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Hybrid Client Accounts & Compliance Specialist
Job in
Clearwater, Pinellas County, Florida, 34623, USA
Listed on 2026-07-19
Listing for:
Advanta-Ira-1
Full Time
position Listed on 2026-07-19
Job specializations:
-
Sales
Client Relationship Manager, Business Development, Customer Success Mgr./ CSM, Sales Representative -
Business
Client Relationship Manager, Business Development, Customer Success Mgr./ CSM
Job Description & How to Apply Below
Advanta IRA in Clearwater, FL is seeking a Client Account Manager to serve as the primary contact for our retirement account clients, handling administrative services for various IRA types and guiding compliance with IRS rules.
You will input client and transaction data into CRM and Trust Account software, process purchases and sales across assets, and collaborate with our business development and account services teams to ensure smooth client experiences.
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