Account Advisor
Account Advisor
Employer Active
Job Alert
You will be updated with latest job alerts via email
Share
Job Alert
You will be updated with latest job alerts via email
Job Description
The Account Advisor serves as the primary point of contact for clients, managing relationships, providing financial guidance, resolving concerns, and ensuring overall client satisfaction. This role involves maintaining client accounts, identifying upselling or cross-selling opportunities, and collaborating with internal teams to meet client needs effectively.
Key Responsibilities:
-
Build and maintain strong relationships with clients to ensure satisfaction and retention.
-
Analyze client needs and recommend appropriate products or services.
-
Monitor and manage client accounts, ensuring accuracy and timely updates.
-
Serve as a liaison between the client and internal departments.
-
Resolve client issues efficiently and professionally.
-
Prepare and deliver reports, account reviews, and performance summaries.
-
Identify opportunities to upsell or cross-sell company offerings.
-
Maintain detailed and organized records of client interactions and account activities.
-
Assist with onboarding new clients and providing product training or support.
-
Stay updated on industry trends and company products or services.
Required Skills and Qualifications:
-
Bachelor’s degree in Business, Finance, Marketing, or a related field.
-
2–4 years of experience in account management, client servicing, or sales.
-
Strong interpersonal and communication skills.
-
Ability to analyze data and provide strategic insights.
-
Proficient in CRM software and Microsoft Office Suite.
-
Excellent problem-solving and negotiation abilities.
-
Customer-focused with a proactive approach to relationship management.
Preferred Qualifications:
-
Experience in a finance, banking, or technology-related industry.
-
Knowledge of financial products or services.
-
Multilingual abilities (if handling international accounts).
Employment Type
Full-time
