Senior Account Manager (Financial background required)

Paired; France; Hybride; EUR 60 000 - 80 000; Plein temps

Résumé du poste

A financial services firm is seeking a Senior Account Manager to support lead advisors in delivering exceptional client service to high-net-worth clients. The ideal candidate will have 3-7 years of experience in financial services, preferably in UHNW wealth management, and possess strong organizational and communication skills. This position offers clear pathways for advancement within the company, with the potential for discretionary bonuses based on performance.

Prestations

Discretionary bonuses tied to individual performance

Clear pathways for career advancement

Qualifications

• 3–7 years in operational, account management, or project management roles within financial services.
• 4+ years in financial services including at least 2 years in UHNW wealth management.
• Strong understanding of financial planning, tax strategy, banking, and investment principles.

Responsabilités

• Track and document all advisor-client interactions in the CRM.
• Manage the prospective client pipeline including follow-ups.
• Aggregate and maintain key client documents.

Connaissances

Highly organized

High emotional intelligence

Proficiency with Microsoft 365

Strong written communication skills

Proven project management skills

Formation

Series 65, CFP, CPA/PFS, CPWA or equivalent certifications

Outils

CRM platforms

Financial planning/reporting tools

Description du poste

Role Overview

We’re seeking a Senior Account Manager to serve as a Client Facilitator, supporting the lead advisor in delivering exceptional service to our high-net-worth (HNW) and ultra-high-net-worth (UHNW) clients.

This role bridges advisor-led client engagements and service delivery, ensuring client priorities are captured, organized, and advanced with precision. You’ll work alongside the Principal Advisor from the start of client relationships, managing follow-through, coordinating execution, and maintaining an exceptional client experience.

The ideal candidate has a background in financial services, account management, or operations, thrives in a fast-paced environment, and is equally comfortable managing fine details and big-picture priorities. This position offers a career path toward either a client-facing advisory role or a senior operations/client service leadership role.

Your Responsibilities:

Business Development & Client Engagement

• Track and document all advisor-client interactions in the CRM.
• Manage the prospective client pipeline, including follow-ups, recap emails, and meeting preparation.
• Draft and send scopes of work and engagement agreements; manage recurring billing setup.
• Maintain and track discussion topics with current and prospective clients.

Client Service Management & Support

• Aggregate and maintain key client documents (tax returns, entity records, licenses, etc.).
• Create client-ready presentations and deliverables aligned with brand standards.
• Monitor fulfillment of recurring client services (e.g., tax filings, entity maintenance).
• Coordinate information flow between internal teams and external partners to meet deadlines.
• Step in as needed to support client services across banking, investment, legal, and tax areas.

Financial Planning & Investments

• Provide light para-planning support, ensuring accurate client data entry into planning/reporting tools.
• Maintain trackers for inbound investment opportunities by asset class, manager, and risk/return profile.
• Keep due diligence and active investment records up to date.

Qualifications

• 3–7 years in operational, account management, or project management roles within financial services, law, tax, or family office firms within the U.S.
• Required: 4+ years in financial services, including at least 2 years in UHNW wealth management, family office services, or a related setting within the U.S.
• Preferred: Series 65, CFP, CPA/PFS, CPWA or equivalent certifications.
• Strong understanding of financial planning, tax strategy, banking & lending, estate planning, and investment principles.
• Proven project management skills and experience delivering high-quality, sensitive client work.
• Proficiency with Microsoft 365, CRM platforms, and financial planning/reporting tools.

Skills and Attributes

• Highly organized, with a talent for bringing structure to complexity.
• High emotional intelligence—skilled at balancing urgency with tact.
• Proactive and comfortable owning projects in ambiguous situations.
• Strong written communication skills—professional, warm, and clear.
• Tech-savvy with experience in CRMs, client portals, spreadsheets, and file systems.
• Strategic, solutions-oriented mindset with a passion for connecting clients to the right resources.

• 100% remote
• Role open to all candidates residing in Latin America
• Discretionary bonuses tied to individual performance and client satisfaction.
• Clear pathways to advance into an advisor role or senior client service leadership positions.