Position Overview
The Account Manager is responsible for providing general office support and a variety of client support and other related tasks. The Account Manager will be responsible for collecting, organizing, and analyzing client data as well as other administrative and support functions such as scheduling client appointments, greeting clients, answering incoming calls, receiving and processing investment checks, scanning and maintaining client information in CRM and completing applications and forms.
Primary Responsibilities
The Account Manager can expect to focus their work in the following areas:
Client Communication
Greet clients and guests in a professional, friendly and hospitable manner
Answer telephones and direct callers to appropriate member of the firm
Respond to client emails in a professional manner
Attend client meetings in a technical, supporting, and learning role
Client relationship development, including ongoing and regular client contact and communications
Client Preparation
Client support including performing a wide range of activities, such as data gathering and analysis, development of recommendations, implementation, and ongoing portfolio management - within a financial planning @context.
Assist advisors and clients in completing application, enrollment and other forms as needed
Client service, including planning updates, portfolio changes and reviews, information data gathering, portfolio returns, and new opportunity identification
Data gathering from clients for initial meeting, engagement meeting and ongoing management meetings. Prepare necessary documentation and agendas one week in advance of appointments.
Manage the follow-up process including action items, next contact date, follow up letter, update and maintain CRM.
Prepare and mail forms and applications to clients as needed
Forward investment checks and enrollment/application forms to necessary broker
Administrative Tasks
Daily Downloads (Pershing, DST Fan Mail)
Review alerts from custodians
May buy and sell investments for clients at the advisor's discretion
Maintain electronic filing system, clear folders at the COB each day
Administer and coordinate client billing process
Consistently review accounts for compliance requirements
Schedule client meetings with appropriate advisor
Coordinate the pick-up and delivery of express mail services (UPS, Fed Ex)
Scanning, filing, faxing and collating
Place appropriate postage on outgoing mail and send via appropriate boxes
Other
Open and close the office (locking doors, turning off lights)
Maintain kitchen area, stock refreshments and refrigerator
Attend team meetings, Investment Committee Meetings and other meetings as necessary
In addition to participation in the Financial Planning and Investment Committee meetings the CRA may participate in developing investment and financial planning strategies for the committees
Complete special projects as needed
Required Qualifications
Self-confidence, personal integrity and an understanding of fiduciary responsibility
A team player, with strong leadership skills and ability to multi-task and manage time effectively
Ability to think through issues and problems from the client's perspective and offer solutions, willing to take responsibility for task completion, and seeks out ways to improve processes
2 years of relevant service-oriented experience and/or training, or equivalent combination of education and experience
Ability to work independently on assigned tasks as well as to accept direction on given assignments
Excellent verbal and written communication skills, and exceptional interpersonal communication skills
Sound organizational skills and strong personal computer skills (MS Office Suite)
Compensation
Pay/benefits are competitive based on industry standards.
Salary will be based on experience and industry benchmarks.
Eligibility for Individual Performance as well as Firm-wide Incentive Bonuses
Perks & Benefits
401(k) with Employer Match
Health Insurance (with HSA option)
Dental Insurance
Vision Insurance
Life Insurance
Paid Time Off Policy
Flexible Spending Account (FSA)
Healthy Work/Life Balance
Maternity/Paternity Leave Policy
About World Investment Advisors
World Investment Advisors is a nationally recognized financial services firm dedicated to providing the industry's premier independent retirement plan and investment advisory services to employers, executives, and individual investors. Collectively, WIA supports $76B assets1 across 65 offices and 310 team members.
Stimulating Environment
At World Investment Advisors we strive to provide a challenging, stimulating environment for the best and brightest in the industry. We believe our employees can best serve our clients and advisors in an atmosphere where individuals are treated fairly, where professional growth is fostered and encouraged, and where a healthy balance between work and home life is respected and preserved. We promote a friendly and collaborative work environment. We are motivated by team camaraderie and are obsessed with doing the right thing for our plan sponsor clients and their plan participants.
Team-Oriented
Professionals typically work together in teams with multiple people from different departments to meet our clients' needs. Our junior staff works with their team members to develop the skills and knowledge to succeed and assume more senior level positions as they progress at our firm. We welcome team members from different backgrounds with different perspectives to help us innovate and make a difference for our customers and our communities.
Why World Investment Advisors?
Great company culture with an awesome team-oriented atmosphere!
Professional growth opportunities
Friendly and collaborative work environment
World Investment Advisors is an equal opportunity employer. We believe the most effective way to attract, develop and retain a diverse workforce is to build an enduring culture of inclusion and belonging. Pensionmark is committed to equality and deeply believes in diversity, sexual orientation, gender, race, religion, ethnicity and other qualities that makes us all different.
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1 As of 12/31/2023, the WIA network of advisors and firms collectively provides support to over $55.4 billion in assets across a variety of channels including investment management and retirement plan consulting services. This includes regulatory assets under management (AUM) of over $24.5 billion.
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