Job Description

The Account Manager – Finance at Finanshels.com will be responsible for managing client relationships and ensuring the delivery of high-quality financial services. This role involves understanding client needs, coordinating with internal teams, and providing expert financial guidance. The Account Manager will play a vital role in achieving the department’s objectives of client satisfaction, retention, and operational efficiency. Key Responsibilities: Client Relationship Management: Serve as the primary point of contact for assigned clients, building and maintaining strong relationships. Understand clients’ financial needs and objectives, and provide tailored solutions. Conduct regular meetings with clients to review their financial status, address concerns, and provide updates on services. Service Delivery and Coordination: Coordinate with internal teams, including accounting team leads, senior accounting specialists, and finance associates, to ensure timely and accurate delivery of services. Monitor service delivery to ensure compliance with client expectations and contractual obligations. Resolve client issues promptly and effectively, escalating to the Head of Operations when necessary. Financial Advisory and Support: Provide clients with expert financial advice, including budgeting, forecasting, and financial planning. Assist clients in understanding financial statements, reports, and other financial documentation. Identify opportunities for clients to improve their financial performance and achieve their goals. Client Onboarding and Offboarding: Oversee the onboarding process for new clients, ensuring a smooth transition and clear communication of service expectations. Manage the offboarding process for departing clients, ensuring all services are concluded satisfactorily and feedback is collected. Performance Monitoring and Reporting: Track and report on key performance indicators (KPIs) related to client satisfaction, service delivery, and financial outcomes. Prepare and present regular reports to the Head of Operations and other stakeholders. Use data-driven insights to suggest improvements to processes and services. Compliance and Risk Management: Ensure all financial services provided to clients comply with industry regulations and company policies. Identify and mitigate risks associated with client accounts. Keep up-to-date with changes in financial regulations and best practices. Key Competencies: Leadership: Ability to inspire and lead a diverse team to achieve ambitious goals. Strategic Planning: Skilled in developing and executing strategic operational plans. Analytical Skills: Proficient in analyzing financial data and metrics to drive decision-making. Communication: Excellent verbal and written communication skills. Client Focus: Committed to understanding and meeting the needs of clients. Adaptability: Ability to thrive in a fast-paced, dynamic environment. Technology Savvy: Experienced in leveraging technology to improve operational efficiency.