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TriStarr's client, a well-established financial service firm in downtown Lancaster, is looking for a Client/Account Administrator , an employee to handle administrative work for investment advisory clients of the firm and to act as an interface between those clients and a principal of the firm.
The position requires proficiency in Microsoft Outlook, Word, Excel, facility with numbers, and working within a sophisticated database. We look for applicants who can identify and solve problems, function both independently and within a group, and work efficiently and professionally with clients. Experience in finance is helpful but not required.
Attributes of the firm include its nearly fifty years of operation, its internal integration of staff and principals, the depth and care of its training and support, and the family atmosphere of its working environment in a renovated Victorian-era warehouse in the middle of downtown Lancaster.
Employee turnover is low; salary is highly competitive, onsite parking is provided, and the firm offers excellent benefits. This role is your career "home."
JOB TYPE: Direct Hire
HOURS: Full-time, day shift
PAY RATE: $45-55/K - Dependent on experience
DRESS CODE: Professional
Full Time
$89k-120k (estimate)
06/23/2024
07/11/2024
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 Manager IV 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.
02/21/2022: Canton, OH
They tend to any concerns that clients may have, and they ensure that these concerns are properly addressed and resolved.
03/12/2022: Burlington, VT
Monitoring budgets, spending and revenue, and explaining cost factors to clients are also part of the gig.
03/24/2022: Nashville, TN
Ensure a smooth handoff to account management and continue nurturing customer relationships with account maps.
02/18/2022: Atlanta, GA
An account development manager's responsibilities revolve around securing and reaching sales targets, creating business plans, developing strategies, and building positive relationships with clients.
03/20/2022: Monroe, LA
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.
02/18/2022: Lafayette, LA
The account manager would frequently serve as a combination of a salesperson, customer service representative, technical specialist, and financial advisor.
04/28/2022: Vineland, NJ
An account manager’s success depends on how good they are at networking, and building and sustaining relationships.
04/10/2022: Muskegon, MI
By mapping out the onboarding process, management workflows, and communication calendar, account managers can streamline the client success process.
03/10/2022: Huntington, NY
Whether working with outbound leads or existing customers, account managers are constantly building relationships, providing value, and above all, listening.
04/25/2022: Everett, WA
Step 3: View the best colleges and universities for Client Account Manager.