Account Manager

Account ManagerWe are seeking a personable and detail-oriented Account Manager to join our growing financial firm Trifound in (Bay City, MI).The ideal candidate must possess a high level of client interaction skills and the ability to prioritize daily projects. This person will have excellent customer service skills, knowledge of the financial industry, and a strong passion for serving others.Key Traits:Honesty, integrity, and accountabilityMaintains professional competencies and adheres to the firm's ethical standards and cultural valuesPossesses a passion to help team and clientsDedicated and loyalHigh work ethicFlexible and accommodatingHigh level of interpersonal skillsReliable, follows through on commitmentsMinimum Requirements:Bachelor's Degree, preferably in Business or Finance Life and Health LicenseEntry Level experience 1+ years in the financial industry requiredEffective communication with clients, advisors, and staff membersSignificant familiarity with financial markets and a strong understanding of the advice processKeep an organized account of client needs and objectiveAbility to prioritize and work in a deadline-driven environmentEffective and efficient time managementCRM experienceResponsibilities:Respond to client call ins and needs dailyAssist Financial Advisors, Wealth Managers, Accountants, and Attorneys in new acquisition processes to maintain client relationshipsAssist in organizing and maintaining calendarsHelp prep and execute financial planning paperworkReviewing and compiling account review Document CRM system with all client communicationsHelp build and foster a client referral systemSalary:$55,000-$65,000Benefits:Health Insurance401kPTOHours:Monday-Friday: 8:00 am - 5:00 pmPresented by Advisor Employee Services Thank you for your interest in the Client Account Manager role. Advisor Employee Services, a consulting firm located in Lenexa, Kansas, represents the top 1% of financial advisors in all 50 states in their hiring needs. Please take a moment to explore our website and the services provided We are not a staffing firm but together we have built a reputable and continuously expanding business model which allows us to pinpoint the exact personnel needs of these established financial advisors. If you feel that you have the skills it takes for the position responsibilities listed, please apply today!Presented by Advisor Employee Services Thank you for your interest in the Client Account Manager role. Advisor Employee Services, a consulting firm located in Lenexa, Kansas, represents the top 1% of financial advisors in all 50 states in their hiring needs. Please take a moment to explore our website and the services provided We are not a staffing firm but together we have built a reputable and continuously expanding business model which allows us to pinpoint the exact personnel needs of these established financial advisors. If you feel that you have the skills it takes for the position responsibilities listed, please apply today!

Created: 2025-02-21