Client Account Manager at Advanta IRA | 9to5 Jobs USA

Job Description

Client Account Manager

Company: Advanta IRA

Location: Clearwater, Pinellas County

Salary: $51,231 / year

Category: Accounting & Finance Jobs

Client Account Manager – Job Description LOCATION: Advanta IRA- Office in Clearwater, FL 33762 Start date: September 2026 POSITION BACKGROUND As a Client Account Manager, you are the main point of contact for our existing retirement account clients. New CAMs will be trained to provide administrative services for a variety of retirement account types and alternative investment options, and to offer guidance on staying in compliance with IRS guidelines for retirement accounts. In addition to buil…