Client Account Manager
Client Account Manager
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Salary Not Disclosed
1 Vacancy
Job Description
Client Account Manager
This is a direct hire opportunity.
Candidates must reside in or near Stamford CT.
YUPRO Placement is partnering with a global investment consulting firm to hire a fulltime Client Account Manager in Stamford CT. This is a direct hire opportunity with a company advising on $700B in alternative investments including hedge funds private equity and real estate.
In this clientfacing role youll act as the daytoday liaison between clients and internal teams supporting highimpact investment advisory services. Youll coordinate meetings manage client data deliver reports and help identify opportunities for crossfunctional engagement.
Key Responsibilities Include:
Serve as primary point of contact for client communication and relationship management
Coordinate and attend regular client meetings and investment manager calls
Prepare and review timely and accurate client deliverables
Manage onboarding for new accounts and provide system training
Support internal client records including preferences budgets and due diligence
Collaborate with internal analysts to highlight relevant investment research
Gather client feedback and support event planning initiatives
What Were Looking For:
Bachelors degree required
1 year of customerfacing or client service experience
Proficiency in Microsoft Office and strong organizational skills
Strong communication and relationshipbuilding abilities
Must be authorized to work in the U.S.
Perks & Benefits:
Salary: $60000$75000/year
Fully paid medical and dental PPO. Paid life and AD&D insurance
401(k) and FSA options
30 paid days off annually (includes vacation holidays)
Weekly wellness programs
Hybrid schedule: 3 days onsite
YUPRO Placement is the nations leading skillsfirst placement firm placing and promoting historically overlooked talent into permanent hire apprenticeship and contract job assignments. We represent clients who support skillsfirst inclusive hiring practices. YUPRO Placement is an equal opportunity employer.
Remote Work :
Yes
Employment Type :
Fulltime
Employment Type
Remote
