performance, and provide data-driven recommendations.

The role requires a bachelor’s degree in finance or business and 3–5 years in account management within financial services, with strong communication and analytical skills. Competitive benefits and on-site Chicago work.