Securities Account Transaction Specialist - Livonia, United States - VFG Associates

VFG Associates Livonia, United States

1 week ago

Description

Job Description

VFG Associates in Livonia, MI is seeking a dedicated Account Manager to join our team. With a competitive salary of $40,000.00, this role offers a rewarding opportunity to work in a vibrant and supportive environment. At VFG Associates, we value teamwork and professional growth, providing our employees with the tools and resources needed to excel in their careers. As an Account Manager, you will be responsible for building strong client relationships and delivering top-notch service. Your role will involve managing accounts, understanding client needs, and ensuring their satisfaction. Join us at VFG Associates and be part of a dynamic team where your contributions are recognized and valued.

Compensation:

$40,000 yearly

Responsibilities:

Develop and maintain relationships with clients to understand their needs and provide tailored solutions
Track fund movements, trades, withdrawals, transfers, and deposits
Collaborate with internal teams and financial institutions to ensure seamless execution of client strategies and initiatives
Gather client signatures
Work directly with the advisors to execute their plans for their clients

Qualifications:

2+ years of experience in account management
Strong customer relationship management skills
Excellent communication and interpersonal abilities
Proficiency in Microsoft Office Suite
Ability to work independently and collaboratively

About Company

At VFG Associates, we prioritize taking care of clients, which is evident from being a family-owned and operated business for over 55 years. Unlike other firms that focus on a single discipline, our office boasts decades of experience in retirement, legacy planning, insurance, budgeting, business planning, financial consulting, long-term care planning, and estate planning for clients.

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