Manage complex client relationships and portfolios, driving financial performance and business growth for First Interstate Bank. Lead business development activities and advise clients on financial solutions.
About the role
- Account Manager at Celsion managing client relationships and supporting business development initiatives. Focused on delivering exceptional client experiences in a dynamic financial services environment.
Responsibilities
- Serving as the main point of contact for client inquiries, resolving business related, operational or technical issues in day-to-day digital assets and banking activities
- Managing, nurturing and retaining existing client relationships and providing proactive support and guidance for Celsion's products and services
- Overseeing administrative processes including account management, KYC procedures, documentation, and regulatory compliance
- Assisting Relationship Managers and supporting business development activities such as research, client events and product presentations
- Collaborating with key stakeholders and internal departments to resolve technical and professional client inquiries
- Maintaining accurate client data records, reports, and monitoring to ensure an exceptional service quality
- Contributing to enhance internal workflows and operational efficiency as well as Celsion’s product and service portfolio to meet the needs of an evolving digital banking environment
Requirements
- Professional experience of at least 5 years in account or relationship management within a private banking, wealth management or financial services environment
- Higher education such as FH/university degree in Finance, Economics, Business Administration, or related industry certifications (CFA, CWMA, CDAA or similar)
- Excellent communication and interpersonal skills, paired with a client-centric approach and ambition to deliver excellent client experiences
- Strong organizational skills with the ability to manage client accounts and administrative tasks effectively
- Detail-oriented, proactive working attitude, ability to handle complex inquiries with accuracy and professionalism
- Ability to collaborate cross-functionally and coordinate with multiple internal teams
- Experience, knowledge or curiosity about digital assets and crypto is a strong advantage
Benefits
- Competitive compensation and benefits
- Opportunity to develop and strengthen relationships with high-profile clients
- Exposure to innovative financial products and processes
Job title
Job type
Experience level
Salary
Not specified
Degree requirement
Location requirements
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