What are the responsibilities and job description for the Client Account Manager position at DBHW Wealth Partners?
Why Join Us?
At DBHW Wealth Partners, we value our employees and offer a range of benefits to support their well-being and career development. As a Client Account Manager, you will be part of a dynamic team that is passionate about delivering exceptional client service.
Responsibilities
- Assist financial advisors with client onboarding, account setup, and documentation processing
- Manage and maintain client records, ensuring compliance with regulatory requirements
- Coordinate and process investment transactions, fund transfers, and account maintenance requests
- Serve as a primary point of contact for client inquiries, providing prompt and professional support
- Prepare reports, statements, and other materials for client meetings
- Collaborate with internal departments to streamline processes and improve workflow efficiencies
