Client Account Manager - Remote

Overview

As a Client Account Manager at YUPRO Placement, you will act as the day-to-day liaison between clients and internal teams, supporting high-impact investment advisory services.

In Short

• Serve as primary point of contact for client communication and relationship management
• Coordinate and attend regular client meetings and investment manager calls
• Prepare and review timely and accurate client deliverables
• Manage onboarding for new accounts and provide system training
• Support internal client records including preferences, budgets, and due diligence
• Collaborate with internal analysts to highlight relevant investment research
• Gather client feedback and support event planning initiatives

Requirements

• Bachelor’s degree required
• 1+ year of customer-facing or client service experience
• Proficiency in Microsoft Office and strong organizational skills
• Strong communication and relationship-building abilities
• Must be authorized to work in the U.S.

Benefits

• Salary: $60,000–$75,000/year
• Fully paid medical and dental PPO. Paid life and AD&D insurance
• 401(k) and FSA options
• 30 paid days off annually (includes vacation + holidays)
• Weekly wellness programs
• Hybrid schedule: 3 days onsite