JobID: 47906
 
Overview
Do you have a knack for building relationships and a passion for numbers? Are you driven and looking for an opportunity for long term professional and financial growth? We are looking for several Account Managers to join a growing organization in the financial services industry. The Account Manager is responsible for direct contact with their clients regarding all aspects of the commercial account. Excellent written and verbal skills are required to ensure client satisfaction, deliverables are met, and all questions are answered. This is a permanent position located in the Columbia, SC area.

100% onsite opportunity
 
Responsibilities
  • Communicate daily, via phone or email, between client and stakeholders within the account providing exceptional service and accurate information.
  • Lead with a relationship-focused approach to building a long-standing client relationship and anticipate needs of the client.
  • Promptly respond, review and approve various financial intricacies and requests from the client. 
  • Maintain a high attention to detail when reviewing account to ensure all transactions are processed accurately.
  • Proactively identify errors or discrepancies within the client account.
  • Provide necessary documentation and forms to internal departments for processing. 
  • Prepare annual files and letters to clients and stakeholders.
  • Review and provide simple calculations pertaining to client plan.
  • Assist clients with reporting, uploading, and auditing calculations for accuracy.
  • Analytically interpret documents pertaining to client plan.
  • Communicate any necessary changes to account in a timely manner.
 
Qualifications
  • Associate’s or Bachelor’s degree in business or related field (highly preferred, but not required)
  • Ability to build, maintain and grow relationships
  • Organized
  • Detail oriented
  • Analytical skills with an aptitude for numbers
  • Able to work well independently and with a team
  • Excellent written and verbal communication
  • Proficient in MS Office (including experience with Excel)

Compensation and Benefits
  • $50-55K 
  • Financial growth
  • Professional growth
  • Medical
  • Dental
  • Vision
  • 401K 
  • PTO
  • Vacation
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