Account Management Associate

7 days ago


Independence, Ohio, United States Prasad Wealth Full time
Job Overview

Prasad Wealth is a fast-growing company looking for a talented Account Management Associate to support our growth initiatives. As an essential part of our team, you will play a crucial role in managing client accounts, executing money movement transactions, and performing administrative duties.

This exciting opportunity offers the chance to work with a dynamic team, develop your skills, and grow with the company. The ideal candidate will have a solid understanding of financial services, excellent organizational skills, and strong communication abilities.

Responsibilities include:

* Preparing documents for new account openings and client transactions
* Prioritizing and completing service requests from advisors and clients
* Fostering relationships through exceptional client-first experience
* Creating correspondence, forms, reports, and presentations

A competitive salary of $62,000 per year is offered for this position.

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