Account Manager
17 hours ago
Experienced Account Manager sought to provide personalized financial solutions to clients in wealth management.
OTT Financial Inc. is a leading wealth management company seeking a skilled professional to join our team.
Key Responsibilities:
- Assess clients' financial needs and develop tailored solutions for cash management, finances, insurance, investments, and estate planning.
- Analyze clients' financial records to establish goals and develop a financial strategy.
- Provide personalized advice, answer questions, and address concerns while maintaining confidentiality and accuracy.
- Identify new business opportunities through networking, seminars, and referrals.
- Develop and maintain strong relationships with clients and external partners.
- Implement and improve service level agreements and productivity targets.
Requirements:
- At least one year of relevant experience.
- Bachelor's Degree in Business Administration, Commerce, Economics, or related field.
- Excellent communication and interpersonal skills.
- Ability to handle complex situations with diplomacy.
- Ability to analyze and solve problems under pressure.
- Excellent organization and time management skills.
Classification and Benefits:
- Full-time position, 35 hours per week.
- Hourly rate: $29.50.
- Extended medical insurance.
- 5 paid vacation days.
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