Experienced Account Relationship Manager Job Description

The job of an account relationship manager involves day-to-day management of all client deliverables for one or more accounts. He/she is responsible for maintaining a high level of client satisfaction by meeting all financial goals set by the client and the organization. The role demands leveraging working relationships across client’s team, company and agencies.

Education/Experience Requirements

A successful candidate must possess an undergraduate degree in finance, economics or a related area. MBA graduates a plus. 1-2 years experience as an account relationship manager or director is also required.


Excellent communication skills (both verbal and written), proven excellent customer service skills, demonstrates high levels of administration, ability to work well in a team environment, handle pressure and solve problems analytically, capable of meeting deadline and managing a heavy workload, and possess excellent organizational skills.

Specific work elements

Building and maintaining excellent client relationships, resolving client queries, researching and cross-selling additional products or services that could benefit clients, reviewing client’s financial income and offering advice when necessary, compiling reports and completing workflows within set timescales and other tasks assigned involved in account management.

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