Account Manager


Essential Core Duties and Responsibilities

  • Manage advisor/client meeting schedules
  • Coordinate with vendors to receive necessary plan and participant level reporting
  • Maintain sales/client management systems and reporting needs
  • Assess internal processes to maximize efficiencies and leverage automated solutions
  • Compilation and production of client meeting materials
  • Support Sales/Marketing needs relating to presentations and RFPs
  • Communication and Education Support, as needed
  • Maintain internal files and databases with all client data
  • Maintain business level data for management
  • Assist with special projects as needed
  • Assist and organize the onboarding process for all new business cases and new business lines on designated accounts
  • Attendance at weekly internal meetings, planning sessions and NFP-Sponsored events



Desired Skills
  • Experience with finance and/or accounting or related field
  • Excellent time management and organizational skills
  • Exceptional attention to detail and time management skills
  • Strong aptitude for organization and prioritization
  • Desire to work in a fast-paced environment with flexibility in duties and responsibilities
  • Effective verbal and written communication
  • Ability to work on projects with a team or on an individual basis
  • Proficiency in PC, Microsoft Office Suite, Power Point and the ability to learn software/technology quickly



Back to top