FactSet

Account Manager – Trading

FactSet

full-time

Posted on:

Location Type: Hybrid

Location: New York City • Illinois • New York • United States

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Salary

💰 $96,000 - $120,000 per year

About the role

  • Embrace and promote a customer-first culture as an Account Manager on the LiquidityBook team
  • Develop and execute customer success strategies, analyze support data to identify trends
  • Lead Quarterly Business Review (QBR) meetings with clients, capturing comprehensive notes and actionable feedback
  • Implement process or configuration improvements tailored to individual client environments
  • Act as an escalation point for complex client issues, coordinating with internal teams for solutions
  • Monitor and report on key performance indicators (KPIs) and health metrics for accounts
  • Foster a feedback loop between clients and the Front-office Product teams
  • Cultivate strong relationships with key contacts at each client organization

Requirements

  • 5+ years in a client service role focused on front-office trading workflows
  • Meticulous attention to detail in client meeting documentation
  • Deep understanding of customer expectations and a passion for building long-term relationships
  • Ability to positively influence client retention by aligning product knowledge to client objectives
  • Interest or experience in sales, retention, and business growth
  • Exceptional interpersonal and relationship-building skills
  • Strong organizational and project management abilities
  • Outstanding verbal and written communication
  • Creative problem-solver with a track record of delivering results
  • Bachelor's Degree in related field
Benefits
  • Health, life, and disability insurance
  • Retirement savings plans
  • Discounted employee stock purchase program
  • Paid time off for holidays
  • Family leave
  • Company-wide wellness days
  • Flexible work accommodations
  • Career progression planning
Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Soft Skills
customer-first cultureattention to detailrelationship-buildinginterpersonal skillsorganizational skillsproject managementverbal communicationwritten communicationcreative problem-solvinginfluencing skills
Certifications
Bachelor's Degree