Client Account Manager – Financial Services

Client Account Manager – Financial Services

AArete is looking for an autonomous self-starter with outstanding organizational and program management skills
– a strategic thinker whos also a natural collaborator.

As a Client Account Manager youll work with senior AArete leaders on some of our most important accounts
– helping our teams build relationships, win projects and deliver work.

Youll oversee account operations and strategic activities while keeping our practitioners well informed and in front of the client while ensuring account operations run smoothly.

Youll work closely with account leadership to help address our clients most important challenges by bringing them the best of AArete.

Youll be proactive and help to innovate new approaches.

Youll be an important link between the firm and our clients.

Why AArete?

We are fast growing strategy, operations and technology consulting firm, because of this the bar is set high at AArete.

AArete is guided by our deeply embedded principles: Excellence, Passion, Loyalty to Clients, Stewardship, Family, Community, Sustainability, and Inclusion.

We strive to continually improve our work environment to allow for high team member engagement and ability to be successful.

Join the company named in Vault’s Top 50 Firms to Work For, Crains Chicago Business Fast 50 for a 3rd year, Inc 5000’s Fastest Growing Firms list for the 4th consecutive year, Consulting Magazines Fastest Growing Firms for the 4th consecutive year and Forbes Magazine’s Best Consulting Firms in America list of 2021.

  • Exciting variety of clients and business challenges – from the largest firms in the world to mid-size tech growth companies to colleges and universities
  • Culture – collaborative, focused on career/professional development, plentiful opportunities, exciting, and fun!
  • Competitive Pay and Benefits – competitive salary, unlimited PTO, 401K match, Employee Stock Ownership Plan

Primary Responsibilities:

  • Develop and execute client relationship strategy and operating model
  • Lead daily and weekly stand-up meetings with senior leaders
  • Prepare for regular account leadership meetings
  • Support account talent strategy, manage team communications and events, manage onboarding and offboarding, and team collaboration tools
  • Develop proficiency in the use of client’s talent procurement and HR onboarding systems
  • Manage confidential information for your account, support compliance initiatives as needed, support procurement relationship and contracting as needed
  • Support financial analysis and reporting, opportunity tracking, and internal reporting as needed
  • Serve as the main point of contact with the client ensuring constant communication keeping client needs as the priority

Requirements:

  • Bachelors degree
  • Demonstrated account management or consulting experience
  • Minimum 3 years work experience
  • Strong organizational skills
  • Strong project management skills
  • Ability to adapt to a changing environment and manage multiple priorities
  • Exceptional interpersonal and communication skills
  • Proficient in Microsoft Office suite
    – strong PowerPoint and Excel skills critical
  • Excellent analytical and problem-solving skills
  • Financial services industry experience preferred

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