Strategic Client Advisor – Financial Services

Catalyst North Group; Columbus (OH); On-site; USD 55,000 - 85,000; Full time

Benefits offered by this job

Health insurance

Retirement plans

Flexible work arrangements

Professional development opportunities

Job summary

Catalyst North Group, a leading financial services firm based in Columbus, OH, is seeking a full-time Account Manager to manage client relationships and contribute to the firm's growth. As an Account Manager, you will maintain and grow client accounts by providing financial guidance, meeting with clients to discuss goals, analyzing portfolios, and developing tailored strategies.

You will collaborate with a team of professionals to deliver exceptional client service in a modern,

Qualifications

• Bachelor's degree in finance, accounting, or related field.
• 3+ years of experience in a similar role or account management.
• Strong communication and interpersonal skills, with client-facing experience.

Responsibilities

• Manage client accounts and build strong relationships to foster growth.
• Meet with clients to discuss financial goals and timelines.
• Analyze investment portfolios and develop tailored strategies.
• Collaborate with account managers, financial advisors, and support staff to serve clients in Columbus, OH.
• Generate reports and assist with onboarding and client inquiries.
• Utilize tools to track performance and provide actionable recommendations.

Skills

Client relationship management

Financial guidance

Portfolio analysis

Communication

Interpersonal skills

Team collaboration

Education

Bachelor's degree in finance

Bachelor's degree in accounting

Tools

Bloomberg

QuickBooks

Microsoft Office

Job description

Catalyst North Group, a leading financial services firm based in Columbus, OH, is seeking a full-time Account Manager to manage client relationships and contribute to the firm's growth. As an Account Manager, you will maintain and grow client accounts by providing financial guidance, meeting with clients to discuss goals, analyzing portfolios, and developing tailored strategies.

You will collaborate with a team of professionals to deliver exceptional client service in a modern,