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Junior Account Executive

Company: eCapital
Location: Carlsbad
Posted on: February 15, 2019

Job Description:

About Us A steady cash flow can change the course of a business and define its future. That's why weve made it our sole purpose to empower businesses to thrive. Living and breathing that brand promise, eCapital is made of a team of people who are passionate about small businesses. Job Summary The primary purpose of a Junior Account Executive is to assist with the management an existing portfolio of business while generating future income by helping to nurture existing client relationships. These professionals act as liaison between the Company and a select group of clients. If clients have questions, concerns or requests, Junior Account Executives will rely on Account Executives and others relay their needs to the appropriate individual within the company and follow up with the client. Responsibilities List of responsibilities and essential functions, which must be completed in achieving the objectives of the position:

  • Assist with managing an assigned portfolio of clientsperforming purchases, ongoing risk management and portfolio analysis
  • Providing outstanding customer service on accounts, resolving complaints by investigating issues and composing responses and monitoring standards
  • Delivering excellent communications across the organization and to clients, both written business correspondence and verbal
  • Completing due diligence, ensure file completion and accuracy of documentationcompleting Write-Up document for each boarded client, to include a concise description of individual client business description, structured deal elements, exposure/affiliate detail, ownership interest, etc
  • Working with Credit Department team members to conduct ongoing commercial credit review of accounts
  • Enhancing department and organization reputation by accepting ownership for accomplishing new and different requests; exploring opportunities to add value to job accomplishments
  • Assisting in the new client boarding process
  • Maintaining poise and professionalism
  • Reading, analyzing and interpreting documentation such as insurance policies, coverages and regulations
  • Working closely with other departments to resolve issues and exceed clients service expectations, specifically with Credit, Collections and Sales departments
  • Prospecting for new potential clientsaccurately representing Company products and services.
  • Delivering on our brand promise, Empowering businesses to thrive
  • Performing other related tasks as requested by manager Skills and Abilities
    • Ability to multi-task in a fast paced environment
    • Minimum 50 WPM typing and experienced with Data Entry Qualifications
      • Minimum of three (3) years experience in a high volume office or production environment
      • Competent in MS Office products, and efficient in e-mail and internet applications (Outlook, Excel and Word)
      • One (1) year of related experience and/or or equivalent combination of education and experience; Financial services and/or customer service experience preferred
      • Bachelors degree in Business Administration or related discipline preferred
      • Bilingual (English/Spanish) preferred Perks and Benefits And the perks for working here arent too bad either: generous compensation packages, free catered lunches every Friday (yes, second helpings are allowed), casual work environment, free health insurance benefits for employees (medical - dental - vision), flexible spending accounts (FSA), multiple bonus programs, 401(k) plan with company match, coffee stations throughout the building (and tea, if thats your thing), holiday parties, paid time off, paid holidays/floating holidays, special team building events, and much, much, more. All accounts serviced by Capital Partners Services Corp.

        Keywords: eCapital, San Diego , Junior Account Executive, Other , Carlsbad, California

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