Client Account Manager – Self-Directed IRA Specialist

Advanta IRA; Clearwater (FL); Hybrid; USD 50,000 - 53,000; Full time

Benefits offered by this job

Salary position with salary review

Hybrid work schedule

Comprehensive benefits

401(k) after 6 months

Paid time off

Company events and wellness perks

Job summary

Advanta IRA in Clearwater, FL is seeking a Client Account Manager to serve as the primary contact for existing retirement account clients and to be trained in providing administrative services for various account types. You will guide clients on IRS guidelines and collaborate with business development and account services teams to ensure compliance and client satisfaction.

Responsibilities include handling a range of investment transactions, assisting with required documentation, and inputting

Qualifications

• College degree with a business foundation (Business Administration, Finance, Accounting, etc.) preferred.
• Strong comprehension skills and ability to multitask while maintaining attention to detail.
• Excellent verbal and written communication and organizational skills.

Responsibilities

• Serve as the main point of contact for Advanta IRA’s clients and assist with self-directed IRAs, account types, rules, forms, and filings.
• Process purchase and sale transactions across real estate, notes, private placements, and other assets.
• Input client and transaction data into CRM and Trust Account software; support openings, transfers, rollovers, and Roth conversions.
• Manage high volumes of calls and emails with timely follow-up and accuracy.

Skills

Communication skills

Multitasking

Attention to detail

Time management

Customer service mindset

Education

Bachelor’s degree in Business/Finance/Accounting

Tools

MS Word

Excel

Outlook

Job description

Advanta IRA in Clearwater, FL is seeking a Client Account Manager to serve as the primary contact for existing retirement account clients and to be trained in providing administrative services for various account types. You will guide clients on IRS guidelines and collaborate with business development and account services teams to ensure compliance and client satisfaction.

Responsibilities include handling a range of investment transactions, assisting with required documentation, and inputting