The Account Manager is responsible for ensuring accurate data is in the client database system and assisting with client service requests. 

ESSENTIAL JOB RESPONSIBILITIES:

To perform this job successfully, an individual must be able to perform each essential duty satisfactorily.  The requirements listed below are representative of the knowledge, skill and/or ability required.  Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

•    Prepares reports and forms for client meetings, including verification of account status and balances.

•    Processes client paperwork and requests following client meetings.  

•    Mentors and delegates appropriate tasks to Assistant Account Managers.

•    Completes paperwork for new accounts and submits service forms. 

•    Manages inbound client calls and requests independently.  

•    Submits and transfers paperwork appropriately to companies. 

•    Proceeds with placing trades only if the advisor has presented instructions.

•    Participates in departmental operational projects and suggests departmental improvements.

•    Process checks for deposits for new and existing accounts. 

•    Processes and follows up on basic account servings.

•    Manages advisor’s calendars and updates when necessary

•    Other job duties as assigned.