Vertis Wealth · 5 hours ago
Account Manager
Chicago, IL
Full-time
Onsite
Entry, Mid Level
$55K/yr - $70K/yr
2+ years expVertis Wealth is a rapidly expanding financial firm seeking a charismatic and detail-oriented Account Manager to join their high-performing team. The role involves managing key relationships with clients, vendors, and internal teams while executing daily projects to ensure client satisfaction and firm growth.
Financial Services
Responsibilities
Frontline Hero: Respond to and anticipate client needs daily, providing rapid, top-tier service
Growth Accelerator: Play a vital role in new acquisitions, supporting Financial Advisors, Wealth Managers, Accountants, and Attorneys
Operational Excellence: Expertly organize and maintain complex calendars
The Closer: Help, prep, and execute essential financial planning paperwork with zero errors
Quality Control: Review and compile thorough account reviews
Digital Trailblazer: Document the CRM system with meticulous detail on all client communications
Network Builder: Actively help build and foster a robust client referral system
Brand Ambassador: Attend high-profile client events
Qualification
Required
Bachelor's Degree Strongly Preferred
Life and Health License
2+ years of experience in the financial industry is a major advantage
Ability to communicate impactfully with clients, advisors, and staff
Significant familiarity with financial markets and a crystal-clear understanding of the advice process
Ability to maintain an organized, proactive view of client needs and objectives
Thrives under pressure in a high-stakes, deadline-driven environment
Mastery of Effective and Efficient Time Management
Expert CRM Experience
Benefits
Premium Health Insurance
401k
Generous Paid Time Off (PTO)
Company
Vertis Wealth
LET’S CREATE YOUR LEGACY, ONE VICTORY AT A TIME.
11-50 employees
Funding
Current Stage
Early StageCompany data provided by crunchbase