Strategic Account Manager

This is a fully remote position, open to applicants in Arizona, +4 more states.

📋 Description

• Act as the main point of contact for assigned delegated programs.

• Oversee daily program operations, including phone communications and Service Central tickets.

• Develop and nurture relationships with program stakeholders and internal teams.

• Conduct calls with clients and programs, offering updates and addressing inquiries.

• Handle the processing of new accounts, money movements, and account maintenance transactions.

• Assist delegated programs with reporting and system-related requests.

• Detect and escalate issues for prompt resolution.

• Collaborate with Operations and other teams effectively.

• Provide training and serve as a resource for team members.

• Deliver white-glove service to over 11,000 Financial Professionals and premier programs.

⛳️ Requirements

• A minimum of a high school diploma or equivalent is required.

• At least 3 years of experience in customer service or contact center roles.

• Familiarity with the DocuPace system.

• Proficient in Microsoft Word, Excel, Internet Explorer, Outlook, and PowerPoint.

• Exceptional communication and organizational abilities.

• Basic technical skills with the capacity to navigate various systems.

• Strong attention to detail, analytical thinking, and problem-solving skills.

• Capability to work independently while maintaining quality standards.

• Ability to meet departmental goals and deadlines.

• Willingness to contribute positively to a team environment.

• A Bachelor’s degree is preferred.

• Over 5 years of experience in financial services operations or a broker-dealer setting is preferred.

• Experience with CRM/Salesforce is preferred.

• Completion of the FINRA SIE exam is preferred.

• Possession of a FINRA Series 7 license or other FINRA licenses is preferred.

🏝️ Benefits

• Performance-based annual bonus.

• Comprehensive training prior to transitioning onto the floor.

• Eligibility for overtime.

• Standard work schedule from Monday to Friday.