Client-Centric Account Manager | Fast-Growth Finance

Vertis Wealth, LLC; Troy (MI); Vor Ort; USD 55.000 - 70.000; Vollzeit

Benefits dieser Stelle

Premium Health Insurance

401k

Generous PTO

Zusammenfassung

Vertis Wealth, LLC is seeking a charismatic, highly motivated Account Manager to join a fast-paced financial services team. This role focuses on servicing clients, coordinating with Advisors, Wealth Managers, and Attorneys, and driving disciplined, high-quality output across daily projects.

You will manage calendars, assist in new acquisitions, and ensure accurate financial planning documentation while maintaining impeccable client service standards in a dynamic, client-centric environment.

Qualifikationen

• Bachelor’s Degree strongly preferred.
• 2+ years of experience in the financial industry.
• Ability to communicate impactfully with clients, advisors, and staff.
• Significant familiarity with financial markets and advice process.
• Organized, proactive management of client needs and objectives.
• Thrives under pressure in a deadline-driven environment.
• Mastery of effective and efficient time management.
• Expert CRM experience.

Aufgaben

• Respond to and anticipate client needs daily with top-tier service.
• Support Financial Advisors, Wealth Managers, Accountants, and Attorneys in growth.
• Organize and maintain complex calendars efficiently.
• Prep and execute essential financial planning paperwork with accuracy.
• Review and compile thorough account reviews.
• Document client communications meticulously in the CRM.
• Help build a robust client referral network and brand presence.

Kenntnisse

Client relationship management

Communication skills

Time management

Financial markets knowledge

Attention to detail

Deadline-driven

Ausbildung

Bachelor's Degree

Life and Health License (Preferred)

Tools

CRM software

Jobbeschreibung

Vertis Wealth, LLC is seeking a charismatic, highly motivated Account Manager to join a fast-paced financial services team. This role focuses on servicing clients, coordinating with Advisors, Wealth Managers, and Attorneys, and driving disciplined, high-quality output across daily projects.

You will manage calendars, assist in new acquisitions, and ensure accurate financial planning documentation while maintaining impeccable client service standards in a dynamic, client-centric environment.