Account Representative responsible for maximizing sales of lift trucks and Crown Insite products. Seeking to enhance business relationships and sales strategies in a specified territory.
About the role
- Client Relationship Manager providing support and maintaining relationships in financial services. Collaborating closely with clients to address needs and facilitate onboarding processes before managing ongoing relationships.
Responsibilities
- Maintain a working understanding of all OneDigital internal and partner systems impacting sales and service efficiency and client experience
- Guide new clients through the onboarding process, explaining account setup, services, and procedures
- Act as the primary point of contact for client inquiries, ensuring timely and accurate responses
- Collaborate with operations in preparing materials for client meetings
- Maintain client data in the CRM system, ensuring accuracy and completeness
- Regularly attend team meetings and contribute insights to enhance client service
Requirements
- Bachelor's degree in Business, Economics, Finance, or a related field (preferred), or relevant work experience
- 5+ years' experience in wealth management service business preferred
- Solid understanding of financial planning principles, investment strategies, and relevant regulations
- Proficiency with Microsoft Office Suite (Word, Excel, and PowerPoint)
- Familiarity with Charles Schwab, Fidelity and/or Raymond James preferred
- Familiarity with Orion, Salesforce, other financial technology, and industry regulations preferred
Benefits
- Health, wellbeing, retirement, and other financial benefits
- Paid time off
- Overtime pay for non-exempt employees
- Robust learning and development programs
- Reimbursement of job-related expenses per company policy
- Employee perks and discounts
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Account Representative responsible for maximizing sales of lift trucks and related products in specified territory. Developing accounts and business relationships while consulting and problem - solving.
Account Representative driving sales of lift trucks and Crown Insite products within a territory. Developing business relationships and conducting sales presentations to meet objectives.
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