Account Manager

Portland, ME 04101

Posted: 08/21/2018 Employment Type: DirectHire Industry: Finance Job Number: 1220735 Pay Rate: $45000.00/year
Account Manager will work closely with Portfolio Managers and Financial Planners to deliver personalized service. The Account Officer serves as the client service contact for account related maintenance, inquiries and requests. Participation in client reporting and trade management are also expected. Developing and maintaining strong client relationships is an essential function for the Account Officer requiring a dynamic, adaptive, and emotionally intelligent approach to communication.

Responsibilities include:
Opening new client accounts: Uploading new account/transfer of assets forms to custodian, sending welcome letter to new clients
Responding to all client inquiries on the phone, email, and occasionally, in person
Regular coordination with the client s team, frequent correspondence with related professionals (legal, tax, etc.)
Preparing client presentation materials ( books ) for client meetings
Assisting portfolio managers in transitioning accounts to ETF models, entering and executing trades for portfolio managers, dealing with trade errors and corrections, allocating the Portfolio Manager s trades after market closing
BA, BS required
2-3 years of work experience in the financial industry is desirable. $45 to $50K.

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