Entry Level Account Manager Financial Services

Entry Level Account Manager - Financial Services Planners Financial Services West Des Moines, IA Job Details Full-time $34,000 - $44,000 a year 1 day ago Benefits 401(k) Paid time off 401(k) matching Flexible schedule Qualifications Phone answering Customer service Filing Attention to detail Organizational skills Typing Adaptive learning Account management Full Job Description Job Overview We are seeking a detail-oriented, organized individual of excellent character who is proficient with typing and processing forms. The ideal candidate has a friendly demeanor with a helpful "can do" attitude and who likes to work with people providing high-level service. Experience in financial services or the banking industry is preferred. Duties This position will include but is not limited to the following duties: Answer phones and assist with routine client questions about accounts and paperwork Maintain and organize client files and update Client Relationship Management systems Prepare appointment material such as asset and performance reports Process checks and withdrawals as requested Execute authorized trades Contact customers to schedule Annual Reviews with the Advisor Create and submit client's follow-up paperwork to fund companies Monitor required minimum distributions and other deadlines Coordinate with fund companies for appropriate paperwork/guidelines Provide support to financial advisors to ensure client satisfaction Fulfill compliance guidelines such as logs and modules as requested by the Broker Dealer This position requires drug testing, a clean background check, and offers a competitive salary dependent upon experience and ability. Skills Excellent organizational and communication skills are a neccessity Excellent typing proficiency is required Experience with CRM platforms or similar account management software for documentation is highly desirable. Experience in a financial services environment is preferred.

Pay:

$34,000.00 - $44,000.00 per year

Benefits:

401(k) 401(k) matching Flexible schedule Paid time off

Work Location:

In person