Burnham Gibson Wealth Advisors, Inc., is an independent, privately-held firm offering financial planning and investment advice for individuals, and retirement plan services to corporations. We pride ourselves in being a high touch organization that is
highly competent, proactive, and responsive. Due to our continued growth, the Retirement Plan Consulting division currently has an opening for a Client Account Manager. This role would be working in support of client facing Plan
Consultants, with definite room for growth. We’d love to hear from you if you think you’d be a fit.
Generate and coordinate all client deliverables such as investment and plan reviews with a high emphasis on
accuracy and meeting stringent deadlines. Quarter end is typically fast paced.
Ability to prioritize and escalate items as necessary in a dynamic environment
Update and generate weekly reports utilizing the CRM and MS Office
Respond promptly to client inquiries and help troubleshoot administrative issues when Consultants are unavailable
Offer additional support in facilitating RFP’s from various vendors
Meticulously update CRM on a real time
Assist in compiling competitive intelligence on upcoming prospect meetings
Special projects as needed
Minimum 3-5 years of experience in the financial services industry. Experience with
institutional retirement plans a plus but not required.
Working knowledge of mutual funds
Polished written and oral communication skills
Familiarity with RPAG investment analysis software helpful but not required
experience with CRM software
A proven track record of excellent customer service
Intermediate level knowledge of MS Office – Word, Excel, PowerPoint, Outlook
Extremely detail oriented, proactive, and reliable in all
Strong interest in learning about the retirement plan industry
Bachelor’s degree required (specify GPA)
Series 7, 66 helpful, but not required
We offer a competitive compensation and benefits package
including salary, performance bonus, 401(k) with match, comprehensive benefits, and a healthy stable working environment. Compensation commensurate with experience.
Burnham Gibson Wealth Advisors, Inc., is an equal opportunity employer located in
Irvine, CA. BGWA.2017.1
How to Apply
To be considered, provide a copy of your cover letter and resume in PDF format to firstname.lastname@example.org and reference “Client Account Manager” in the subject line. Please, no