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Account Manager
Job Summary
A financial management organization is seeking an experienced Account Manager.
Key Responsibilities:
- Provide accurate and timely services to mutual fund, college access, offshore, and stock customers
- Research and provide information on operational processes and ensure compliance with policies and procedures
- Draft policies and testing procedures to adhere to industry and compliance standards
Required Qualifications:
- 3 years of experience in account management
- Active FINRA Series 6 certification
- Working knowledge of the financial management and investment industries
- Fluency in general office software
- Ability to independently develop new software skills
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COMPLETE JOB DESCRIPTION
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