Account Specialist(SDQ)

Position Summary:

We are seeking an Account Specialist to manage an exclusive portfolio of high-net-worth individuals globally. You will use email, phone, and Telegram to build long-term relationships and ensure clients are satisfied with our digital wealth services. Your goal is to maximize account revenue and safeguard our client base through expert consultation.

Responsibilities:

• Manage and nurture relationships with a global list of elite private clients.
• Maximize account revenue by aligning client needs with our financial products and services.
• Maintain expert knowledge of our product portfolio, market conditions, and competitors.
• Proactively identify opportunities to deliver greater value and grow your client portfolio.
• Keep Salesforce records meticulously up-to-date to ensure data accuracy for management.
• Advocate for the "voice of the customer" across internal departments to improve services.

Required Skills/Abilities:

• Excellent (near-native) written, spoken, and comprehension in English is a requirement for this job
• Background in customer service; industry knowledge is a plus
• 3–5 years of sales or account management experience in Fintech or Financial Services.
• Proficiency in Salesforce and G-Suite/MS Office.
  Proven track record of meeting and exceeding targets in a high-paced environment.
• Proficient in MS Office, with a customer-oriented attitude
• Excellent communication and negotiation skills
• Self-driven mindset with a strong "problem-solving" aptitude.
• Bonus: A passion for digital assets, DeFi, and the crypto ecosystem.

 

Education and Experience:

• Business Administration, Finance, or a related field
• Proven experience as a Client Relations Specialist or Account Manager.
• 3-5 years in a sales or account management role in a Fintech or Financial services company