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The Associate Account Manager will be responsible to perform client service tasks in a well-organized and timely way, having a complete understanding of the need of the clients. Operates independently in providing day-to-day client service. It is necessary they have organizational skills, because they will undertake the tasks of receiving calls, take messages and routine correspondence, acting as the point of contact between the internal and external clients.
The Associate Account Manager reports to the Client Service Manager.
Relationship Management & Client Focus
- Work both with existing clients and with potential new clients in order to grow existing Assets Under Management and to establish new relationships.
- Analyze various investment opportunities in order to establish and maintain High Net Worth client relationships and guide them through the eSI app.
- Offers investment products and services, include asset and risk management, banking, and credit.
- Be very focused on client requirements and client satisfaction acting with urgency to solve all client escalations and issues and work collaboratively with various functional units to resolve issues quickly and effectively
- Proactive reach out to clients as needed to solve issues or dissatisfactions.
- Read and answer emails on a daily basis.
Technical Knowledge
- Microsoft Office.
- Strong sales and marketing skills
- Excellent corporate work ethics
- Possess strong interpersonal and organizational skills
- Demonstrated analytical and problem solving skills with ability to proactively identify address and mitigate potential problems
Languages required
- English
- Spanish
- Portuguese (is a plus)
Job Type: Full-time
Pay: $70,000.00 - $77,000.00 per year
Benefits:
- 401(k)
- Dental insurance
- Health insurance
- Paid time off
- Vision insurance
Schedule:
- 8 hour shift
Supplemental pay types:
- Bonus pay
Ability to commute/relocate:
- Miami, FL 33131: Reliably commute or planning to relocate before starting work (Required)
Experience:
- Microsoft Powerpoint: 2 years (Preferred)
Language:
- English & Spanish or Portuguese (Required)
Work Location: One location