CFRA Research
Independent research. Indispensable results.
Forensic Accounting Research, Analytics & Advisory • Risk Mitigation • Idea Generation • Investment Research
51 - 200
💰 Private Equity Round on 2023-01
Strategic Wealth Account Manager
August 10
CFRA Research
Independent research. Indispensable results.
Forensic Accounting Research, Analytics & Advisory • Risk Mitigation • Idea Generation • Investment Research
51 - 200
💰 Private Equity Round on 2023-01
Description
• A Strategic Account Manager plays a critical role managing accounts key to the company's success. • Ensure clients derive maximum value from CFRA's service by developing customized engagement strategies. • Work with multiple internal teams to tailor solutions using CFRA content, products, and expertise.
Requirements
• Manage key wealth management accounts • Achieve assigned strategic account objectives. • Establish strong, long-term client relationships. • Engage with major clients regularly and respond to specific queries. • Suggest solutions and innovative ideas to meet client needs. • Handle concerns and problems efficiently and effectively. • Act as the liaison between key customers and internal teams. • Monitor the health of accounts and provide timely and accurate forecasting.
Benefits
• 20 days of Vacation • 8 Sick Days • 1 paid volunteer day • 10-11 Holidays a year • Health, Dental, & Vision Insurance • Company paid Life & Disability Insurance • Competitive Pay • Annual Performance Bonus
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