Tech Account Manager, Financial Services — Atlanta

GetJobSmart; Atlanta (GA); On-site; USD 60,000 - 94,000; Full time

Benefits offered by this job

Health insurance

401(k) match

Professional development

Job summary

Apex Valley Partners in Atlanta, GA is seeking a Technical Account Manager to build and maintain strong client relationships, deliver technical guidance, and coordinate with internal teams to provide tailored financial solutions.

You will work in a collaborative environment, apply industry knowledge, stay current with trends, and represent the firm at industry events. A bachelor's degree and 3–5 years in technical/account management in financial services are required.

Qualifications

• Bachelor's degree in a related field.
• 3–5 years of experience in technical or account management in financial services.
• Strong knowledge of financial products and services; ability to navigate complex solutions.
• Excellent communication and interpersonal skills; ability to build and maintain client relationships.

Responsibilities

• Develop and maintain strong relationships with clients, ensuring their needs are met and exceeded.
• Provide technical expertise and guidance to clients on financial solutions.
• Collaborate with internal teams to deliver high-quality services and solutions.
• Stay up-to-date with industry trends and best practices to enhance services.
• Attend and represent Apex Valley Partners at industry events and conferences.
• Manage day-to-day operations of client accounts to ensure smooth performance.

Skills

Client relationship management

Technical expertise

Communication skills

Problem solving

Independent work

Education

Bachelor's degree in related field

Tools

Financial software

Job description

Apex Valley Partners in Atlanta, GA is seeking a Technical Account Manager to build and maintain strong client relationships, deliver technical guidance, and coordinate with internal teams to provide tailored financial solutions.

You will work in a collaborative environment, apply industry knowledge, stay current with trends, and represent the firm at industry events. A bachelor's degree and 3–5 years in technical/account management in financial services are required.