Demo

Account Development Manager

beBee Careers
Cupertino, CA Full Time
POSTED ON 4/27/2025
AVAILABLE BEFORE 5/24/2025

This is an exciting opportunity to join our team as a Client Relationship Manager. You will work closely with the Branch Manager and sales/support staff to deliver exceptional customer experiences and develop strong relationships with our clients.

Key Responsibilities:

  • Maintain branch paperwork and operations flow
  • Implement and support new processes adopted by the firm
  • Develop and maintain good cross-enterprise working relationships

Qualifications:

  • Bachelor's degree or equivalent work-related experience
  • Active and valid FINRA Series 7, 9/10, and 63 licenses
  • 3 years' experience in customer service
  • 3-5 years in a security/financial services capacity

What We Offer:

  • Competitive salary
  • 401(k) with company match
  • Paid time for vacation and volunteering

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