Account Manager

Full time at Bighornlaw in Saudi Arabia

Posted on December 21, 2024

Job details

Do you have superior customer service skills and a great work ethic that you want to contribute to a growing office? Myers Capital Advisors is seeking a strong, detail-oriented Client Service Specialist to ensure the office runs efficiently.

GENERAL SUMMARY OF DUTIES AND RESPONSIBILITIES

The purpose of this position is to ensure smooth day-to-day operations of the practice while providing superior customer service to existing clients and prospects. Position requires employee to perform industry-specific tasks such as application submission, account transfer follow-up, and client service work. This includes charges/withdrawals, index annuity reallocations, incoming client service calls, database management, and client appointment preparation (i.e. updating client account summaries and gathering the correct product brochures and applications).

Responsibilities

Develop and maintain strong relationships with clients to understand their financial needs and provide tailored solutions.
Conduct regular financial reviews and offer recommendations to help clients meet their financial goals.
Utilize CRM software to track client interactions, update information, and forecast future needs.
Collaborate with internal teams to ensure seamless delivery of services and address any client concerns promptly.
Stay updated on industry trends, regulations, and best practices to provide informed advice to clients.

Qualifications

Receive incoming client service calls in a friendly, warm manner.
Record notes from every client conversation in the database.
Complete the process of new business applications.
Create appropriate client file for each new account.
Complete and process client service work.
Submit any additional client contributions to the appropriate account.
Update database to reflect account status regarding account service or new business.
Follow up on pending business with appropriate companies and call each client with an update.
Resolve any issues regarding new accounts, transfers, or amendments.
Prep all new accounts for delivery and schedule delivery meeting with client.
Follow up on pending service work and call each client with an update.
Assist Advisor with pre-appointment preparation (applications, etc.).
Gather account values and complete client review summary for upcoming appointments.
Call clients with annuity renewals and give Advisor’s recommendation.
Complete, submit, and maintain compliance blotters and transactions.
Present and review YTD production and pending business report during weekly team meeting.
Manage RMDs for all qualified client accounts.
Process transfer paperwork.
Maintain current licenses and appointments with agencies and companies.
Provide business submitted/issued report to Advisor.
Review database to ensure client records are up to date.

Knowledge, Skills, and Abilities

Highly organized with strong follow-through.
Process driven while completing tasks.
Ability to prioritize day-to-day tasks and issues.
Resourceful in problem resolution.
Phenomenal phone skills and ability to build trust with clients.
Operate with a proactive approach when dealing with Advisor and clients.
Experience working in a fast-paced environment.
Ability to prioritize projects and manage time.
Demonstrates persistence to achieve quality.
Not averse to change.
Ability to learn quickly.
Highly organized.
Team oriented.
3 years prior experience working in insurance and/or financial industry.
Proficient in Microsoft Office and CRM software.

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Hiring company

Bighornlaw

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Job details

GENERAL SUMMARY OF DUTIES AND RESPONSIBILITIES

Responsibilities

Qualifications

Knowledge, Skills, and Abilities

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Hiring company

Bighornlaw

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Home Saudi Arabia Account Manager

Account Manager

Job details

GENERAL SUMMARY OF DUTIES AND RESPONSIBILITIES

Responsibilities

Qualifications

Knowledge, Skills, and Abilities

Apply safely

Hiring company

Bighornlaw

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