Jr Account Manager

WiserAdvisor - Fairfax, VA 22038
WiserAdvisor - Fairfax, VA 22038
WiserAdvisor - Fairfax, VA 22038
Job Description
We are seeking a Jr Account Manager to become an integral part of our growing organization.

WiserAdvisor (WiserAdvisor.com), headquartered in Fairfax, VA is a leader in digital marketing and lead-generation services. We have experienced triple digit growth over the last 3 years and are actively seeking motivated individuals to help us continue our success. Our clients include independent advisors as well as regional and national financial advisory firms.

This position requires an energetic, detail-oriented and client-focused individual, who enjoys building relationships. We enjoy trusted partnerships with our clients and we expect the same from you. We are looking for a young (at heart) entrepreneurial professional with good business instincts, who takes charge and delivers! Attitude is everything!

Responsibilities:

- Manage advisor accounts
- Respond to advisor inquiries and complaints
- Initiate proactive calls to advisors
- Explain service, renew and upgrade advisors
- Check SEC/FINRA database to ensure advisor qualifications
- Conducts monthly check-ins to ensure client success
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