Senior Client Account Manager

Position Overview

Troxell Financial | Evergreen Wealth is a trusted financial services firm dedicated to helping clients build and manage their wealth for more than 30 years. We are looking for an enthusiastic and detail-oriented Senior Client Account Manager to join our team. This individual will provide professional and personalized support when assisting clients with account establishment & inquiries, while upholding the firm’s reputation for excellence.

Key Responsibilities

Client Support & Communication

• Serve as the first point of contact for client inquiries via phone, email, and in-person interactions.
• Provide timely, accurate, and professional responses to client requests.
• Assist with client account questions and direct more complex inquiries to the appropriate financial advisor.

Administrative & Operational Support

• Prepare and distribute client correspondence and follow-ups.
• Maintain client records and ensure accuracy in CRM systems.
• Support document processing for account updates, transfers, and compliance requirements.
• Account Invoicing & general bookkeeping.

Client Engagement & Experience

• Proactively reach out to clients to enhance their experience and ensure ongoing satisfaction.
• Help onboard new clients by guiding them through initial paperwork, account setup and multiple platform training.
• Liaison for professional network contacts and COIs.

Team Collaboration & Office Support

• Work closely with financial advisors and team members to enhance operational efficiency.
• Support general office operations as needed.

Qualifications & Skills

• Min 3 years experience in financial services or wealth management required.
• Strong interpersonal and communication skills with a client-first mindset.
• High attention to detail and organizational skills.
• Ability to multitask and manage priorities in a fast-paced environment.
• Experience with CRM systems, Microsoft Office Suite (Outlook, Word, Excel), and dashboards within financial industry considered a plus. Examples include eMoney and other financial planning tools.
• Open to occasional travel

Why Join Evergreen Wealth?

• Be part of a firm that values long-term client relationships and leads with empathy.
• Work in a team-oriented environment that fosters growth and professional development.
• Enjoy a role that allows you to make a meaningful impact on clients’ financial journeys.

If you are passionate about delivering exceptional client service and want to be part of a trusted, growing financial firm, we encourage you to apply!