What are the responsibilities and job description for the Account Manager - Financial Firm - Bay City, MI position at Advisor Employee Services?
Account Manager
We 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 accountability
- Maintains professional competencies and adheres to the firm’s ethical standards and cultural values
- Possesses a passion to help team and clients
- Dedicated and loyal
- High work ethic
- Flexible and accommodating
- High level of interpersonal skills
- Reliable, follows through on commitments
Minimum Requirements:
- Bachelor’s Degree, preferably in Business or Finance
- Series 65 License: Life and Health License
- 2 years’ experience in the financial industry required
- Effective communication with clients, advisors, and staff members
- Significant familiarity with financial markets and strong understanding of the advice process
- Keep an organized account of client needs and objective
- Ability to prioritize and work in a deadline-driven environment
- Effective and efficient time management
- CRM experience
Responsibilities:
- Respond to client account issues daily
- Assess client needs and recommend customized solutions to address those needs
- Analyze portfolios, review, and finalize construction of financial plans developed by our financial planning teams
- Assist Financial Advisors, Wealth Managers, Accountants, and Attorneys in new acquisition processes to maintain client relationships
- Rebalancing accounts
- Document CRM system with all client communications
- Help build and foster a client referral system
Salary:
- $55,000-$65,000
Benefits:
- Health Insurance
- 401k
- PTO
Hours:
- Monday-Friday: 8:00 am – 5:00 pm
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 https://aesplacement.com/. 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!
Salary : $55,000 - $65,000
