Account Specialist(SDQ)
hace 2 días
Position Summary:
We are seeking an Account Specialist to manage an exclusive portfolio of high-net-worth individuals globally. You will use email, phone, and Telegram to build long-term relationships and ensure clients are satisfied with our digital wealth services. Your goal is to maximize account revenue and safeguard our client base through expert consultation.
Responsibilities:
Manage and nurture relationships with a global list of elite private clients.Maximize account revenue by aligning client needs with our financial products and services.Maintain expert knowledge of our product portfolio, market conditions, and competitors.Proactively identify opportunities to deliver greater value and grow your client portfolio.Keep Salesforce records meticulously up-to-date to ensure data accuracy for management.Advocate for the "voice of the customer" across internal departments to improve services.Required Skills/Abilities:Excellent (near-native) written, spoken and comprehension in English is a requirement for this jobBackground in customer service; industry knowledge is a plus3–5 years of sales or account management experience in Fintech or Financial Services.Proficiency in Salesforce and G-Suite/MS Office.Proven track record of meeting and exceeding targets in a high-paced environment.Proficient in MS Office, A customer-oriented attitudeExcellent communication and negotiation skillsSelf-driven mindset with a strong "problem-solving" aptitude.Bonus: A passion for digital assets, DeFi, and the crypto ecosystem.
Education and Experience:
Business Administration, Finance, or a related fieldProven experience as a Client Relations Specialist or Account Manager.3-5 years in a sales or account management role in a Fintech or Financial services company-
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