Accounts Executive (225-804)

An Accounts Executive plays a crucial role within any organization, responsible for managing client accounts to ensure their satisfaction and retention. Tasked with maintaining a variety of customer portfolios, the Accounts Executive aims to strengthen relationships, comprehend client needs, and deliver tailored solutions that add strategic value. This position requires exceptional communication skills, both written and verbal, alongside a strong understanding of financial products and services. An Accounts Executive must be proactive, detail-oriented, and adept at juggling multiple tasks simultaneously. They work closely with other departments to facilitate smooth operations, resolve any discrepancies, and ensure client expectations are met efficiently. Analytical skills are essential, as is the ability to work independently and collaboratively to meet organizational goals and objectives.

Responsibilities

• Develop and maintain strong and reliable relationships with key client accounts.
• Communicate effectively to understand exact client needs and requirements.
• Collaborate with internal teams to deliver a seamless customer experience.
• Actively seek new business opportunities through networking and referrals.
• Create, manage, and update client accounts and records consistently.
• Monitor accounts regularly to anticipate client needs and address concerns.
• Ensure timely and accurate invoicing and payment reconciliation processes.
• Manage the contract renewal process and address client inquiries promptly.
• Develop strategic plans to improve client satisfaction and retention rates.
• Provide regular reports and updates on account activities and performance.
• Assist in the development of financial documents, proposals, and presentations.
• Stay updated with the latest industry trends and financial products and services.

Requirements

• Bachelor's degree in Accounting, Finance, Business Administration, or a related field.
• Proven experience in an account management, sales, or related role.
• Exceptional ability to communicate and build strong client relationships.
• Strong organizational skills and capability to manage multiple priorities.
• Ability to analyze data, draw conclusions, and make effective recommendations.
• Proficiency in financial software and Microsoft Office Suite, especially Excel.
• A keen eye for detail with outstanding problem-solving and negotiation skills.