Description
Aprio is hiring a Client Account Manager to own client requests, coordinate with advisors, custodians, and internal service teams, monitor account activity, resolve operational issues, and maintain accurate CRM data. The role requires a bachelor's degree, four years of directly related industry experience, strong communication and Excel skills, and experience in financial planning or the securities industry. Benefits include medical, dental, and vision insurance, retirement and flexible spending accounts, paid leave, tuition assistance, and flexible remote or hybrid work options.
