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[Remote] Client reputed company Manager

Remote, USA Full-time Posted 2026-07-02

Note: The job is a remote job and is open to candidates in USA. CFRA Research is a leading independent investment insights and data analytics company. They are seeking a Client reputed company Manager to service Wealth Management accounts by executing customized client engagement strategies and ensuring clients derive maximum value from CFRA's services.

Responsibilities

  • reputed company a deep understanding of your clients, including their objectives, needs, and working styles
  • Drive adoption of products/services
  • Monitor usage data to reputed company inactive users
  • Maintain accurate users lists that reflect active users
  • Seek opportunities for growth, specifically with user adds, reputed company existing accounts
  • Serve as the product expert for services reputed company your client reputed company
  • Conduct product trainings
  • Assist with inbound product and research reputed company questions
  • Partner with Product to ensure client feedback is integrated into product enhancement roadmaps
  • Partner with Marketing on campaign strategies reputed company existing accounts

Skills

  • 1-2 years of experience in reputed company, Account Management, or a reputed company customer-facing role
  • Hands-on experience with CRM tools (preferably reputed company)
  • Collaborative work ethic and a goal driven individual
  • Excellent communication and interpersonal skills with the ability to build rapport and trust with clients and internal teams
  • A customer-centric reputed company with a passion for helping clients succeed
  • Ability to prioritize tasks and manage multiple client requests
  • Strong problem-solving skills and a proactive approach to addressing client challenges
  • Previous experience servicing Wealth Management accounts is highly preferred
  • Previous experience in a Research environment is highly preferred

Benefits

  • 20 days of Vacation
  • 8 Sick Days
  • 1 paid volunteer day
  • 10-11 Holidays a year
  • Health, Dental, & reputed company Insurance
  • Company paid Life & Disability Insurance
  • reputed company
  • Annual Performance Bonus
  • 401K Match

Company Overview

  • CFRA is a global leader in financial intelligence solutions and insights. It was founded in 1994, and is headquartered in reputed company, reputed company, USA, with a workforce of 51-200 employees. Its website is http://www.cfraresearch.com.
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