Financial Services Account Manager
$36,000–$60,000 year
Remote · New York City, New York, United States or US
New York City, New York, United States or USRemoteFull Time$36,000–$60,000 yearMid LevelLicense Or CertificationUnknown
Type
Full Time
Level
Mid Level
Education
License Or Certification
Company size
Unknown
Job Summary
The Financial Services Account Manager is responsible for managing a diverse client base, serving as a trusted advisor in financial planning. Requires a Life & Health Insurance License and 3+ years of experience in relevant fields. Role involves client and operations support including compliance tasks, new business processing, and 401(k) pension support.
Required Qualifications
- Current Life & Health Insurance License (required or must obtain within 90 days)
- 3+ years of experience in employee benefits, account management, or financial services
- Excellent communication, problem-solving, and relationship-building skills
- Ability to analyze data, identify trends, and provide recommendations
- Organized, detail-oriented, and comfortable managing diverse responsibilities in a remote environment
- Proficiency in Microsoft Office, Excel, CRM systems, and benefits administration platforms
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