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Account Executive

Job Overview: We are seeking a highly organized and proactive individual to join our team as a Client Manager Assistant. The ideal candidate will assist our client managers in maintaining strong relationships with clients, providing excellent service, and ensuring smooth operations within the client management department.

Responsibilities:

Client Communication:

Assist in communicating with clients via email, phone calls, and in-person meetings as needed.
Handle routine client inquiries and redirect complex issues to client managers.
Maintain a professional and courteous demeanor in all client interactions.

Administrative Support:

Provide administrative support to client managers, including scheduling meetings, managing calendars, and preparing documents and presentations.
Organize and maintain client files, documents, and records.
Assist in preparing reports and presentations for client meetings.

Client Relationship Management:

Assist in monitoring client accounts and ensuring timely resolution of any issues or concerns.
Help client managers in identifying opportunities to upsell or cross-sell products and services to existing clients.
Collaborate with internal teams to coordinate client requests and deliverables.

Data Management:

Update and maintain client databases and CRM systems with accurate client information and interactions.
Assist in analyzing client data to identify trends and opportunities for improvement.

Team Collaboration:

Collaborate with other team members to ensure a seamless client experience across all touchpoints.
Participate in team meetings and contribute ideas for improving client service and operational efficiency.

Qualifications:

Bachelor's degree in business administration, finance, or a related field preferred.
Previous experience in client service, sales support, or administrative roles is a plus.
Strong communication and interpersonal skills.
Excellent organizational and time management abilities.
Proficiency in Microsoft Office suite (Word, Excel, PowerPoint).
Experience with CRM software (e.g., Salesforce) is desirable.
Ability to multitask and prioritize tasks in a fast-paced environment.