Account Management Specialist

Key Responsibilities

· Builds business relationships with members. 

· Records notes of every call in the CRM accurately. 

· Educates members on how to apply the business process to their specific business situation.

· Assists members to trade with each other.

· Learns and understands the cost of trade.

· Collects fees. 

· Administrations of member accounts.

· Enforcements of Trading Rules and Regulations proactively.

· Handles client inquiries efficiently and effectively. 

· Promotes and explains Trading Tips to members to help them trade. 

· Suggests advertising campaigns, special offers, and promotions. 

· Works with the Marketing Department to create artwork and promotions. 

· Assists with general inquiries from members. 

· Educates members on how to use the systems and tools available to them.

· Updates directory listings as required to better promote the members. 

· Provides high-level customer service to all members.

· Educates members how to use the phone app and web site. 

Administration of member accounts

· Reacts to changes in account statuses and take the required action proactively.

· Follows fee collection best practice policies and procedures. 

· Ensures the CRM contact information is maintained and kept up to date. 

· Offers members additional cards, staff accounts, and sales-only accounts as may be required.

· Ensures directory descriptions are up to date and accurately reflect a member’s business and their current trading status proactively. 

· Educates members of their obligations as set out in the Trading Rules and Regulations.

· Updates and maintains weekly and monthly reports.