Turtle Wealth Management is looking for Account Manager to join our dynamic team and embark on a rewarding career journey
- Communicating with clients to understand their needs and explain product value.
- Building relationships with clients based on trust and respect.
- Collaborating with internal departments to facilitate client need fulfillment.
- Collecting and analyzing data to learn more about consumer behavior.
- Keeping accurate records pertaining to inventory and account notes.
- Maintaining updated knowledge of company products and services.
- Resolving complaints and preventing additional issues by improving processes.
- Identifying industry trends.
- Acting as a client advocate with a focus on improving the buyer experience.
