Address
Form of workJob Description
Overview
At our Offices, client relationships are our top priority. We’re looking for a dedicated and personable account manager to maintain client accounts and serve as our main point of contact. The ideal candidate will have a passion for helping others and a drive for providing exceptional customer service. Applicants should also be proficient with audits, spreadsheets, and other productivity software. Apply today and help us build meaningful, long-lasting relationships that move our business forward.
Reports to:
Chief Operations Officer
Objectives of this Role
- Serve as the main point of contact in financial matters related to client concerns and needs
- Maintain accurate client records, keeping track of financial updates and accounts
- Work with administration and other internal teams to develop strategic plans and ensure KPIs are being met
- Maintain a detailed financial history of client accounts and assist account managers in communicating with clients.
Daily and Monthly Responsibilities
- Provide financial account support to your team, and maintain an organized, clean office environment
- Provide direct administrative support to senior leaders, including email correspondence, and generation and distribution of memos, letters, spreadsheets, forms, and faxes
- Maintain filing system and a contact database such as a CRM
Skills and Qualifications
- Undergraduate or equivalent experience
- Proven accounting experience
- Superb written and verbal communication skills
- Strong time-management skills and multitasking ability
- Be willing to learn new skills and be detailed oriented
- Proficient in Google Workspace, especially with Google Sheets with the aptitude to learn new software and systems
Preferred Qualifications
- Previous success in financial accounting
- Experience managing budgets and expenses
- Experience developing internal processes and filing systems
- Comfortable handling confidential information
- Experience with a CRM is a plus.
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