Account Manager

Phoenix Investment House - הפניקס בית השקעות · ramatgan

ESOP, Israel’s leading Trustee Services provider for mergers & acquisitions and equity-based employee benefit plans, is looking for an Account Manager to manage a portfolio of public and private companies. תיאור התפקיד Serve as the main point of contact for ESOP’s clients, primarily public high-tech companies, while ensuring exceptional service and long-term relationships Work closely with senior executives and C-level stakeholders Manage databases and information repositories, perform tax calculations, support M&A transactions, and provide ongoing professional guidance and support Collaborate with multiple internal and external stakeholders to ensure efficient and seamless processes דרישות התפקיד Academic degree required. Degree in Accounting, Economics, or Law is an advantage At least one year of experience in Account Management, Customer Success, or a similar client-facing role is required Excellent English communication skills, both written and verbal Advanced Excel skills Familiarity with capital markets and the financial industry is an advantage Strong customer orientation and excellent interpersonal skills High attention to detail, strong organizational skills, and the ability to work both independently and as part of a team Ability to manage multiple tasks and priorities in a fast-paced environment

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