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| COMPANY OVERVIEW
•UVEST Financial Services, headquartered in Charlotte, NC, is the premiere ... |
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Client Services Executive - Financial Services
| Details |
Country: USA
Location: Charlotte NC
Total applied: 40
Location:US-NC-Charlotte
Base Pay:$60,000 - $75,000/Year
Employee Type:Full-Time Employee
Industry:Banking - Financial Services Computer Software Sales - Marketing
Manages Others:no |
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Client Services Executive - Financial Services
The Client Services Executive is responsible for developing and managing key client relationships for our financial services clients. Primary responsibilities include: overall pro-active client management of assigned accounts, project resource allocation and utilization, client profitability and consistent client satisfaction. The position requires a client-centric view as well as a solid understanding of database marketing, business operations, planning and management practices including hands on experience with Customer Relationship Management (CRM) technology and solutions, preferably in the evolving Event Based Marketing application space. Understanding of data management, analytical techniques, business metrics and their application is necessary to identify customer needs and potential solutions.
Please contact us today to find out about our excellent benefits (including medical, dental, vision, 401K, tuition reimbursement and fitness center reimbursement) and to see why our employees say Synapse is a great place to work and grow.
REQUIREMENTS
A minimum of 5-7 years of bank database marketing or related business experience is required; prior background as Project Manager is helpful. Excellent organization, project management, written and oral communication skills, and the ability to multi-task are also required. Travel is required (expected 10-15%). BA degree required.
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