Client Account Manager (Retirement & IRA)
Advanta IRA, Clearwater, FL, United States
Client Account Manager - Job Description
LOCATION:
Advanta IRA- Office in Clearwater, FL 33762
POSITION BACKGROUND Advanta IRA is expanding our team in 2026! As a Client Account Manager, you are your clients' main point of contact, and you will guide them through their self-directed investing process. In addition to building relationships with your clients, you will work closely with the business development and account services teams. New hires receive extensive training before they work independently.
JOB DUTIES As a Client Account Manager, you will perform various administrative duties for your clients’ accounts, including:
Processing purchase and sale investment transactions related to investments in real estate, notes & mortgages, private placements & private stock, checkbook control LLC, precious metals, foreign currency exchange & futures trading, and cryptocurrency.
Serving as the main point of contact for Advanta IRA’s clients and assisting them with the following:
Questions regarding self-directed IRAs
Types of IRA accounts, qualified plans, and their differences
IRS rules, regulations, forms, and filings
Advanta IRA’s policies and procedures
Contributions, transfers, and rollovers
Required documentation for transactions
This position does NOT require licensing
No sales or marketing duties
JOB EXPECTATIONS
Learn and thoroughly understand the services Advanta IRA offers our clients.
Understand and handle the various types of transactions a client may want to conduct and the necessary documents Advanta IRA must receive to process those transactions.
Input client and transaction data into CRM System and Trust Account software.
Assist clients with the paperwork and process for opening an account, transfers, rollovers, ROTH conversions, and investment transactions.
Manage a high volume of calls and emails in a timely manner.
Advanta IRA provides thorough training and supervisory guidance to ensure successful onboarding.
SKILLS, BACKGROUND & TALENTS REQUIRED
College degree with a business foundation (Business Administration, Finance, Accounting, etc.) is preferred.
Possess strong comprehension skills and the ability to work with or without direction and multitask while paying close attention to details.
Be exceptionally well organized, analytical, and detail-oriented.
Excel at accomplishing tasks and following up with necessary parties (clients and team members).
Utilize excellent verbal, written, and interpersonal communication skills.
Show proficiency in MS Word, Excel, and Outlook.
Embrace and exhibit our core values—professionalism, integrity, proactivity, and eagerness.
Retirement plan and/or financial services experience is a plus!
CIS or CISP are a plus!
Employee Benefits Summary Compensation
Salaried position (anticipated: $50- $53k, starting)
Annual reviews of performance and salary
Comprehensive insurance options
FL Blue Medical
Mutual of Omaha Dental & Vision
Options for health savings accounts (HSA)
Short & Long term disability
Term Life Insurance
Accident/ Injury & Critical Illness plans
Individual and family plans available
Hybrid work schedule options for those who qualify
Workstation equipment provided by the company
401(k) after 6 months of employment
Up to a 4% company match
Paid time off
No waiting period to begin accruing
9+ paid holidays in addition to PTO
Additional perks include free chair massages weekly, company lunches, and fun team-building events on and off-site.
COMPANY BACKGROUND Advanta IRA is a leading self-directed account administrator with over $3.8 billion in client assets under custody. We act as a third-party administrator and recordkeeper for individuals who self-direct their retirement accounts by investing in alternative assets such as real estate, start-ups, and private placements. Advanta IRA delivers unparalleled one-on-one customer service, industry expertise, and educational tools that help ensure our clients’ success.
For more information about our industry and team culture, please visit our website at Advanta
#J-18808-Ljbffr
Advanta IRA- Office in Clearwater, FL 33762
POSITION BACKGROUND Advanta IRA is expanding our team in 2026! As a Client Account Manager, you are your clients' main point of contact, and you will guide them through their self-directed investing process. In addition to building relationships with your clients, you will work closely with the business development and account services teams. New hires receive extensive training before they work independently.
JOB DUTIES As a Client Account Manager, you will perform various administrative duties for your clients’ accounts, including:
Processing purchase and sale investment transactions related to investments in real estate, notes & mortgages, private placements & private stock, checkbook control LLC, precious metals, foreign currency exchange & futures trading, and cryptocurrency.
Serving as the main point of contact for Advanta IRA’s clients and assisting them with the following:
Questions regarding self-directed IRAs
Types of IRA accounts, qualified plans, and their differences
IRS rules, regulations, forms, and filings
Advanta IRA’s policies and procedures
Contributions, transfers, and rollovers
Required documentation for transactions
This position does NOT require licensing
No sales or marketing duties
JOB EXPECTATIONS
Learn and thoroughly understand the services Advanta IRA offers our clients.
Understand and handle the various types of transactions a client may want to conduct and the necessary documents Advanta IRA must receive to process those transactions.
Input client and transaction data into CRM System and Trust Account software.
Assist clients with the paperwork and process for opening an account, transfers, rollovers, ROTH conversions, and investment transactions.
Manage a high volume of calls and emails in a timely manner.
Advanta IRA provides thorough training and supervisory guidance to ensure successful onboarding.
SKILLS, BACKGROUND & TALENTS REQUIRED
College degree with a business foundation (Business Administration, Finance, Accounting, etc.) is preferred.
Possess strong comprehension skills and the ability to work with or without direction and multitask while paying close attention to details.
Be exceptionally well organized, analytical, and detail-oriented.
Excel at accomplishing tasks and following up with necessary parties (clients and team members).
Utilize excellent verbal, written, and interpersonal communication skills.
Show proficiency in MS Word, Excel, and Outlook.
Embrace and exhibit our core values—professionalism, integrity, proactivity, and eagerness.
Retirement plan and/or financial services experience is a plus!
CIS or CISP are a plus!
Employee Benefits Summary Compensation
Salaried position (anticipated: $50- $53k, starting)
Annual reviews of performance and salary
Comprehensive insurance options
FL Blue Medical
Mutual of Omaha Dental & Vision
Options for health savings accounts (HSA)
Short & Long term disability
Term Life Insurance
Accident/ Injury & Critical Illness plans
Individual and family plans available
Hybrid work schedule options for those who qualify
Workstation equipment provided by the company
401(k) after 6 months of employment
Up to a 4% company match
Paid time off
No waiting period to begin accruing
9+ paid holidays in addition to PTO
Additional perks include free chair massages weekly, company lunches, and fun team-building events on and off-site.
COMPANY BACKGROUND Advanta IRA is a leading self-directed account administrator with over $3.8 billion in client assets under custody. We act as a third-party administrator and recordkeeper for individuals who self-direct their retirement accounts by investing in alternative assets such as real estate, start-ups, and private placements. Advanta IRA delivers unparalleled one-on-one customer service, industry expertise, and educational tools that help ensure our clients’ success.
For more information about our industry and team culture, please visit our website at Advanta
#J-18808-Ljbffr