Strategic Account Manager, Financial Services

GetJobSmart; Milwaukee (WI); Sur place; USD 70 000 - 107 000; Plein temps

Avantages offerts par ce poste

Health insurance

Retirement plans

Professional development opportunities

Résumé du poste

Juniper Meadows Partners seeks an Account Manager in Milwaukee, WI to foster strong client relationships and deliver tailored financial marketing solutions. This full-time role collaborates with sales, creative, and technical teams to meet client goals and drive growth.

Candidates should have a finance or business degree and 3–5 years in account management, with solid communication skills and knowledge of financial services.

Qualifications

• Bachelor's degree in finance or business required.
• 3-5 years of experience in account management or related role.
• Strong communication and interpersonal skills; ability to build client relationships.

Responsabilités

• Develop and maintain strong client relationships.
• Manage client portfolios and ensure they meet financial goals.
• Provide exceptional customer service and support.
• Stay up-to-date with industry trends and best practices.
• Contribute to the growth and success of the firm.

Connaissances

Client relationships

Communication skills

Interpersonal skills

Financial services knowledge

CRM software

Formation

Bachelor's degree in finance or business

Outils

CRM software

Description du poste

Juniper Meadows Partners seeks an Account Manager in Milwaukee, WI to foster strong client relationships and deliver tailored financial marketing solutions. This full-time role collaborates with sales, creative, and technical teams to meet client goals and drive growth.

Candidates should have a finance or business degree and 3–5 years in account management, with solid communication skills and knowledge of financial services.