Strategic Account Manager

1 semana atrás

Belém, Pará, Brasil beBeeOperational Tempo inteiro R$63.000 - R$86.000
Key Role: Wealth Management Agency Operations Specialist

A high-level position that provides comprehensive support to Guardian Agencies with submitting new business and servicing wealth management accounts.

Main Responsibilities
  • Partner with General Agencies and Financial Representatives to onboard new brokerage and advisory clients.
  • Process new applications, ensuring timely and accurate submissions.
  • Collaborate with teams to resolve operational issues and improve overall efficiency.
Requirements
  • Excellent communication and interpersonal skills.
  • Ability to work in a fast-paced environment with multiple priorities.
  • Strong analytical and problem-solving skills.
About Our Services

We are a leading provider of financial services, dedicated to helping individuals and families achieve their long-term goals. Our team is passionate about delivering exceptional service and building lasting relationships.

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