Jobsxl | Total Jobs Online

Description

The Account Management team is responsible for the successful renewal and growth of CFRA’s existing clients. In addition to renewing the business in place, Account Managers should develop strong relationships with key contacts at each account, understand the goals and initiatives of each account, think strategically about ways in which CFRA can help each client achieve their goals by utilizing our products & services, and identify areas for potential account growth. Account Managers should work cooperatively with all departments at CFRA to ensure client expectations are exceeded and account goals are met.

Key Responsibilities

THE ROLE
We are looking for an Account Manager to join our Account Management Team. The successful candidate will support the team servicing existing accounts through:

• Account Strategy Development & Execution
• Relationship Development
• Revenue Retention & Growth
• Cross-Selling Initiatives

Skills Knowledge and Expertise

This role would suit a qualified individual with 3+ years of account management or sales experience in the financial services industry in a client-facing position.
Desired skills and characteristics:

• Collaborative work ethic
• Polished verbal and written communication skills
• Demonstrated commitment to customer service
• Facility with data analysis
• Proficiency with Excel required
• Familiarity with financial markets and investment research
• Experience with Salesforce highly valued

EDUCATIONAL REQUIREMENTS

• Bachelor's degree - financial major preferred

Benefits

• Sick Days
• PTO
• Holiday Pay
• Health, Dental, & Vision Insurance
• Company paid Life & Disability Insurance
• Competitive Pay
• Performance Bonus
• Pension

About CFRA

CFRA is a leading independent investment insights and data analytics company. Through an unmatched multidisciplinary approach to investment research, including expert lenses on forensic accounting, fundamental, policy, legal, fund, and technical research, CFRA provides actionable analytics to make better investment and business decisions. CFRA is results-oriented, we place an unwavering priority on the quality of our research, from the productivity and performance of our analysts to the success of our client relationships. Over 2,000 clients rely on CFRA’s proprietary research conducted by experts who uniquely analyze industries, funds and companies of interest with our time-tested and rigorous research methodology.

On October 1, 2016, CFRA acquired S&P Global’s Equity and Fund Research business, a leading provider of independent research and commentary with offerings focused on stocks, ETFs and mutual funds as well as sectors and industries. The Equity and Fund Research business originated in the 1920’s and has amassed a worldwide base of investing clients.

With the addition of Washington Analysis in 2021, CFRA further strengthens its already robust research and data offerings. CFRA clients will now be able to leverage Washington Analysis’ unique and in-depth research specializing in identifying risks and opportunities across asset-classes emanating from U.S. courts, Congress, and regulators, at both the state and federal levels.
The combined firm is committed to being the world's leading independent investment research firm with ~90 global analysts, authoring in-depth qualitative research on 1,600+ companies. In addition, CFRA offers a comprehensive view on global sector themes, industries, and funds, through in-depth qualitative research on 11 Sectors, 73 Industries, 19,000+ ETFs, 15,000+ Mutual Funds, as well as quantitative company research on 20,000+ global companies.
Founded as the “Center for Financial Research and Analysis” in 1994, today our company is simply known as CFRA. However, our mission remains to be the “center” for our global clients by providing independent, differentiated, and actionable analysis to help you make better investment and business decisions.
Our clients are based in the US, Europe, Middle East, Asia, and Australia representing thousands of investment professionals and risk managers at leading hedge funds, mutual funds, pension managers, insurance companies, private equity, investment advisors, banks, regulators, corporations, and professional service organizations.