Client Account Manager

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 building relationships with your clients, you will work closely with the business development and account services teams.  JOB DUTIES As a Client Account Manager, you will perform various administrative duties for your clients’ retirement accounts, including:

• Processing purchase and sale investment transactions related to investments in real estate, notes & mortgages, private placements & private stock, checkbook ...