What are the responsibilities and job description for the Account Manager position at Vertis Wealth?
Account Manager
We are seeking a personable and detail-oriented Account Manager to join our growing financial firm Vertis Wealth. 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
· Life and Health License
· 2 years’ experience in the financial industry preferred not 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
Salary : $55,000
