(INTERNAL APPLICANTS) Strategic Accounts Manager
Camp Strategy
Salary
💰 $56,000 - $82,000 per year
Job Level
JuniorMid-Level
About the role
- Communicate and collaborate with clients and team members to provide excellent service to current and prospective clients.
- Prepare documents for client meetings.
- Research and resolve client and team member questions and issues relating to financial accounts and service requests, collaborating with custodians and team members.
- Execute set-up and transfer of funds for new investment accounts.
- Assist with client account administration functions.
- Responsible for accurately handling all aspects of client account opening and maintenance.
- Work directly with custodians to resolve client account issues.
- Utilize CRM system for daily tasks, tracking and documentation of client data, and documenting updates to current assigned work.
Requirements
- College Degree
- Experience working in a client or customer service role
- Possess strong interpersonal skills, a team-based attitude, and a desire to collaborate
- Effective use of technology/software
- Flexible to changing circumstances and client needs
- Desire to provide concierge quality customer service
- Proficient in Microsoft Office Suite with strong attention to detail, ability to learn quickly, and maintain confidentiality.
- Effective communicator with strong multitasking, prioritization, interpersonal skills, and a collaborative, client-focused mindset.
