44 Client Account Manager Jobs in Bloomington, MN
Stevens Foster Financial Advisors is Hiring a Client Account Manager Near Bloomington, MN
Stevens Foster is a highly respected Registered Investment Advisory firm consistently ranked among the top advisors in the country. We provide fully integrated financial and tax planning to high net worth and corporate clients.
Our relationship managers develop a trusting relationship with the client, understand and convey client goals and objectives, while working with the Stevens Foster team to design effective options to meet client goals, and personally convey those options to our clients.
Required skills and experience:
- Financial services/financial planning experience (3-5 years)
- Strong understanding of areas of personal financial planning such as: investing, executive benefits, estate planning, retirement planning and individual income tax
- Time management
- Problem solving
- Excellent written and interpersonal communication skills
- Team player demonstrating integrity, hard work ethic, and high moral character
- Must maintain a high level of confidentiality and sensitivity of information
- Demonstrate interpersonal ability to build strong relationships both individually and with small groups, which includes presentations and responding to a variety of inquiries
- Always maintain high ethical standards
Benefits:
- Paid time off
- Voluntary paid time off
- 401(k)
- 401(k) matching
- Health insurance
- Dental insurance
- Vision insurance
- Disability insurance (short term disability & long term disability)
- Health savings accountÂ
- Flexible spending account
- Dependent care flexible spending account
- Life insurance
- Parental leave
Schedule:
- Monday to Friday
- Hybrid opportunity after 6 months
Supplemental pay types:
- Bonus opportunities
Job Summary
Full Time
$91k-123k (estimate)
07/27/2024
09/28/2024
stevensfoster.com
Minneapolis, MN
50 - 100
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The job skills required for Client Account Manager include Problem Solving, Time Management, Integrity, etc. Having related job skills and expertise will give you an advantage when applying to be a Client Account Manager. That makes you unique and can impact how much salary you can get paid. Below are job openings related to skills required by Client Account Manager. Select any job title you are interested in and start to search job requirements.
The following is the career advancement route for Client Account Manager positions, which can be used as a reference in future career path planning. As a Client Account Manager, it can be promoted into senior positions as an Account Executive, Sr. - Advertising that are expected to handle more key tasks, people in this role will get a higher salary paid than an ordinary Client Account Manager. You can explore the career advancement for a Client Account Manager below and select your interested title to get hiring information.
If you are interested in becoming a Client Account Manager, you need to understand the job requirements and the detailed related responsibilities. Of course, a good educational background and an applicable major will also help in job hunting. Below are some tips on how to become a Client Account Manager for your reference.
Step 1: Understand the job description and responsibilities of an Accountant.
Quotes from people on Client Account Manager job description and responsibilities
They are usually assigned to essential clients or corporate accounts.
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They tend to any concerns that clients may have, and they ensure that these concerns are properly addressed and resolved.
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Step 2: Knowing the best tips for becoming an Accountant can help you explore the needs of the position and prepare for the job-related knowledge well ahead of time.
Career tips from people on Client Account Manager jobs
Companies use account managers to ensure that customers feel that their needs are being met.
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The account manager would frequently serve as a combination of a salesperson, customer service representative, technical specialist, and financial advisor.
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An account manager’s success depends on how good they are at networking, and building and sustaining relationships.
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By mapping out the onboarding process, management workflows, and communication calendar, account managers can streamline the client success process.
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Whether working with outbound leads or existing customers, account managers are constantly building relationships, providing value, and above all, listening.
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Step 3: View the best colleges and universities for Client Account Manager.
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