Account Manager

What we offer

• Excellent growth opportunities and exceptional value, as reflected in the successful completion of over 2,000 acquisitions.
• Focus on building an exceptional corporate culture, which is crucial to our success and long-term growth.
• An international profile and recognition as a company that promotes equality and equal opportunity, with a focus on diversity and equity.
• A work environment that offers a high degree of independence and encourages initiative.
• A dynamic, international, and collaborative work environment with a strong focus on professional development.
• A designated Customer Relationship Manager (CRM) who serves as a dedicated Account Manager (AM), monitors all customer interactions, and helps build long-term relationships with customers and prospects.
• Flexibility and the opportunity to work from home whenever possible.

What we expect

• Proactive, solution-oriented, and customer-focused professionals who work in a multicultural environment.
• Responsibility for managing the entire customer journey, from the initial contact through onboarding to ongoing service and growth support for individual customers.

Core Responsibilities

• Customer Onboarding & Building Relationships:
  • Help clients establish a framework for their customer/order structure and gain a professional understanding of all aspects.
  • Maintain customer files and onboarding documentation at any time.
  • Explain the company's and product offerings using customer-focused materials, both as a team and with the sales staff.
  • Develop proposals regarding a client's investment strategy, key objectives, and budget requirements.
  • Onboarding: Serve as the day-to-day and post-onboarding relationship manager for all aspects of onboarding.
• Management:
  • Plan and communicate clients' financial goals.
  • Document client goals for initial consultations and reviews.
  • Understand the complete financial plan based on new customers' documents.
• Communication:
  • Organize and schedule regular client meetings, phone calls, and webinars.
  • Work closely with product experts, asset managers, and other colleagues as needed.
• Compliance:
  • Ensure that all necessary regulatory documents are completed.
  • Monitor and escalate customer issues.
• Coverage:
  • Track and report on key pipeline and onboarding metrics.
  • Provide accurate and timely information for customer reporting.
• Miscellaneous:
  • Support research and development activities as needed.
  • Provide support for marketing initiatives and market research.
  • Take responsibility for managing social media channels.
  • Conduct due diligence.
  • Travel to customer locations.

Requirements

• Self-starter, team player, detail-oriented, and motivated.
• Excellent communication, analytical, and financial modeling