Account Manager at tech company in Guadalajara ensuring smooth client account management and growth opportunities post - sales. Balancing communications and support while facilitating deployment and platform usage.
About the role
- Wealth Management Client Relationship Manager partnering with Advisors to serve high-net worth clients. Leading teams to implement client financial solutions in a collaborative environment.
Responsibilities
- Partner with Wealth Management Advisors in delivering client service to high-net worth clients
- Lead Wealth Management advisory teams
- Manage assigned clients and support financial plan implementations
- Build meaningful relationships with clients and advisors
Requirements
- 2+ years of financial services experience
- Series 7, 66 (or 63 and 65), and life and health insurance licenses completed within 120 days of start date
- Motivated by finding solutions
- Strong understanding of investment solutions and financial planning
Benefits
- Comprehensive Total Rewards package
- Competitive health and wellness offerings
- Superior retirement program
- Professional development opportunities
Job title
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Degree requirement
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