Technical Account Manager

Apex Valley Partners; 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, a leading financial services firm, is seeking a Technical Account Manager to join our team in Atlanta, GA. This full-time role offers tailored solutions and exceptional service to diverse clients.

As Technical Account Manager, you will manage client relationships, provide technical support, and ensure client satisfaction. You will also coordinate with internal teams to deliver solutions and maintain client accounts.

You will work in a collaborative workplace with a diverse team in Atlanta, GA, where your ideas and contributions are valued. Our firm fosters a culture that encourages open communication and teamwork, allowing you to collaborate with colleagues from various backgrounds and skill sets. This diverse environment not only enriches your professional experience but also helps you develop a well-rounded perspective. In Atlanta, you'll have the opportunity to engage with a dynamic community, contributing to a vibrant and innovative workplace. The firm's commitment to valuing your ideas ensures that your voice is heard and your contributions are recognized, fostering a supportive and inclusive work environment.

The salary range for this role spans from $60,000 to $93,782 per year, providing a competitive compensation package. Employees can expect comprehensive health insurance coverage, including medical, dental, and vision plans, to ensure their well-being. The company also offers robust retirement plans, such as a 401(k) with a generous employer match, to help employees save for their future. Additionally, professional development opportunities are available, allowing employees to enhance their skills and advance their careers within the organization.

To excel in this role, you should have a bachelor's degree in a related field, 3-5 years of experience in technical account management, and strong communication skills. Proficiency in financial services and technical tools is required.

What you will do:

• Develop and maintain strong relationships with our clients, ensuring their needs are met and exceeded.
• Provide technical expertise and guidance to our clients, helping them navigate complex financial solutions.
• Collaborate with our internal teams to deliver high-quality services and solutions to our clients.
• Stay up-to-date with industry trends and best practices, applying this knowledge to enhance our services.
• Attend and represent Apex Valley Partners at industry events and conferences.
• Manage and oversee the day-to-day operations of our client accounts, ensuring they run smoothly and efficiently.

What we need:

• A bachelor's degree in a relevant field, preferably in finance, business, or a related discipline.
• 3-5 years of experience in a technical or account management role within the financial services industry.
• Strong knowledge of financial products and services, with a particular focus on the areas you'll be managing.
• Excellent communication and interpersonal skills, with the ability to build and maintain strong relationships with clients.
• Proven ability to work independently and as part of a team, with a strong sense of initiative and problem-solving skills.
• A passion for the financial services industry and a commitment to providing exceptional service to our clients.