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. The Account Manager will be responsible for collecting, organizing, and analyzing client data as well as other administrative and support functions such as scheduling client appointments, greeting clients, answering incoming calls, receiving and processing investment checks, scanning and maintaining client information in CRM and completing applications and forms.

Primary Responsibilities

The Account Manager can expect to focus their work in the following areas :

Client Communication

Greet clients and guests in a professional, friendly and hospitable manner

Answer telephones and direct callers to appropriate member of the firm

Respond to client emails in a professional manner

Attend client meetings in a technical, supporting, and learning role

Client relationship development, including ongoing and regular client contact and communications

Client Preparation

Client support including performing a wide range of activities, such as data gathering and analysis, development of recommendations, implementation, and ongoing portfolio management – within a financial planning context.

Assist advisors and clients in completing application, enrollment and other forms as needed

Client service, including planning updates, portfolio changes and reviews, information data gathering, portfolio returns, and new opportunity identification

Data gathering from clients for initial meeting, engagement meeting 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 date, follow up letter, update and maintain CRM.

Prepare and mail forms and applications to clients as needed

Forward investment checks and enrollment / application forms to 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 COB each day

Administer and coordinate client billing process

Consistently review accounts for compliance requirements

Schedule client meetings with appropriate advisor

Coordinate the 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 (locking doors, turning off lights)

Maintain kitchen area, stock refreshments and refrigerator

Attend team meetings, Investment Committee Meetings and other meetings as necessary

In addition to participation in the Financial Planning and Investment Committee meetings the CRA may participate in developing investment and financial planning strategies for the committees

Complete special projects as needed

Required Qualifications

Self-confidence, personal integrity and an understanding of fiduciary responsibility

A team player, with strong leadership skills and ability to multi-task and manage time effectively

Ability to think through issues and problems from the client's perspective and offer solutions, willing to take responsibility for task completion, and seeks out 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 to 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)

Compensation

Pay / 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

Perks & Benefits

401(k) with Employer Match

Health Insurance (with HSA option)

Dental Insurance

Vision Insurance

Life Insurance

Paid Time Off Policy

Flexible Spending Account (FSA)

Healthy Work / Life Balance

Maternity / Paternity Leave Policy

About World Investment Advisors

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, WIA supports $76B assets1 across 65 offices and 310 team members.

Stimulating Environment

At World Investment Advisors we strive to provide a challenging, stimulating environment for the best and brightest in the industry. We believe our employees can best serve our clients and advisors in an atmosphere where individuals are treated fairly, where professional growth is fostered and encouraged, and where a healthy balance between work and home life is respected and preserved. We promote a friendly and collaborative work environment. We are motivated by team camaraderie and are obsessed with doing the right thing for our plan sponsor clients and their plan participants.

Team-Oriented

Professionals typically work together in teams with multiple people from different departments to meet our clients’ needs. Our junior staff works with their team members to develop the skills and knowledge to succeed and assume more senior level positions as they progress at our firm. We welcome team members from different backgrounds with different perspectives to help us innovate and make a difference for our customers and our communities.

Why World Investment Advisors?

Great company culture with an awesome team-oriented atmosphere!

Professional growth opportunities

Friendly and collaborative work environment

World Investment Advisors is an equal opportunity employer. We believe the most effective way to attract, develop and retain a diverse workforce is to build an enduring culture of inclusion and belonging. Pensionmark is committed to equality and deeply believes in diversity, sexual orientation, gender, race, religion, ethnicity and other qualities that makes us all different.

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1 As of 12 / 31 / 2023, the WIA network of advisors and firms collectively provides support to over $55.4 billion in assets across a variety of channels including investment management and retirement plan consulting services. This includes regulatory assets under management (AUM) of over $24.5 billion.

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