20 часов назад
Sr. Account Manager (FinTech)
85 000 - 120 000$
Мэтч & Сопровод
Для мэтча с этой вакансией нужен Plus
Описание вакансии
Текст:
TL;DR
Sr. Account Manager (Financial Services): Managing client engagement, reporting, and operational performance for corporations, government entities, pension plans, endowments, and foundations with an accent on relationship management, service delivery, and investment accounting. Focus on coordinating cross-functional support, resolving client inquiries, improving delivery metrics, and identifying opportunities to expand client services.
Location: Office - Chicago, United States
Salary: $85,000–$120,000 USD annually
Company
provides financial services and investment accounting solutions for corporate, government, pension, endowment, and foundation clients.
What you will do
- Act as the primary client contact and ensure service quality meets or exceeds expectations.
- Understand client priorities and coordinate resources across sales, product, and operations.
- Oversee daily, monthly, quarterly, and annual reporting and service delivery.
- Manage client engagement models, client health reporting, delivery metrics, and operational performance.
- Coordinate resolution of client inquiries and projects, provide client training, and mentor analysts.
- Develop client relationships, gather feedback, and identify opportunities to improve and expand support.
Requirements
- 5+ years of relevant experience.
- Bachelor’s degree in accounting or a similar field, or relevant experience in investment management, insurance, fintech, investment accounting, financial services, or investment operations.
- Working knowledge of financial services and investment accounting.
- Strong computer skills, including proficiency in Microsoft Office.
- Excellent verbal and written communication, documentation, organizational, and interpersonal skills.
- Strong problem-solving abilities and the ability to work proactively in a fast-paced, sometimes ambiguous environment.
Nice to have
- Knowledge of structured products, derivatives, and fixed-income securities.
Culture & Benefits
- Health, vision, and dental insurance.
- 401(k) plan.
- Paid time off, parental leave, and medical leave.
- Short-term and long-term disability insurance benefits.
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