Account Advisor
Job in
Detroit, Wayne County, Michigan, 48228, USA
Listed on 2026-08-16
Listing for:
Jobtailor
Full Time
position Listed on 2026-08-16
Job specializations:
-
Sales
Client Relationship Management, CRM Systems & Management, Customer Success Management
Job Description & How to Apply Below
- Connect with individuals exploring financial services.
- Guide clients through the discovery process and recommend tailored solutions.
- Educate clients on next steps and facilitate a seamless onboarding process.
- Track all outreach activity and manage follow-up communication in CRM.
- Build long-term client rapport and ensure satisfaction.
Demonstrates strong client engagement and communication skills, effectively guiding clients through financial service solutions and ensuring a seamless onboarding experience. Proven ability to build long-term relationships and track client interactions using CRM systems.
Requirements- High school diploma or college degree preferred.
- Excellent verbal and written communication skills.
- Confidence in client-facing conversations and guiding people toward decisions.
- Prior experience in sales, business development, or client services a plus.
- Client Engagement
- Sales Experience
- Business Development
- CRM Management
- Verbal Communication
Soft Skills
- Written Communication
- Confidence in Client Conversations
- Guiding Decision-Making
- Building Rapport
- Client Satisfaction
- Financial Services
- Onboarding Process
- Outreach Activity
- Follow-Up Communication
- Client Services
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