Strategic Client Partner - Financial Services

Financial Recovery Technologies; Massachusetts; Hybrid; USD 70,000 - 90,000; Full time

Benefits offered by this job

401k with company match

Life and disability insurance

Employee Assistance Program

Hybrid work model

Free drinks and snacks

Free parking onsite

Onsite gym access

Job summary

Financial Recovery Technologies seeks an Account Manager to coordinate services for institutional investors, build strong client relationships, and identify new business opportunities. You will work with sales, marketing, and operations to deliver value and manage client satisfaction across a portfolio of clients.

The role emphasizes collaboration, strategic relationship building, and ongoing revenue growth in a fast-paced, hybrid work environment with a focus on the class action recovery space.

Qualifications

• Two years’ experience in key account management within financial services.
• Proven ability to drive outcomes and grow revenue.
• Strong communication and presentation skills.
• Self-directed, collaborative, and able to thrive in a fast-paced environment.

Responsibilities

• Serve as the primary client service provider for assigned clients.
• Develop and maintain relationships with an assigned portfolio of clients.
• Coordinate service across multiple accounts and manage client requests through to completion.
• Document client priorities to internal teams and maintain CRM records.

Skills

Account management

Relationship building

Negotiation

Client onboarding

Presentation skills

Cross-functional collaboration

Job description

Financial Recovery Technologies seeks an Account Manager to coordinate services for institutional investors, build strong client relationships, and identify new business opportunities. You will work with sales, marketing, and operations to deliver value and manage client satisfaction across a portfolio of clients.

The role emphasizes collaboration, strategic relationship building, and ongoing revenue growth in a fast-paced, hybrid work environment with a focus on the class action recovery space.