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Private Client Account Manager Jobs in Oklahoma

Client Account Manager Jobs
By Quintessa Marketing At Oklahoma City, OK, United States
Serve as the lead point of contact for all client account management matters
Proven work experience as an Account Manager, Key Account Manager, Sales Account Manager, Junior Account Manager or relevant role
Proven ability to juggle multiple account management projects at a time, while maintaining sharp attention to detail
Solid experience with CRM software (particularly MS Excel)
Excellent listening, negotiation and presentation abilities
Strong verbal and written communication skills

Are you looking for an exciting opportunity to join a leading private client team? We are looking for an experienced Private Client Account Manager to join our team and help us provide exceptional service to our clients. You will be responsible for managing client relationships, providing advice and guidance on financial planning and investments, and ensuring that our clients receive the highest level of service. If you are an experienced professional with a passion for helping clients achieve their financial goals, this could be the perfect role for you!

A Private Client Account Manager is responsible for managing the financial and investment portfolios of high net worth individuals. They provide advice and guidance on investments, financial planning, and risk management.

What is Private Client Account Manager Job Skills Required?

• Excellent communication and interpersonal skills
• Strong analytical and problem-solving skills
• Knowledge of financial markets and investment products
• Ability to work independently and as part of a team
• Ability to manage multiple clients and portfolios
• Proficiency in Microsoft Office Suite

What is Private Client Account Manager Job Qualifications?

• Bachelor’s degree in finance, economics, accounting, or related field
• Relevant professional certifications (CFA, CFP, etc.)
• 5+ years of experience in financial services

What is Private Client Account Manager Job Knowledge?

• Knowledge of financial markets and investment products
• Understanding of financial planning and risk management
• Knowledge of tax and estate planning
• Understanding of financial regulations and compliance

What is Private Client Account Manager Job Experience?

• Experience in managing high net worth clients
• Experience in developing and implementing financial plans
• Experience in portfolio management

What is Private Client Account Manager Job Responsibilities?

• Develop and implement financial plans for clients
• Monitor and manage client portfolios
• Analyze financial markets and recommend investments
• Provide advice and guidance on investments and financial planning
• Monitor client accounts and ensure compliance with regulations
• Prepare financial reports and statements for clients