Client Account Manager

Benefits

Parental leave

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Non-birth-parent leave

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Family-building benefits

• Fertility benefits: Not verified
• Adoption assistance: Not verified
• Surrogacy assistance: Not verified

Mental health support

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Relocation assistance

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Childcare support

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Learning budget

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Verification

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Salary

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Market context

U.S. role benchmark (BLS OEWS)

$57,704 U.S. median for this role

Projected growth (BLS Employment Projections)

+0.9% - Slower

Matched to SOC 41-2031 - Sales aggregate by role bucket.

Source: U.S. Bureau of Labor Statistics, OEWS, May 2024 and Employment Projections, 2024-2034.

Role

Role function

Sales From the posting source

Seniority

Senior From the posting source

Schedule

Shift type

Not verified

Weekend work

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Application

Cover letter

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Assessment

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Deadline

Not stated

Where they hire

State eligibility is not yet verified.

About this role

Client Account Manager Do you look for a new challenge within the dynamic and fast paced Wealth Management environment? Do you want to be part of a high performing team? Do you have a "can do" mentality and want to be part of our growth story and create impact? Are you curious, proactive and always striving to bring positive impact to clients? We're looking for a client account manager to: • be the point of entry for processing client orders, e.g. stock orders, foreign exchange, loans and deposits • be the direct contact for daily banking activities and administrative work for our clients • perform account maintenance tasks and client-related processes; e.g. account opening and closing, suitability reviews, initial and recurring KYC and due diligence • research, follow-up and resolve client inquiries and problems through effective interaction with clients, and internal partners in a timely and professional manner • support client advisors in delivering exceptional client service and experience • support client advisors in administrative, risk and legal and compliance related tasks and duties

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