Series 7 and 66 Licensed Account Manager
Job Summary
To support pivotal relationships within the firm, the full-time Internal Strategic Account Manager will manage complex business issues, collaborate with the Strategic Account Management team, and maintain strong client relationships while working remotely.
Key responsibilities
- Own and resolve complex business issues, ensuring high client satisfaction
- Collaborate with the Strategic Account Manager to complete Business/Relationship Assessments
- Maintain up-to-date Salesforce records and manage contract accommodations for the SAM
Required qualifications
- 5+ years of experience in sales, relationship management, or senior client service roles
- 5+ years of experience within the financial services industry
- Series 7 and Series 66 licenses (or the ability to obtain within 90 days)
- 3+ years of project management experience with cross-functional initiatives
- 3+ years of experience utilizing Salesforce CRM and related tools
Complete Job Description
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