Liquidity Account Manager I

Role Overview

This position supports the client experience through account onboarding, servicing, and relationship management for asset management clients. The role requires a professional who is detail-oriented and possesses strong communication skills.

Required Qualifications

• 2-3 years of experience in client service or financial services
• Proficiency with Microsoft Word
• Detail-oriented with strong analytical and business skills
• Excellent customer service and interpersonal communication abilities
• Demonstrates adaptability and agility in a professional setting

Benefits

• Medical, dental, vision, life, disability, and other insurance plans
• Employee stock purchase program (ESPP)
• 401K program with company match after 12 months of tenure
• Health Savings Account (HSA) on the HDHP plan
• SupportLinc Employee Assistance Program (EAP) with up to 8 free counseling sessions
• Corporate discount savings program and other discounts
• On-demand training program
• Access to certification prep and a library of technical and leadership courses/books/seminars (available after 6+ months of tenure)
• Certification discounts and perks through associations including CompTIA and IIBA
• Dedicated consultant customer service team and certified Career Coach