Client Account Manager - Job Description LOCATION: Advanta IRA- Office in Clearwater, FL 33762 Start date: September 2026 POSITION BACKGROUND As a Client Account Manager, you are the main point of contact for our existin…
LOCATION: Advanta IRA- Office in Clearwater, FL 33762 Starting Date: September 2026 POSITION BACKGROUND Advanta IRA’s objective is to continue to grow by adding new clients while maintaining low attrition of existing cli…
Skills: Accounts Payable, Accounts Receivable, Bank Reconciliation, Bookkeeping, Salesforce
Sign up with Clera and we'll reach out the moment a role actually fits you — no more spraying applications into the void.
$50k–$53k/yr
Full-time
bachelor degree
Salaried position, Annual performance and salary reviews, Advancement opportunities, Medical insurance, Dental insurance, Vision insurance
Posted 14d ago
Apply by Oct 11
~40 hrs/week
Responsibilities
Serve as the primary point of contact for retirement account clients, providing administrative support and guidance on IRS compliance. Process various investment transactions and manage client data within CRM and Trust Account software.
Requirements
A college degree in a business-related field is preferred, along with proficiency in Microsoft Office. Candidates should possess strong organizational skills and a detail-oriented approach to managing high volumes of client communications.
Full job description
Client Account Manager - Job Description LOCATION: Advanta IRA- Office in Clearwater, FL 33762 Start date: September 2026
POSITION BACKGROUND As a Client Account Manager, you are the main point of contact for our existing retirement account clients. New CAMs will be trained to provide administrative services for a variety of retirement account types and alternative investment options, and to offer guidance on staying in compliance with IRS guidelines for retirement accounts. In addition to building relationships with your clients, you will work closely with the business development and account services teams.
JOB DUTIES As a Client Account Manager, you will perform various administrative duties for your clients’ retirement 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
JOB EXPECTATIONS
Learn and thoroughly understand the services Advanta IRA provides to 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 before working with clients. This position does not require any licensing, does not involve any sales duties or commission, and is a W-4 full-time, regular classification.
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
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.
Experience with retirement plans and/or financial services 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
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
Telecommuting only, applicants must reside locally
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 AdvantaIRA.com!
Knowledge is power, control is key, and diversity is essential to build retirement wealth.
Industry
Investment Management
Company size
51-200 employees
Founded
2003
Headquarters
Clearwater, Florida
LinkedIn followers
1,565
Advanta IRA is a self-directed IRA administrator serving clients nationwide. With locations in Florida, Georgia, and the Carolinas, we hold over $3.5 billion in client assets, including real estate, mortgage loans, tax liens, private placements, precious metals, and cryptocurrency.
We deliver unparalleled, one-on-one customer service, industry expertise, and educational tools, and we ensure the elements of your account comply with all IRS rules and regulations. We do this so you can focus on the more important task of identifying promising investments to add to your portfolio.
Offices: 4790 140th Ave N, Clearwater, Florida 33762, US · 1455 Lincoln Parkway E, Suite 520, Atlanta, Georgia 30346, US
Knowledge is power, control is key, and diversity is essential to build retirement wealth.
Industry
Investment Management
Company size
51-200 employees
Founded
2003
Headquarters
Clearwater, Florida
LinkedIn followers
1,565
Advanta IRA is a self-directed IRA administrator serving clients nationwide. With locations in Florida, Georgia, and the Carolinas, we hold over $3.5 billion in client assets, including real estate, mortgage loans, tax liens, private placements, precious metals, and cryptocurrency.
We deliver unparalleled, one-on-one customer service, industry expertise, and educational tools, and we ensure the elements of your account comply with all IRS rules and regulations. We do this so you can focus on the more important task of identifying promising investments to add to your portfolio.
Offices: 4790 140th Ave N, Clearwater, Florida 33762, US · 1455 Lincoln Parkway E, Suite 520, Atlanta, Georgia 30346, US
