Account Manager

Responsibilities

• Establish and maintain strong relationships with clients
• Manage daily client engagement, reporting, and operational performance
• Plan and oversee reporting support and service for clients
• Ensure quality servicing and operational performance
• Manage Client Engagement Model & client health reporting
• Provide guidance and mentorship to analysts
• Coordinate and involve in resolution of daily client inquiries and projects
• Develop client relationships and expand network at client organizations
• Collaborate with sales and support groups to demonstrate value of support
• Maintain knowledge of product enhancements and changing investments accounting industry

• Bachelor's degree in accounting or similar field or relevant experience in Investment Management, Insurance, Fin Tech, Investment Accounting, Financial Services, or Investment Operations
• 5+ Years of experience
• Working knowledge of financial services and investment accounting
• Working knowledge of structured products, derivatives, fixed‑income securities, etc. preferred
• Self‑starter proactively seeks out solutions and expertise
• Able to execute in a fast paced and sometimes ambiguous environment
• Strong computer skills, including proficiency in Microsoft Office
• Excellent attention to detail and strong documentation skills
• Outstanding verbal and written communication skills
• Strong organizational and interpersonal skills
• Exceptional problem‑solving abilities