Client Account Manager Financial Services

Join a leading financial insolvency firm in North York as a Client Account Manager. This role focuses on face-to-face client meetings, providing tailored debt solutions, and requires strong sales skills.
As a Client Account Manager, you will engage with potential customers to assess their financial circumstances and offer professional recommendations. Your success will be measured by your ability to build trust and establish long-term relationships while working closely with the regional trustee. This role also encompasses marketing initiatives to expand client reach.
Key Responsibilities:
• Respond to inquiries from potential clients via phone and email
• Conduct in-person meetings to evaluate clients' debt situations
• Document client details for back-office processing
Requirements:
• 2-4 years of strategic sales experience
• Strong communication and customer service skills
• Proven track record of meeting sales quotas
• Valid Ontario driver's license an...