Junior Account Manager

Junior Account Manager – Client Engagement & Liquidity Advisory

Work Location: Modesto, California 95355 (Village One / McHenry Avenue business corridor)
Employment Status: Full-time, permanent, benefits-eligible (at-will)
Workplace Model: Hybrid – adaptable blend of on-site collaboration and remote work
Compensation: $4,500 – $5,800 gross per month (approximately $54,000 – $89,600 annually) + yearly performance-based incentive (up to 15%)
Work Authorization: Candidates must be legally authorized to work in the United States without requiring visa sponsorship

Compensation & Benefits

We believe that outstanding contributions merit outstanding recognition. Our compensation structure emphasizes clarity, results, and long-term partnership.

• Base Salary: $4,500 – $5,800 gross per month, commensurate with experience and qualifications.
• Performance Bonus: Annual MBO bonus of up to 15%, determined by individual and team results.
• Health Coverage: Comprehensive medical, dental, and vision insurance.
• Retirement: 401(k) plan with employer contributions.
• Paid Time Off: Generous PTO policy plus company holidays.
• Commuter Assistance: Parking allowance, transit reimbursement, or commuter benefits.
• Work-Life Balance: Hybrid schedule, flexible working hours, and a supportive, digitally enabled work culture.
• Professional Development: Structured onboarding, dedicated mentorship from a senior colleague, access to training platforms covering financial consulting, liquidity management, corporate treasury, and soft skills. Individual training budget and support for professional certifications such as CTP (Certified Treasury Professional) or courses in cash management and working capital.
• Office Perks: Modern workspace in Modesto's business district featuring coworking areas, relaxation spaces, periodic team-building events, wellness program, gym discounts, and a culture rooted in transparency, meritocracy, and mutual support.
• Career Advancement: Clear pathways toward Senior Account Manager, Team Lead, and other leadership positions.

Who We Are

We operate as a focused financial advisory firm dedicated to liquidity management, corporate treasury, cash flow optimization, working capital, and strategic financial guidance. Our Modesto practice is growing, and we are looking for a Junior Account Manager to strengthen our client partnerships and advisory engagements throughout the Central Valley region.

This position sits at the intersection of financial consulting and relationship management. You will work closely with experienced consultants and treasury specialists, supporting a diverse client base that includes industrial corporations, commercial enterprises, financial institutions, and investment funds. If you are in the early stages of your career and eager to develop deep expertise in liquidity management while sharpening your client relationship skills, this role offers a structured and supportive path forward.

You will report directly to a Senior Account Manager and coordinate daily with teams across Financial Consulting, Treasury Advisory, Compliance, Data Analytics, and Customer Success.

Your Core Responsibilities

Client Portfolio Coordination
Collaborate with the Senior Account Manager to oversee a portfolio of domestic and international clients. Manage daily operational tasks, administrative workflows, and recurring reporting to keep accounts running efficiently.

Client Communication & Support
Serve as the primary point of contact for client inquiries concerning our liquidity management services — including cash forecasting, working capital optimization, cash flow management, and treasury operations. Ensure every response is timely, professional, and accurate.

Advisory Project Collaboration
Work alongside senior consultants to gather and analyze client financial data. Assist in preparing reports, executive-level presentations, and commercial proposals. Monitor project milestones and flag any issues that require attention.

Client Onboarding
Guide new clients through the initial phases of our relationship. Provide clear information about our service offerings, collect necessary documentation, and help coordinate a smooth project launch.

Reporting & Analysis
Produce regular reports covering portfolio performance, project KPIs, liquidity metrics, and client satisfaction. Leverage CRM platforms and advanced spreadsheet tools to compile and present data.

Team Objective Contribution
Support the team in achieving retention goals, customer satisfaction (CSAT) targets, upselling objectives, and overall portfolio growth.

What We're Looking ForEducation & Experience

• Bachelor's or Master's degree in Economics, Finance, Industrial Engineering, Political Science, or a related discipline.
• 0–2 years of professional experience in account management, customer success, commercial support, administrative coordination, or analytical roles. Relevant internship experience in consulting, corporate finance, treasury, or private banking is highly valued.
• Exposure to consulting firms, professional services, banking, fintech, treasury departments, or financial sector organizations is advantageous.

Technical Competencies

• Proficiency with Microsoft Office, particularly Excel for financial data analysis and reporting.
• Familiarity with CRM systems such as Salesforce or HubSpot.
• Ability to produce professional documents — reports, presentations, and client proposals.
• Foundational understanding of liquidity management concepts (cash flow, working capital, treasury, banking relationships) is a strong advantage.

Language Skills

Fluency in additional languages is warmly welcomed and will be considered a valuable asset. Our firm serves international clients and operates with global consulting methodologies, so the ability to communicate in languages such as Italian, Spanish, French, or German will support your work with cross-border clients and international projects. English fluency is required for all internal and client-facing communication.

Personal Attributes

• Strong interpersonal and communication abilities, with a focus on active listening and empathy.
• Detail-oriented, organized, and capable of managing multiple priorities simultaneously.
• Proactive and intellectually curious, with a genuine desire to learn and grow.
• Effective problem-solver who can translate complex client needs into actionable steps.
• Collaborative team player who adapts well to a dynamic, fast-paced environment.

Our Selection Process

All interviews will be conducted in English. You will meet with members of our management team, the HR department, and potentially international clients. This process is designed to assess your ability to operate in a global consulting environment and collaborate effectively with stakeholders across different markets.

We are committed to diversity, equity, and inclusion. We welcome applications from individuals of all backgrounds, experiences, and perspectives. Modesto is a vibrant hub for business and finance in California's Central Valley — and we are proud to be part of it.

Equal Opportunity Employer.

To apply: Submit your resume and a brief cover letter outlining your interest in liquidity management and client relationship management.

Pay: $54,000.00 - $89,600.00 per year

Benefits:

• 401(k)
• Health insurance
• Paid time off
• Professional development assistance
• Relocation assistance

Work Location: Hybrid remote in Modesto, CA 95355