Account Manager
The Walt Disney Company
PMP
Client Relationship Manager
Bank of America
full-time
Posted on:
Location Type: Hybrid
Location: Denver • Colorado, Minnesota, Washington • 🇺🇸 United States
Visit company websiteSalary
💰 $90,000 - $105,000 per year
Job Level
JuniorMid-Level
About the role
- Support Firms business objectives and contribute to Markets profitability and revenue growth by ensuring service expectations of clients are met and exceeded
- Proactively manage the client experience across the Market
- Review and approve client documents and transactions as delegated by the Office Management Team (OMT)
- Participate in the management and training & development of the Market's Client Associates and Service Support Staff
Requirements
- Minimum 3 - 5 years financial services experience preferred
- Series 7 (SIE, 7 Top-Off) AND Series 66 (or Series 63 AND Series 65), Series 9 AND Series 10 (or Series 8) or equivalent licenses SIE strongly preferred
- Strong client service and communication skills
- Knowledge of regulatory, supervisory, and corporate policies and procedures
- Investment product knowledge (i.e., 401K, Options, Annuities, Tax, Retirement Plans, Money Funds, Mutual Funds, Liabilities, Margin, Trust Operations, etc.)
- Good organizational skills, including the ability to effectively plan, organize and prioritize tasks
- Previous experience managing a team of at least 10 including the ability to monitor, influence, negotiate, supervise, and delegate a plus
Benefits
- Industry-leading benefits
- Access to paid time off
- Resources and support
Applicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard skills
financial services experienceSeries 7Series 66Series 63Series 65Series 9Series 10investment product knowledge401KMutual Funds
Soft skills
client service skillscommunication skillsorganizational skillsplanning skillsprioritization skillsteam managementinfluencenegotiationsupervisiondelegation
Certifications
SIE
