Strategic Account Manager
Core
Provide white-glove support and education to top-tier financial professionals and institutions via phone and transaction processing.
Role type
Senior IC customer support specialist (financial services operations)
Builds
Support services for 11,000+ financial professionals and institutions
Domain
Financial services / Broker-dealer operations
Deliverable
client delivery
Required skills
Phone support, transaction processing, stakeholder relationship management, reporting, system navigation, issue escalation, training delivery
Preferred skills
Financial services operations experience, broker-dealer setting experience, CRM usage, FINRA SIE exam completion, FINRA Series 7 license
Technologies
DocuPace, Microsoft Word, Excel, Internet Explorer, Outlook, PowerPoint, Salesforce
Responsibilities
Answer phone calls and respond to Service Central tickets, process transactions including new accounts and money movements, conduct client and program calls, support delegated programs with reporting and system requests, identify and escalate issues, provide training and act as a resource to team members
Seniority
Mid-level, hands-on IC