Senior Account Manager in Caterpillar focused on Mining industry relationships and contract value. Engaging key dealers and identifying new customer prospects in Alberta region with significant travel.
About the role
- Client Relationship Manager at Park Street Advisors overseeing client workflows and support. Engaging in various client meetings and developing tailored client plans.
Responsibilities
- Support clients as main point of contact
- Meet with clients for relationship management check-ins
- Attend client review meetings
- Attend new client acquisition meetings
- Attend meetings with client attorneys or CPAs as needed
- Quarterback client workflow within the support team
- Manage client follow ups post meeting
- Develop client plans independently for assigned client relationships
- Understand and communicate firm investment philosophy
Requirements
- Bachelor’s degree
- At least 2 years of financial services or financial planning experience
- Commitment to maintain a high degree of confidentiality
- Work effectively with people at all levels
- Present a helpful, get-it-done attitude
- Strong written and oral communication skills
- High attention to detail and organizational skills
- Ability to multi-task and work in a fast-paced environment
Benefits
- Hybrid Work Schedule
- Unlimited PTO at employer’s discretion
- 65% employer subsidy on health insurance
- 100% employer paid dental and vision insurance
- Employer Paid Continuing Education
- Employer Paid Monthly Parking
- 401(k) with employer match and discretionary profit sharing
- Group short term and long-term disability insurance
- Maternity / Paternity Leave, and more!
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