Client Account Manager

Advanta IRA•Clearwater, FL

1d•$50,000 - $53,000•Hybrid

About The Position

As a Client Account Manager, you are the main point of contact for our existing retirement account clients. New CAMs will be trained to provide administrative services for a variety of retirement account types and alternative investment options, and to offer guidance on staying in compliance with IRS guidelines for retirement accounts. In addition to building relationships with your clients, you will work closely with the business development and account services teams.

Requirements

Possess strong comprehension skills and the ability to work with or without direction and multitask while paying close attention to details.
Be exceptionally well organized, analytical, and detail-oriented.
Excel at accomplishing tasks and following up with necessary parties
Utilize excellent verbal, written, and interpersonal communication skills.
Show proficiency in MS Word, Excel, and Outlook.
Embrace and exhibit our core values—professionalism, integrity, proactivity, and eagerness.

Nice To Haves

College degree with a business foundation (Business Administration, Finance, Accounting, etc.) is preferred.
Experience with retirement plans and/or financial services is a plus!
CIS or CISP are a plus!

Responsibilities

Processing purchase and sale investment transactions related to investments in real estate, notes & mortgages, private placements & private stock, checkbook control LLC, precious metals, foreign currency exchange & futures trading, and cryptocurrency.
Serving as the main point of contact for Advanta IRA’s clients and assisting them with questions regarding self-directed IRAs, types of IRA accounts, qualified plans, and their differences, IRS rules, regulations, forms, and filings, Advanta IRA’s policies and procedures, contributions, transfers, and rollovers, and required documentation for transactions.
Learn and thoroughly understand the services Advanta IRA provides to our clients.
Understand and handle the various types of transactions a client may want to conduct and the necessary documents Advanta IRA must receive to process those transactions.
Input client and transaction data into CRM System and Trust Account software.
Assist clients with the paperwork and process for opening an account, transfers, rollovers, ROTH conversions, and investment transactions.
Manage a high volume of calls and emails in a timely manner.

Benefits

Salaried position (anticipated: $50- $53k, starting)
Annual reviews of performance and salary
Advancement opportunities
Comprehensive insurance options
FL Blue Medical
Mutual of Omaha Dental & Vision
Telehealth & Prescription coverage
Options for health savings accounts (HSA)
Short & Long term disability
Term Life Insurance
Accident/ Injury & Critical Illness plans
Individual and family plans available
Hybrid work schedule options for those who qualify
Workstation equipment provided by the company
Telecommuting only, applicants must reside locally
401(k) after 6 months of employment
Up to a 4% company match
Paid time off
No waiting period to begin accruing
9+ paid holidays in addition to PTO
Additional perks include free chair massages weekly, company lunches, and fun team-building events on and off-site.