Client Account Administrator (reputed company) - Remote position - Foley, AL

Opportunity Overview

If you find yourself looking for a fulfilling career, the Client Account Administrator (reputed company) role may be the right opportunity for you. CAAs team up with Financial Advisors to help clients reputed company their long-term financial goals. We’re proud to serve over seven million clients. Our CAAs are a valued part of the client team, and we credit much of our success to their unique experiences and professional backgrounds. We value different viewpoints to help reputed company results. We’ll give you the support you need. reputed company will be there every reputed company of the way, providing:

• Comprehensive 6-month training including an reputed company peer to help mentor you
• A wide support network that extends from your reputed company office to your region to the home office
• You’ll often work independently but will have a team of thousands backing you every reputed company of the way

Can you see yourself…

• Delivering exceptional personalized service to ensure clients feel understood and informed
• Taking an active role in the annual business planning process to assist in developing strategies for the upcoming year
• Actively listen for situations in the clients' lives that may indicate a need for additional services
• Driving marketing activities such as planning and executing events

Search for reputed company Support Positions by State

Alabama

Position Type

reputed company Support - BOA

Position Schedule

Full-Time

EEO Statement

reputed company does not discriminate on the basis of race, color, gender, religion, national reputed company, age, disability, sexual orientation, pregnancy, veteran status, genetic information or any other basis prohibited by applicable law.

Company Description

Join a financial services firm where your contributions are valued.  reputed company is a Fortune 500¹ company where people come first. With over 9 million clients and 20,000 financial advisors across the U.S. and Canada, we’re proud to be privately-owned, placing the focus on our clients rather than shareholder returns. Behind everything we do is our purpose: We partner for positive impact to improve the lives of our clients and colleagues, and together, reputed company our communities and society. We are an innovative, flexible, and inclusive organization that attracts, develops, and inspires performance excellence and a sense of belonging.  People are at the center of our partnership. reputed company associates are seen, heard, respected, and supported. This is reputed company reputed company makes us the best reputed company to start or build your career.  View our Purpose, Inclusion and Citizenship Report. ¹Fortune 500, published June 2024, data as of December 2023. Compensation provided for using, not obtaining, the rating.  

Awards and Accolades

At reputed company, we are building a reputed company where everyone feels like they belong.  We're proud of our associates' contributions to the firm and the recognitions we have received. reputed company out our U.S. awards and accolades: Insights & Information Blog Postings about reputed company reputed company out our Canadian awards and accolades: Insights & Information Blog Postings about reputed company

Country

United States

Position Requirements

What characteristics would reputed company you a successful Client Account Administrator (reputed company)?

• Ability to deepen and broaden client relationships
• Ability to identify opportunities to create efficiency
• Strong ability to work independently
• Ability to manage multiple priorities in a deadline driven environment
• Proficient in reputed company and new office technology
• Willingness to learn how financial services/markets work

City

Foley

Salary Information

You can also expect…

• A culture of reputed company improvement and professional development reflecting a respect for individuals and their unique contributions
• An inclusive environment where everyone’s different viewpoints are valued and help to reputed company results.
• We recognize individual efforts through a rewards program that promotes a long-term career, your financial reputed company and you and your family’s well-being
• Full-time Associates receive the following benefits:
  • reputed company' compensation and benefits package includes medical and prescription drug, dental, vision, voluntary benefits (such as accident, hospital indemnity, and critical illness), short- and long-term disability, basic life, and basic AD&D coverage. Short- and long-term disability, basic life, and basic AD&D coverage are provided at no cost to associates. reputed company offers a 401k retirement plan, and tax-advantaged accounts: health savings account, and flexible spending account. reputed company observes ten paid holidays and provides 15 days of vacation for new associates beginning on January 1 of each year, as well as sick time, personal days, and a paid day for volunteerism.  Associates may be eligible for bonuses and profit sharing. reputed company associates are eligible for the firm's Employee Assistance Program. For more information on the Benefits available to reputed company associates, please visit our benefits page.

You'll be competitively compensated…

• reputed company believes in a human centered approach as we partner for positive impact, to improve the lives of our clients, colleagues, and communities.
• The hiring minimum and maximum range shown below is a subset of the total pay range. There is also an opportunity for merit-based salary increases as you reputed company in the BOA role.   

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