Client Success & Financial Account Manager

Vertis Wealth; Chicago (IL); On-site; USD 55,000 - 70,000; Full time

Benefits offered by this job

Premium Health Insurance

401k

Generous PTO

Job summary

Vertis Wealth is seeking an Account Manager to be the backbone supporting Financial Advisors, Wealth Managers, and Attorneys. You will respond to client needs daily, manage calendars, and help with financial planning paperwork with zero errors.

This role emphasizes precise CRM documentation, building client referrals, and attending high-profile events. A strong client-service mindset and 2+ years in finance are preferred.

Qualifications

• Bachelor’s Degree strongly preferred.
• Life and Health License preferred; Vertis will handle getting this before you start.
• 2+ years of experience in the financial industry is a major advantage.
• Ability to communicate impactfully with clients, advisors, and staff.
• Significant familiarity with financial markets and a crystal-clear understanding of the advice process.
• Ability to maintain an organized, proactive view of client needs and objectives.
• Thrives under pressure in a high-stakes, deadline-driven environment.
• Mastery of Effective and Efficient Time Management.
• Expert CRM Experience.

Responsibilities

• Frontline hero: respond to and anticipate client needs daily, providing rapid, top-tier service.
• Growth accelerator: support Financial Advisors, Wealth Managers, Accountants, and Attorneys in new acquisitions.
• Operational excellence: organize and maintain complex calendars.
• The closer: prep and execute essential financial planning paperwork with zero errors.
• Quality control: review and compile thorough account reviews.
• Digital trailblazer: document the CRM with meticulous detail on all client communications.
• Network builder: help build a robust client referral system.
• Brand ambassador: attend high-profile client events.

Skills

Expert CRM Experience

Interpersonal Skills

Communication Skills

Time Management

Relationship Building

Organizational Skills

Education

Bachelor’s Degree

Job description

Vertis Wealth is seeking an Account Manager to be the backbone supporting Financial Advisors, Wealth Managers, and Attorneys. You will respond to client needs daily, manage calendars, and help with financial planning paperwork with zero errors.

This role emphasizes precise CRM documentation, building client referrals, and attending high-profile events. A strong client-service mindset and 2+ years in finance are preferred.