Client Account Manager
Clearwater, FL
Full Time
Entry Level
Client Account Manager - Job Description
LOCATION: Advanta IRA- Office in Clearwater, FL 33762
Start date: June 1, 2026
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:
**No sales or marketing duties**
JOB EXPECTATIONS
SKILLS, BACKGROUND & TALENTS REQUIRED
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 AdvantaIRA.com!
LOCATION: Advanta IRA- Office in Clearwater, FL 33762
Start date: June 1, 2026
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
**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.
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!
- Compensation
- Salaried position (anticipated: $50- $53k, starting)
- Annual reviews of performance and salary
- Advancement opportunities
- Comprehensive insurance options
- FL Blue Medical
- Mutual of Omaha Dental & Vision
- Telehealth & Prescription coverage
- 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
- Workstation equipment provided by the company
- 401(k) after 6 months of employment
- Up to a 4% company match
- 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 AdvantaIRA.com!
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