Account Manager

A growing accounting and financial services firm is seeking an organized, client-focused Account Manager to serve as the primary point of contact for clients and coordinate day-to-day account management. This role involves managing client communications, coordinating internal workflows, tracking projects, and ensuring clients receive timely, professional service. The ideal candidate is proactive, detail-oriented, and motivated to improve processes while building strong client relationships.

Responsibilities

• Manage day-to-day client communications, including onboarding, follow-ups, scheduling, and responding to inquiries.

• Coordinate client projects by gathering documentation, assigning tasks to appropriate team members, and following up on progress.

• Serve as the liaison between clients and the accounting team, communicating processes clearly and escalating complex questions when necessary.

• Maintain accurate client records in the CRM, prepare progress updates, and identify opportunities to improve workflows and client service.

Skills

• Strong verbal and written communication skills, with a professional and client-focused approach.

• Excellent organizational skills and the ability to manage multiple tasks and follow-ups simultaneously.

• Strong interpersonal skills and the ability to collaborate effectively with clients and internal teams.

• Problem-solving skills, attention to detail, and a proactive approach to improving processes.

Requirements

• Minimum of 1 year of office or administrative experience.

• Comfortable using technology, databases, and office software, with the ability to learn new systems quickly.

• Ability to manage competing priorities and follow through on tasks independently.

• Motivated, adaptable, and eager to learn and grow professionally.

Location: Brooklyn, NY | Hours: Full-time | Salary: $60-80k+ | Job#303