Customer Support Account Manager

Position Overview

The Account Manager is responsible for providing general office support and a variety of client support and other related tasks. They collect, organize, and analyze client data as well as perform administrative functions such as scheduling client appointments, greeting clients, answering incoming calls, receiving and processing investment checks, scanning and maintaining client information in the CRM, and completing applications and forms.

• Client Communication
  • Greet clients and guests in a professional, friendly, and hospitable manner.
  • Answer telephones and direct callers to the appropriate member of the firm.
  • Respond to client e‑mail in a professional manner.
  • Attend client meetings in a technical, supporting, and learning role.
  • Develop client relationships, including ongoing and regular client contact and communications.
• Client Preparation
  • Perform a wide range of activities, including data gathering and analysis, development of recommendations, implementation, and ongoing portfolio management within a financial planning context.
  • Assist advisors and clients in completing applications, enrollment, and other forms as needed.
  • Provide client service, including planning updates, portfolio changes and reviews, information data gathering, portfolio returns, and new opportunity identification.
  • Gather data from clients for initial, engagement, and ongoing management meetings; prepare necessary documentation and agendas one week in advance of appointments.
  • Manage the follow‑up process, including action items, next contact dates, follow‑up letters, updates, and CRM maintenance.
  • Prepare and mail forms and applications to clients as needed.
  • Forward investment checks and enrollment/application forms to the necessary broker.
• Administrative Tasks
  • Daily downloads (Pershing, DST Fan Mail).
  • Review alerts from custodians.
  • May buy and sell investments for clients at the advisor’s discretion.
  • Maintain electronic filing system; clear folders at the end of day.
  • Administer and coordinate client billing process.
  • Review accounts for compliance requirements.
  • Schedule client meetings with the appropriate advisor.
  • Coordinate pick‑up and delivery of express mail services (UPS, Fed Ex).
  • Scanning, filing, faxing, and collating.
  • Place appropriate postage on outgoing mail and send via appropriate boxes.
• Other
  • Open and close the office (lock doors, turn off lights).
  • Maintain kitchen area, stock refreshments and refrigerator.
  • Attend team meetings, Investment Committee Meetings, and other meetings as necessary.
  • Participate in developing investment and financial planning strategies for the committees.
  • Complete special projects as needed.

• Self‑confidence, personal integrity, and an understanding of fiduciary responsibility.
• A team player with strong leadership skills and the ability to multi‑task and manage time effectively.
• Ability to think through issues and problems from the client’s perspective and offer solutions, take responsibility for task completion, and seek ways to improve processes.
• 2 years of relevant service‑oriented experience and/or training, or equivalent combination of education and experience.
• Ability to work independently on assigned tasks as well as accept direction on given assignments.
• Excellent verbal and written communication skills, and exceptional interpersonal communication skills.
• Sound organizational skills and strong personal computer skills (MS Office Suite).

Pay and benefits are competitive based on industry standards.

• Salary will be based on experience and industry benchmarks.
• Eligibility for individual performance as well as firm‑wide incentive bonuses.

• 401(k) with employer match.
• Health insurance (HSA option).
• Dental insurance.
• Vision insurance.
• Life insurance.
• Paid time off policy.
• Flexible spending account (FSA).
• Healthy work/life balance.
• Maternity/paternity leave policy.

World Investment Advisors is a nationally recognized financial services firm dedicated to providing the industry’s premier independent retirement plan and investment advisory services to employers, executives, and individual investors. Collectively,…