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ms office account management sales project management excel📋 Description
- Deliver best in class client service
- Independently manage 50 accounts; anticipate needs
- Build strong client relationships; ensure daily needs met
- Prepare and conduct regular plan reviews with clients
- Elevate end-to-end client experience; collaborate cross-functionally
- Lead client presentations and project plans; coordinate resources
🎯 Requirements
- 7+ years of relevant experience
- High integrity and confidentiality
- Strong communication across stakeholders
- Excellent project and time management
- Proficient with MS Office; willing to learn new tools
- Series 65 license preferred or completed within 1 month
🎁 Benefits
- Flexible work environment; remote or hybrid options
- Inclusive, equal opportunity workplace
- Reasonable accommodations available
- Full benefits package including medical and 401(k)
- Growth opportunities and community involvement
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