Strategic Account Manager, Financial Services

GetJobSmart; Chicago (IL); On-site; USD 65,000 - 85,000; Full time

Benefits offered by this job

Health insurance

Retirement plan with employer matching

Tuition reimbursement

Job summary

Redwood West in Chicago, IL is seeking an Account Manager to manage and expand client relationships in a fast-paced financial services environment. You will develop strategies to meet client needs, analyze data to identify growth opportunities, and partner with cross-functional teams to deliver tailored solutions.

A bachelor's degree and 3–5 years' experience are required; salary is negotiable with a comprehensive benefits package.

Qualifications

• Bachelor's degree in Business, Finance, or related field.
• 3–5 years of account management or similar role in financial services.
• Proven track record of growing client accounts.
• Excellent communication and interpersonal skills.
• Strong analytical and problem-solving abilities.
• Proficiency in Microsoft Office Suite, especially Excel and PowerPoint.
• Ability to work independently and as part of a team.
• Passion for the financial services industry and building a career.

Responsibilities

• Manage and grow existing client accounts, driving revenue and customer satisfaction.
• Develop and implement strategies to meet client needs and exceed expectations.
• Build and maintain strong relationships with clients as the primary contact.
• Monitor client accounts, identifying opportunities for improvement and growth.
• Prepare and present regular reports on account performance and progress.
• Collaborate with cross-functional teams to ensure seamless service delivery.
• Stay up-to-date with industry trends and best practices in account management.
• Attend client meetings and events as required.

Skills

Account management

Client relationships

Communication

Analytical thinking

Team collaboration

Education

Bachelor's degree in Business/Finance

Tools

Microsoft Excel

PowerPoint

Job description

Redwood West in Chicago, IL is seeking an Account Manager to manage and expand client relationships in a fast-paced financial services environment. You will develop strategies to meet client needs, analyze data to identify growth opportunities, and partner with cross-functional teams to deliver tailored solutions.

A bachelor's degree and 3–5 years' experience are required; salary is negotiable with a comprehensive benefits package.