Account Manager - Financial Firm - Detroit MI
Account Manager - Financial Firm - Detroit MI
Employer Active
Job Alert
You will be updated with latest job alerts via email
Share
Job Alert
You will be updated with latest job alerts via email
$ 55000 - 65000
1 Vacancy
Job Description
- Honesty integrity and accountability
- Maintains professional competencies and adheres to the firms 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
- Bachelors Degree preferably in Business or Finance
- Life and Health License
- Entry Level experience 1 years 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 deadlinedriven environment
- Effective and efficient time management
- CRM experience
- Respond to client call ins and needs daily
- Assist Financial Advisors Wealth Managers Accountants and Attorneys in new acquisition processes to maintain client relationships
- Assist in organizing and maintaining calendars
- Help prep and execute financial planning paperwork
- Reviewing and compiling account review
- Document CRM system with all client communications
- Help build and foster a client referral system
- $55000$65000
- Health Insurance
- 401k
- PTO
- MondayFriday: 8:00 am 5:00 pm
Required Experience:
Manager
Employment Type
Full Time
