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Client Account Manager

Company: Burnhamgibson
Location: Irvine
Posted on: May 26, 2023

Job Description:

Burnham Gibson Wealth Advisors, LLC, is a registered investment advisory firm offering financial planning and investment advice for individuals, and retirement plan services to corporations. We pride ourselves in being a high touch organization that is highly competent, proactive, and responsive. Due to our continued growth, the Retirement Plan Consulting division currently has an opening for a Client Account Manager. This role would be working in support of client facing Plan Consultants, with definite room for growth. We'd love to hear from you if you think you'd be a fit.Responsibilities

  • Generate and coordinate all client deliverables such as investment and plan reviews with a high emphasis on accuracy and meeting stringent deadlines. Quarter end is typically fast paced.
  • Ability to prioritize and escalate items as necessary in a dynamic environment
  • Update and generate weekly reports utilizing the CRM and MS Office
  • Respond promptly to client inquiries and help troubleshoot administrative issues when Consultants are unavailable
  • Offer additional support in facilitating RFP's from various vendors
  • Meticulously update CRM on a real time basis
  • Assist in compiling competitive intelligence on upcoming prospect meetings
  • Special projects as neededQualifications
    • Minimum 3-5 years of experience in the financial services industry. Experience with institutional retirement plans a plus but not required.
    • Working knowledge of mutual funds
    • Polished written and oral communication skills
    • Familiarity with RPAG investment analysis software helpful but not required
    • Prior experience with CRM software
    • A proven track record of excellent customer service
    • Intermediate level knowledge of MS Office - Word, Excel, PowerPoint, Outlook
    • Extremely detail oriented, proactive, and reliable in all aspects
    • Strong interest in learning about the retirement plan industry
    • Bachelor's degree required (specify GPA)
    • Series 65 and state insurance license requiredWe offer a competitive compensation and benefits package including salary, performance bonus, 401(k) with match, comprehensive benefits, and a healthy stable working environment. Compensation commensurate with experience.To be considered, provide a copy of your cover letter and resume in PDF format and reference "Client Account Manager" in the subject line. Please, no calls.Burnham Gibson Wealth Advisors, LLC, is an equal opportunity employer located in Irvine, CA. BGWA.2017.1 Inquire about this position Send us an email with questions or submit your resume and cover letter to be considered for this role.

Keywords: Burnhamgibson, Irvine , Client Account Manager, Executive , Irvine, California

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