Wealth Management Account Manager — Client Growth

Horizon West Inc; Buffalo (NY); On-site; USD 90,000 - 149,000; Full time

Benefits offered by this job

Health insurance

401(k) with employer match

Tuition reimbursement

Workshops and training

Job summary

Horizon West, a Buffalo, NY-based financial services firm, seeks an Account Manager to oversee wealth and investment advisory services and cultivate strong client relationships. This full-time role offers a salary range of $90,000 to $148,885 with comprehensive benefits.

You will manage client accounts, develop financial strategies, and collaborate with the investment team to tailor solutions while ensuring top-tier client satisfaction and ongoing service excellence.

Qualifications

• Bachelor's degree in Finance, Business, Economics, or a related field.
• 3-5 years of experience in financial services, preferably in wealth management or investment advisory.
• Strong interpersonal and communication skills, with the ability to build and maintain client relationships.
• Excellent organizational and time management skills, with the ability to meet deadlines and manage multiple priorities.
• Proficiency in financial software and investment analysis tools.

Responsibilities

• As an Account Manager, you'll manage client accounts, develop financial strategies, and ensure client satisfaction.
• You'll collaborate with the investment team to provide tailored solutions and maintain strong client relationships.
• Build and maintain strong relationships with existing clients, as well as prospect new clients to grow our client base.
• Provide exceptional customer service, ensuring our clients feel valued and understood.
• Develop and implement personalized financial plans for clients, tailored to their unique needs and goals.
• Monitor client portfolios and make adjustments as needed to ensure optimal performance.
• Educate clients on investment strategies, market trends, and financial concepts to help them make informed decisions.

Skills

Client relationships

Communication skills

Financial analysis

Time management

Education

Bachelor's degree in Finance/Business/Economics

Job description

Horizon West, a Buffalo, NY-based financial services firm, seeks an Account Manager to oversee wealth and investment advisory services and cultivate strong client relationships. This full-time role offers a salary range of $90,000 to $148,885 with comprehensive benefits.

You will manage client accounts, develop financial strategies, and collaborate with the investment team to tailor solutions while ensuring top-tier client satisfaction and ongoing service excellence.