The Account Management team is responsible for the successful renewal and growth of CFRA’s existing clients. In addition to renewing the business in place, Account Managers should develop strong relationships with key contacts at each account, understand the goals and initiatives of each account, think strategically about ways in which CFRA can help each client achieve their goals by utilizing our products & services, and identify areas for potential account growth. Account Managers should work cooperatively with all departments at CFRA to ensure client expectations are exceeded and account goals are met.
Key Responsibilities
THE ROLE
We are looking for an Account Manager to join our Account Management Team. The successful candidate will support the team servicing existing accounts through:
Account Strategy Development & Execution
Relationship Development
Revenue Retention & Growth
Cross-Selling Initiatives
Skills Knowledge and Expertise
This role would suit a qualified individual with 3+ years of account management or sales experience in the financial services industry in a client-facing position. Desired skills and characteristics:
Collaborative work ethic
Polished verbal and written communication skills
Demonstrated commitment to customer service
Facility with data analysis
Proficiency with Excel required
Familiarity with financial markets and investment research
Experience with Salesforce highly valued
EDUCATIONAL REQUIREMENTS
Bachelor's degree - financial major preferred
Benefits
Sick Days
PTO
Holiday Pay
Health, Dental, & Vision Insurance
Company paid Life & Disability Insurance
Competitive Pay
Performance Bonus
Pension
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CFRA 2 jobs found
UK - Account Manager at CFRA
London, United Kingdom
Senior Quant Research Analyst/Data Scientist at CFRA