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Customer Support Account Manager

Worldinsurance · North Barrington, IL · Active · JazzHR / ApplyToJob

Job facts

FieldValue
CompanyWorldinsurance
TitleCustomer Support Account Manager
Normalized title-
Department / team-
LocationNorth Barrington, IL, United States
Work model-
Employment typeFull Time
Salary-
Statusactive
ATS providerJazzHR / ApplyToJob
Posted / first seen2026-05-21 / 2026-05-30
Changed / last seen2026-06-03 / 2026-06-22

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Company jobsActive postings from Worldinsurance.Open
Company breakdownsRole, location, ATS, and work model facets for this company.Open
ATS provider jobsActive postings observed through JazzHR / ApplyToJob.Open
Provider filtered searchThe same provider as a filtered job collection.Open
City jobsActive postings in North Barrington.Open
Lifecycle eventsOpen, update, close, and reopen events for this posting.Open
Original postingCanonical source or apply URL captured from the ATS.Open

Linked records

CompanyWorldinsurance
Source8343a271-346c-49bd-a749-995f388365ac
ATS providerJazzHR / ApplyToJob

Description

Position Objective The Account Manager is responsible for providing general office support and a variety of client support and other related tasks. The Account Manager will be responsible for collecting, organizing, and analyzing client data as well as other administrative and support functions such as scheduling client appointments, greeting clients, answering incoming calls, receiving and processing investment checks, scanning and maintaining client information in CRM and completing applications and forms. Primary Responsibilities The Account Manager can expect to focus their work in the following areas: Client Communication Greet clients and guests in a professional, friendly and hospitable manner Answer telephones and direct callers to appropriate member of the firm Respond to client emails in a professional manner Attend client meetings in a technical, supporting, and learning role Client relationship development, including ongoing and regular client contact and communications Client Preparation Client support including performing a wide range of activities, such as data gathering and analysis, development of recommendations, implementation, and ongoing portfolio management – within a financial planning context. Assist advisors and clients in completing application, enrollment and other forms as needed Client service, including planning updates, portfolio changes and reviews, information data gathering, portfolio returns, and new opportunity identification Data gathering from clients for initial meeting, engagement meeting and ongoing management meetings. Prepare necessary documentation and agendas one week in advance of appointments. Manage the follow-up process including action items, next contact date, follow up letter, update and maintain CRM. Prepare and mail forms and applications to clients as needed Forward investment checks and enrollment/application forms to necessary broker Administrative Tasks Daily Downloads (Pershing, DST Fan Mail) Review alerts from custodians May buy and sell investments for clients at the advisor’s discretion Maintain electronic filing system, clear folders at the COB each day Administer and coordinate client billing process Consistently review accounts for compliance requirements Schedule client meetings with appropriate advisor Coordinate the pick-up and delivery of express mail services (UPS, Fed Ex) Scanning, filing, faxing and collating Place appropriate postage on outgoing mail and send via appropriate boxes Other Open and close the office (locking doors, turning off lights) Maintain kitchen area, stock refreshments and refrigerator Attend team meetings, Investment Committee Meetings and other meetings as necessary In addition to participation in the Financial Planning and Investment Committee meetings the CRA may participate in developing investment and financial planning strategies for the committees Complete special projects as needed Required Qualifications Self-confidence, personal integrity and an understanding of fiduciary responsibility A team player, with strong leadership skills and ability to multi-task and manage time effectively Ability to think through issues and problems from the client's perspective and offer solutions, willing to take responsibility for task completion, and seeks out ways to improve processes 2 years of relevant service-oriented experience and/or training, or equivalent combination of education and experience Ability to work independently on assigned tasks as well as to accept direction on given assignments Excellent verbal and written communication skills, and exceptional interpersonal communication skills Sound organizational skills and strong personal computer skills (MS Office Suite) Compensation Pay/benefits are competitive based on industry standards. Salary will be based on experience and industry benchmarks. Eligibility for Individual Performance as well as Firm-wide Incentive Bonuses Perks & Benefits 401(k) with Employer Match Health Insurance (with HSA option) Dental Insurance Vision Insurance Life Insurance Paid Time Off Policy Flexible Spending Account (FSA) Healthy Work/Life Balance Maternity/Paternity Leave Policy About World Investment Advisors World Investment Advisors is a nationally recognized financial services firm dedicated to providing the industry’s premier independent retirement plan and investment advisory services to employers, executives, and individual investors. Collectively, WIA supports $72.7B assets 1 across 100+ offices and 609 team members. Stimulating Environment At World Investment Advisors we strive to provide a challenging, stimulating environment for the best and brightest in the industry. We believe our employees can best serve our clients and advisors in an atmosphere where individuals are treated fairly, where professional growth is fostered and encouraged, and where a healthy balance between work and home life is respected and preserved. We promote a friendly and collaborative work environment. We are motivated by team camaraderie and are obsessed with doing the right thing for our plan sponsor clients and their plan participants. Team-Oriented Professionals typically work together in teams with multiple people from different departments to meet our clients’ needs. Our junior staff works with their team members to develop the skills and knowledge to succeed and assume more senior level positions as they progress at our firm. We welcome team members from different backgrounds with different perspectives to help us innovate and make a difference for our customers and our communities. Why World Investment Advisors? Great company culture with an awesome team-oriented atmosphere! Professional growth opportunities Friendly and collaborative work environment World Investment Advisors is an equal opportunity employer. We believe the most effective way to attract, develop and retain a diverse workforce is to build an enduring culture of inclusion and belonging. Pensionmark is committed to equality and deeply believes in diversity, sexual orientation, gender, race, religion, ethnicity and other qualities that makes us all different. 1 As of 12/31/2024, the World Investment Advisors network of advisors and firms collectively provides support to over $72.7 billion in assets across a variety of channels including investment management and retirement plan consulting services. This includes regulatory assets under management (AUM) of over $56.2 billion. Compensation This position is located in Illinois. The base salary for this position at the time of this posting may range from $55,000 to $75,000. Individual compensation varies based on job-related factors, including business needs, experience, level of responsibility, and qualifications. We offer a competitive benefits package and variable pay programs, please visit  https://www.worldinsurance.com/careers  for more details. To Executive Search Firms and Staffing Agencies World does not accept unsolicited resumes from any agencies that have not signed a mutual service agreement. All unsolicited resumes will be considered World’s property, and World will not be obligated to pay a referral fee. This includes resumes submitted directly to Hiring Managers without contacting World’s Human Resources Talent Department. #LI-NH1

Full job record

Job IDfa402cc4707962c0b3aa77dc3e3e82ef039847ac
Org ID542eeff8-9368-44ed-8cdc-1e1b229aa8c7
Source ID8343a271-346c-49bd-a749-995f388365ac
Board ID8343a271-346c-49bd-a749-995f388365ac
Providerjazzhr
Provider Job Keypdf91THhHN
TitleCustomer Support Account Manager
Normalized Title—
Statusactive
Activeyes
Location TextNorth Barrington, IL
Department—
Team—
Employment Typefull_time
Workplace Type—
Remote Policy—
CountryUnited States
RegionIL
CityNorth Barrington
Salary Raw—
Salary Min—
Salary Max—
Salary Currency—
Salary Period—
Source URLhttps://worldinsurance.applytojob.com/apply/pdf91THhHN/Customer-Support-Account-Manager
Apply URLhttps://worldinsurance.applytojob.com/apply/pdf91THhHN/Customer-Support-Account-Manager
First Seen At2026-05-30 05:56:38Z
Last Seen At2026-06-22 14:33:55Z
Last Checked At2026-06-22 14:33:55Z
Last Changed At2026-06-03 12:56:30Z
Inactive At—
Source Posted At2026-05-21 00:00:00Z
Source Updated At—
Raw Payload Uris3://job-postings-prod-raw-590183727216/raw/provider=jazzhr/board=worldinsurance/date=2026-06-22/2026-06-22T14-33-45-657Z-619534445165d4bbe9d666501bd3c5897ad0ee5d10f40ce60b9e8031bfc9b8e8.json
Event Fields
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  "active_status": "active"
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Parsed Structured
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Extensions
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Native Structured
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    "description_html": "<span style=\"font-size:14px;\"><span style=\"font-family:Arial, Helvetica, sans-serif;\"><span style=\"letter-spacing:-0.25pt;\"><font color=\"#2f5496\"><b>Position Objective </b></font><br><span style=\"color:rgb(64,64,64);\">The Account Manager is responsible for providing general office support and a variety of client support and other related tasks. The Account Manager will be responsible for collecting, organizing, and analyzing client data as well as other administrative and support functions such as scheduling client appointments, greeting clients, answering incoming calls, receiving and processing investment checks, scanning and maintaining client information in CRM and completing applications and forms.</span></span><br><br><span style=\"letter-spacing:-0.25pt;\"><b><span style=\"color:#2f5496;\">Primary Responsibilities</span></b></span><br><span style=\"vertical-align:middle;\"><span style=\"letter-spacing:-0.25pt;\"><span style=\"color:#404040;\"><span style=\"letter-spacing:0pt;\">The Account Manager can expect to focus their work in the following areas:</span></span></span></span></span></span><ul><li style=\"margin-left:32px;text-align:justify;\"><span style=\"font-size:14px;\"><span style=\"font-family:Arial, Helvetica, sans-serif;\"><span style=\"vertical-align:middle;\"><span style=\"letter-spacing:-0.25pt;\"><b><span style=\"color:#404040;\"><span style=\"letter-spacing:0pt;\">Client Communication</span></span></b></span></span></span></span><ul style=\"list-style-type:circle;\"><li style=\"margin-left:8px;text-align:justify;\"><span style=\"font-size:14px;\"><span style=\"font-family:Arial, Helvetica, sans-serif;\"><span style=\"vertical-align:middle;\"><span style=\"letter-spacing:-0.25pt;\"><span style=\"color:#404040;\"><span style=\"letter-spacing:0pt;\">Greet clients and guests in a professional, friendly and hospitable manner</span></span></span></span></span></span></li><li style=\"margin-left:8px;text-align:justify;\"><span style=\"font-size:14px;\"><span style=\"font-family:Arial, Helvetica, sans-serif;\"><span style=\"vertical-align:middle;\"><span style=\"letter-spacing:-0.25pt;\"><span style=\"color:#404040;\"><span style=\"letter-spacing:0pt;\">Answer telephones and direct callers to appropriate member of the firm</span></span></span></span></span></span></li><li style=\"margin-left:8px;text-align:justify;\"><span style=\"font-size:14px;\"><span style=\"font-family:Arial, Helvetica, sans-serif;\"><span style=\"vertical-align:middle;\"><span style=\"letter-spacing:-0.25pt;\"><span style=\"color:#404040;\"><span style=\"letter-spacing:0pt;\">Respond to client emails in a professional manner</span></span></span></span></span></span></li><li style=\"margin-left:8px;text-align:justify;\"><span style=\"font-size:14px;\"><span style=\"font-family:Arial, Helvetica, sans-serif;\"><span style=\"vertical-align:middle;\"><span style=\"letter-spacing:-0.25pt;\"><span style=\"color:#404040;\"><span style=\"letter-spacing:0pt;\">Attend client meetings in a technical, supporting, and learning role</span></span></span></span></span></span></li><li style=\"margin-left:8px;text-align:justify;\"><span style=\"font-size:14px;\"><span style=\"font-family:Arial, Helvetica, sans-serif;\"><span style=\"vertical-align:middle;\"><span style=\"letter-spacing:-0.25pt;\"><span style=\"color:#404040;\"><span style=\"letter-spacing:0pt;\">Client relationship development, including ongoing and regular client contact and communications</span></span></span></span></span></span></li></ul></li></ul><ul><li style=\"margin-left:32px;text-align:justify;\"><span style=\"font-size:14px;\"><span style=\"font-family:Arial, Helvetica, sans-serif;\"><span style=\"vertical-align:middle;\"><span style=\"letter-spacing:-0.25pt;\"><b><span style=\"color:#404040;\"><span style=\"letter-spacing:0pt;\">Client Preparation</span></span></b></span></span></span></span><ul style=\"list-style-type:circle;\"><li style=\"margin-left:8px;text-align:justify;\"><span style=\"font-size:14px;\"><span style=\"font-family:Arial, Helvetica, sans-serif;\"><span style=\"vertical-align:middle;\"><span style=\"letter-spacing:-0.25pt;\"><span style=\"color:#404040;\"><span style=\"letter-spacing:0pt;\">Client support including performing a wide range of activities, such as data gathering and analysis, development of recommendations, implementation, and ongoing portfolio management – within a financial planning context.</span></span></span></span></span></span></li><li style=\"margin-left:8px;text-align:justify;\"><span style=\"font-size:14px;\"><span style=\"font-family:Arial, Helvetica, sans-serif;\"><span style=\"vertical-align:middle;\"><span style=\"letter-spacing:-0.25pt;\"><span style=\"color:#404040;\"><span style=\"letter-spacing:0pt;\">Assist advisors and clients in completing application, enrollment and other forms as needed</span></span></span></span></span></span></li><li style=\"margin-left:8px;text-align:justify;\"><span style=\"font-size:14px;\"><span style=\"font-family:Arial, Helvetica, sans-serif;\"><span style=\"vertical-align:middle;\"><span style=\"letter-spacing:-0.25pt;\"><span style=\"color:#404040;\"><span style=\"letter-spacing:0pt;\">Client service, including planning updates, portfolio changes and reviews, information data gathering, portfolio returns, and new opportunity identification</span></span></span></span></span></span></li><li style=\"margin-left:8px;text-align:justify;\"><span style=\"font-size:14px;\"><span style=\"font-family:Arial, Helvetica, sans-serif;\"><span style=\"vertical-align:middle;\"><span style=\"letter-spacing:-0.25pt;\"><span style=\"color:#404040;\"><span style=\"letter-spacing:0pt;\">Data gathering from clients for initial meeting, engagement meeting and ongoing management meetings. Prepare necessary documentation and agendas one week in advance of appointments.</span></span></span></span></span></span></li><li style=\"margin-left:8px;text-align:justify;\"><span style=\"font-size:14px;\"><span style=\"font-family:Arial, Helvetica, sans-serif;\"><span style=\"vertical-align:middle;\"><span style=\"letter-spacing:-0.25pt;\"><span style=\"color:#404040;\"><span style=\"letter-spacing:0pt;\">Manage the follow-up process including action items, next contact date, follow up letter, update and maintain CRM. </span></span></span></span></span></span></li><li style=\"margin-left:8px;text-align:justify;\"><span style=\"font-size:14px;\"><span style=\"font-family:Arial, Helvetica, sans-serif;\"><span style=\"vertical-align:middle;\"><span style=\"letter-spacing:-0.25pt;\"><span style=\"color:#404040;\"><span style=\"letter-spacing:0pt;\">Prepare and mail forms and applications to clients as needed</span></span></span></span></span></span></li><li style=\"margin-left:8px;text-align:justify;\"><span style=\"font-size:14px;\"><span style=\"font-family:Arial, Helvetica, sans-serif;\"><span style=\"vertical-align:middle;\"><span style=\"letter-spacing:-0.25pt;\"><span style=\"color:#404040;\"><span style=\"letter-spacing:0pt;\">Forward investment checks and enrollment/application forms to necessary broker</span></span></span></span></span></span></li></ul></li></ul><ul><li style=\"margin-left:32px;text-align:justify;\"><span style=\"font-size:14px;\"><span style=\"font-family:Arial, Helvetica, sans-serif;\"><span style=\"vertical-align:middle;\"><b><span style=\"color:#404040;\">Administrative Tasks</span></b></span></span></span><ul style=\"list-style-type:circle;\"><li style=\"margin-left:8px;text-align:justify;\"><span style=\"font-size:14px;\"><span style=\"font-family:Arial, Helvetica, sans-serif;\"><span style=\"vertical-align:middle;\"><span style=\"letter-spacing:-0.25pt;\"><span style=\"color:#404040;\"><span style=\"letter-spacing:0pt;\">Daily Downloads (Pershing, DST Fan Mail)</span></span></span></span></span></span></li><li style=\"margin-left:8px;text-align:justify;\"><span style=\"font-size:14px;\"><span style=\"font-family:Arial, Helvetica, sans-serif;\"><span style=\"vertical-align:middle;\"><span style=\"letter-spacing:-0.25pt;\"><span style=\"color:#404040;\"><span style=\"letter-spacing:0pt;\">Review alerts from custodians</span></span></span></span></span></span></li><li style=\"margin-left:8px;text-align:justify;\"><span style=\"font-size:14px;\"><span style=\"font-family:Arial, Helvetica, sans-serif;\"><span style=\"vertical-align:middle;\"><span style=\"letter-spacing:-0.25pt;\"><span style=\"color:#404040;\"><span style=\"letter-spacing:0pt;\">May buy and sell investments for clients at the advisor’s discretion</span></span></span></span></span></span></li><li style=\"margin-left:8px;text-align:justify;\"><span style=\"font-size:14px;\"><span style=\"font-family:Arial, Helvetica, sans-serif;\"><span style=\"vertical-align:middle;\"><span style=\"letter-spacing:-0.25pt;\"><span style=\"color:#404040;\"><span style=\"letter-spacing:0pt;\">Maintain electronic filing system, clear folders at the COB each day</span></span></span></span></span></span></li><li style=\"margin-left:8px;text-align:justify;\"><span style=\"font-size:14px;\"><span style=\"font-family:Arial, Helvetica, sans-serif;\"><span style=\"vertical-align:middle;\"><span style=\"letter-spacing:-0.25pt;\"><span style=\"color:#404040;\"><span style=\"letter-spacing:0pt;\">Administer and coordinate client billing process</span></span></span></span></span></span></li><li style=\"margin-left:8px;text-align:justify;\"><span style=\"font-size:14px;\"><span style=\"font-family:Arial, Helvetica, sans-serif;\"><span style=\"vertical-align:middle;\"><span style=\"letter-spacing:-0.25pt;\"><span style=\"color:#404040;\"><span style=\"letter-spacing:0pt;\">Consistently review accounts for compliance requirements</span></span></span></span></span></span></li><li style=\"margin-left:8px;text-align:justify;\"><span style=\"font-size:14px;\"><span style=\"font-family:Arial, Helvetica, sans-serif;\"><span style=\"vertical-align:middle;\"><span style=\"letter-spacing:-0.25pt;\"><span style=\"color:#404040;\"><span style=\"letter-spacing:0pt;\">Schedule client meetings with appropriate advisor</span></span></span></span></span></span></li><li style=\"margin-left:8px;text-align:justify;\"><span style=\"font-size:14px;\"><span style=\"font-family:Arial, Helvetica, sans-serif;\"><span style=\"vertical-align:middle;\"><span style=\"letter-spacing:-0.25pt;\"><span style=\"color:#404040;\"><span style=\"letter-spacing:0pt;\">Coordinate the pick-up and delivery of express mail services (UPS, Fed Ex)</span></span></span></span></span></span></li><li style=\"margin-left:8px;text-align:justify;\"><span style=\"font-size:14px;\"><span style=\"font-family:Arial, Helvetica, sans-serif;\"><span style=\"vertical-align:middle;\"><span style=\"letter-spacing:-0.25pt;\"><span style=\"color:#404040;\"><span style=\"letter-spacing:0pt;\">Scanning, filing, faxing and collating</span></span></span></span></span></span></li><li style=\"margin-left:8px;text-align:justify;\"><span style=\"font-size:14px;\"><span style=\"font-family:Arial, Helvetica, sans-serif;\"><span style=\"vertical-align:middle;\"><span style=\"letter-spacing:-0.25pt;\"><span style=\"color:#404040;\"><span style=\"letter-spacing:0pt;\">Place appropriate postage on outgoing mail and send via appropriate boxes </span></span></span></span></span></span></li></ul></li></ul><ul><li style=\"margin-left:32px;text-align:justify;\"><span style=\"font-size:14px;\"><span style=\"font-family:Arial, Helvetica, sans-serif;\"><span style=\"vertical-align:middle;\"><span style=\"letter-spacing:-0.25pt;\"><b><span style=\"color:#404040;\"><span style=\"letter-spacing:0pt;\">Other</span></span></b></span></span></span></span><ul style=\"list-style-type:circle;\"><li style=\"margin-left:8px;text-align:justify;\"><span style=\"font-size:14px;\"><span style=\"font-family:Arial, Helvetica, sans-serif;\"><span style=\"vertical-align:middle;\"><span style=\"letter-spacing:-0.25pt;\"><span style=\"color:#404040;\"><span style=\"letter-spacing:0pt;\">Open and close the office (locking doors, turning off lights)</span></span></span></span></span></span></li><li style=\"margin-left:8px;text-align:justify;\"><span style=\"font-size:14px;\"><span style=\"font-family:Arial, Helvetica, sans-serif;\"><span style=\"vertical-align:middle;\"><span style=\"letter-spacing:-0.25pt;\"><span style=\"color:#404040;\"><span style=\"letter-spacing:0pt;\">Maintain kitchen area, stock refreshments and refrigerator</span></span></span></span></span></span></li><li style=\"margin-left:8px;text-align:justify;\"><span style=\"font-size:14px;\"><span style=\"font-family:Arial, Helvetica, sans-serif;\"><span style=\"vertical-align:middle;\"><span style=\"letter-spacing:-0.25pt;\"><span style=\"color:#404040;\"><span style=\"letter-spacing:0pt;\">Attend team meetings, Investment Committee Meetings and other meetings as necessary</span></span></span></span></span></span></li><li style=\"margin-left:8px;text-align:justify;\"><span style=\"font-size:14px;\"><span style=\"font-family:Arial, Helvetica, sans-serif;\"><span style=\"vertical-align:middle;\"><span style=\"letter-spacing:-0.25pt;\"><span style=\"color:#404040;\"><span style=\"letter-spacing:0pt;\">In addition to participation in the Financial Planning and Investment Committee meetings the CRA may participate in developing investment and financial planning strategies for the committees</span></span></span></span></span></span></li><li style=\"margin-left:8px;text-align:justify;\"><span style=\"font-size:14px;\"><span style=\"font-family:Arial, Helvetica, sans-serif;\"><span style=\"vertical-align:middle;\"><span style=\"letter-spacing:-0.25pt;\"><span style=\"color:#404040;\"><span style=\"letter-spacing:0pt;\">Complete special projects as needed</span></span></span></span></span></span></li></ul></li></ul><br><span style=\"font-size:14px;\"><span style=\"font-family:Arial, Helvetica, sans-serif;\"><span style=\"letter-spacing:-0.25pt;\"><b><span style=\"color:#2f5496;\">Required Qualifications</span></b></span></span></span><ul style=\"list-style-type:circle;\"><li style=\"margin-left:56px;text-align:justify;\"><span style=\"font-size:14px;\"><span style=\"font-family:Arial, Helvetica, sans-serif;\"><span style=\"color:#404040;\">Self-confidence, personal integrity and an understanding of fiduciary responsibility</span></span></span></li><li style=\"margin-left:56px;text-align:justify;\"><span style=\"font-size:14px;\"><span style=\"font-family:Arial, Helvetica, sans-serif;\"><span style=\"color:#404040;\">A team player, with strong leadership skills and ability to multi-task and manage time effectively</span></span></span></li><li style=\"margin-left:56px;text-align:justify;\"><span style=\"font-size:14px;\"><span style=\"font-family:Arial, Helvetica, sans-serif;\"><span style=\"color:#404040;\">Ability to think through issues and problems from the client's perspective and offer solutions, willing to take responsibility for task completion, and seeks out ways to improve processes</span></span></span></li><li style=\"margin-left:56px;text-align:justify;\"><span style=\"font-size:14px;\"><span style=\"font-family:Arial, Helvetica, sans-serif;\"><span style=\"color:#404040;\">2 years of relevant service-oriented experience and/or training, or equivalent combination of education and experience</span></span></span></li><li style=\"margin-left:56px;text-align:justify;\"><span style=\"font-size:14px;\"><span style=\"font-family:Arial, Helvetica, sans-serif;\"><span style=\"color:#404040;\">Ability to work independently on assigned tasks as well as to accept direction on given assignments</span></span></span></li><li style=\"margin-left:56px;text-align:justify;\"><span style=\"font-size:14px;\"><span style=\"font-family:Arial, Helvetica, sans-serif;\"><span style=\"color:#404040;\">Excellent verbal and written communication skills, and exceptional interpersonal communication skills</span></span></span></li><li style=\"margin-left:56px;text-align:justify;\"><span style=\"font-size:14px;\"><span style=\"font-family:Arial, Helvetica, sans-serif;\"><span style=\"color:#404040;\">Sound organizational skills and strong personal computer skills (MS Office Suite)</span></span></span></li></ul><br><span style=\"font-size:14px;\"><span style=\"font-family:Arial, Helvetica, sans-serif;\"><span style=\"letter-spacing:-0.25pt;\"><b><span style=\"color:#2f5496;\">Compensation </span></b></span><br><span style=\"letter-spacing:-0.25pt;\">Pay/benefits are competitive based on industry standards.</span></span></span><ul style=\"list-style-type:circle;\"><li style=\"margin-left:56px;text-align:justify;\"><span style=\"font-size:14px;\"><span style=\"font-family:Arial, Helvetica, sans-serif;\">Salary will be based on experience and industry benchmarks.</span></span></li><li style=\"margin-left:56px;text-align:justify;\"><span style=\"font-size:14px;\"><span style=\"font-family:Arial, Helvetica, sans-serif;\">Eligibility for Individual Performance as well as Firm-wide Incentive Bonuses</span></span></li></ul><br><span style=\"font-size:14px;\"><span style=\"font-family:Arial, Helvetica, sans-serif;\"><span style=\"letter-spacing:-0.25pt;\"><b><span style=\"color:#2f5496;\">Perks & Benefits</span></b></span></span></span><ul style=\"list-style-type:circle;\"><li style=\"margin-left:56px;text-align:justify;\"><span style=\"font-size:14px;\"><span style=\"font-family:Arial, Helvetica, sans-serif;\">401(k) with Employer Match</span></span></li><li style=\"margin-left:56px;text-align:justify;\"><span style=\"font-size:14px;\"><span style=\"font-family:Arial, Helvetica, sans-serif;\">Health Insurance (with HSA option)</span></span></li><li style=\"margin-left:56px;text-align:justify;\"><span style=\"font-size:14px;\"><span style=\"font-family:Arial, Helvetica, sans-serif;\">Dental Insurance</span></span></li><li style=\"margin-left:56px;text-align:justify;\"><span style=\"font-size:14px;\"><span style=\"font-family:Arial, Helvetica, sans-serif;\">Vision Insurance</span></span></li><li style=\"margin-left:56px;text-align:justify;\"><span style=\"font-size:14px;\"><span style=\"font-family:Arial, Helvetica, sans-serif;\">Life Insurance</span></span></li><li style=\"margin-left:56px;text-align:justify;\"><span style=\"font-size:14px;\"><span style=\"font-family:Arial, Helvetica, sans-serif;\">Paid Time Off Policy</span></span></li><li style=\"margin-left:56px;text-align:justify;\"><span style=\"font-size:14px;\"><span style=\"font-family:Arial, Helvetica, sans-serif;\">Flexible Spending Account (FSA)</span></span></li><li style=\"margin-left:56px;text-align:justify;\"><span style=\"font-size:14px;\"><span style=\"font-family:Arial, Helvetica, sans-serif;\">Healthy Work/Life Balance</span></span></li><li style=\"margin-left:56px;text-align:justify;\"><span style=\"font-size:14px;\"><span style=\"font-family:Arial, Helvetica, sans-serif;\">Maternity/Paternity Leave Policy</span></span></li></ul><br><span style=\"font-size:14px;\"><span style=\"font-family:Arial, Helvetica, sans-serif;\"><span style=\"letter-spacing:-0.25pt;\"><b><span style=\"color:#2f5496;\">About World Investment Advisors</span></b></span><br><span style=\"letter-spacing:-0.25pt;\">World Investment Advisors is a nationally recognized financial services firm dedicated to providing the industry’s premier independent retirement plan and investment advisory services to employers, executives, and individual investors. Collectively, WIA supports $72.7B assets<sup>1</sup> across 100+ offices and 609 team members.</span><br><br><span style=\"letter-spacing:-0.25pt;\"><b><span style=\"color:#2f5496;\">Stimulating Environment</span></b></span><br><span style=\"letter-spacing:-0.25pt;\">At World Investment Advisors we strive to provide a challenging, stimulating environment for the best and brightest in the industry. We believe our employees can best serve our clients and advisors in an atmosphere where individuals are treated fairly, where professional growth is fostered and encouraged, and where a healthy balance between work and home life is respected and preserved. We promote a friendly and collaborative work environment. We are motivated by team camaraderie and are obsessed with doing the right thing for our plan sponsor clients and their plan participants. </span><br><br><span style=\"letter-spacing:-0.25pt;\"><b><span style=\"color:#2f5496;\">Team-Oriented</span></b></span><br><span style=\"letter-spacing:-0.25pt;\">Professionals typically work together in teams with multiple people from different departments to meet our clients’ needs. Our junior staff works with their team members to develop the skills and knowledge to succeed and assume more senior level positions as they progress at our firm. We welcome team members from different backgrounds with different perspectives to help us innovate and make a difference for our customers and our communities. </span><br><br><span style=\"letter-spacing:-0.25pt;\"><b><span style=\"color:#2f5496;\">Why World Investment Advisors? </span></b></span></span></span><ul><li style=\"margin-left:56px;text-align:justify;\"><span style=\"font-size:14px;\"><span style=\"font-family:Arial, Helvetica, sans-serif;\">Great company culture with an awesome team-oriented atmosphere! </span></span></li><li style=\"margin-left:56px;text-align:justify;\"><span style=\"font-size:14px;\"><span style=\"font-family:Arial, Helvetica, sans-serif;\">Professional growth opportunities </span></span></li><li style=\"margin-left:56px;text-align:justify;\"><span style=\"font-size:14px;\"><span style=\"font-family:Arial, Helvetica, sans-serif;\">Friendly and collaborative work environment </span></span></li></ul><br><span style=\"font-size:14px;\"><span style=\"font-family:Arial, Helvetica, sans-serif;\"><span style=\"letter-spacing:-0.25pt;\">World Investment Advisors is an equal opportunity employer. We believe the most effective way to attract, develop and retain a diverse workforce is to build an enduring culture of inclusion and belonging. Pensionmark is committed to equality and deeply believes in diversity, sexual orientation, gender, race, religion, ethnicity and other qualities that makes us all different.</span><br><br><span style=\"letter-spacing:-0.25pt;\"><sup>1</sup>As of 12/31/2024, the World Investment Advisors network of advisors and firms collectively provides support to over $72.7 billion in assets across a variety of channels including investment management and retirement plan consulting services. This includes regulatory assets under management (AUM) of over $56.2 billion.</span><br><br><strong>Compensation</strong><br>This position is located in Illinois. The base salary for this position at the time of this posting may range from $55,000 to $75,000. Individual compensation varies based on job-related factors, including business needs, experience, level of responsibility, and qualifications. We offer a competitive benefits package and variable pay programs, please visit <a href=\"https://www.worldinsurance.com/careersfor\">https://www.worldinsurance.com/careers</a> for more details.<br><br><b>To Executive Search Firms and Staffing Agencies</b><br>World does not accept unsolicited resumes from any agencies that have not signed a mutual service agreement. All unsolicited resumes will be considered World’s property, and World will not be obligated to pay a referral fee. This includes resumes submitted directly to Hiring Managers without contacting World’s Human Resources Talent Department. <br><br>#LI-NH1</span></span><br><br> ",
    "description_text": "Position Objective\n The Account Manager is responsible for providing general office support and a variety of client support and other related tasks. The Account Manager will be responsible for collecting, organizing, and analyzing client data as well as other administrative and support functions such as scheduling client appointments, greeting clients, answering incoming calls, receiving and processing investment checks, scanning and maintaining client information in CRM and completing applications and forms.\n Primary Responsibilities\n The Account Manager can expect to focus their work in the following areas: Client Communication Greet clients and guests in a professional, friendly and hospitable manner\n Answer telephones and direct callers to appropriate member of the firm\n Respond to client emails in a professional manner\n Attend client meetings in a technical, supporting, and learning role\n Client relationship development, including ongoing and regular client contact and communications\n Client Preparation Client support including performing a wide range of activities, such as data gathering and analysis, development of recommendations, implementation, and ongoing portfolio management – within a financial planning context.\n Assist advisors and clients in completing application, enrollment and other forms as needed\n Client service, including planning updates, portfolio changes and reviews, information data gathering, portfolio returns, and new opportunity identification\n Data gathering from clients for initial meeting, engagement meeting and ongoing management meetings. Prepare necessary documentation and agendas one week in advance of appointments.\n Manage the follow-up process including action items, next contact date, follow up letter, update and maintain CRM.\n Prepare and mail forms and applications to clients as needed\n Forward investment checks and enrollment/application forms to necessary broker\n Administrative Tasks Daily Downloads (Pershing, DST Fan Mail)\n Review alerts from custodians\n May buy and sell investments for clients at the advisor’s discretion\n Maintain electronic filing system, clear folders at the COB each day\n Administer and coordinate client billing process\n Consistently review accounts for compliance requirements\n Schedule client meetings with appropriate advisor\n Coordinate the pick-up and delivery of express mail services (UPS, Fed Ex)\n Scanning, filing, faxing and collating\n Place appropriate postage on outgoing mail and send via appropriate boxes\n Other Open and close the office (locking doors, turning off lights)\n Maintain kitchen area, stock refreshments and refrigerator\n Attend team meetings, Investment Committee Meetings and other meetings as necessary\n In addition to participation in the Financial Planning and Investment Committee meetings the CRA may participate in developing investment and financial planning strategies for the committees\n Complete special projects as needed\n Required Qualifications Self-confidence, personal integrity and an understanding of fiduciary responsibility\n A team player, with strong leadership skills and ability to multi-task and manage time effectively\n Ability to think through issues and problems from the client's perspective and offer solutions, willing to take responsibility for task completion, and seeks out ways to improve processes\n 2 years of relevant service-oriented experience and/or training, or equivalent combination of education and experience\n Ability to work independently on assigned tasks as well as to accept direction on given assignments\n Excellent verbal and written communication skills, and exceptional interpersonal communication skills\n Sound organizational skills and strong personal computer skills (MS Office Suite)\n Compensation\n Pay/benefits are competitive based on industry standards. Salary will be based on experience and industry benchmarks.\n Eligibility for Individual Performance as well as Firm-wide Incentive Bonuses\n Perks & Benefits 401(k) with Employer Match\n Health Insurance (with HSA option)\n Dental Insurance\n Vision Insurance\n Life Insurance\n Paid Time Off Policy\n Flexible Spending Account (FSA)\n Healthy Work/Life Balance\n Maternity/Paternity Leave Policy\n About World Investment Advisors\n World Investment Advisors is a nationally recognized financial services firm dedicated to providing the industry’s premier independent retirement plan and investment advisory services to employers, executives, and individual investors. Collectively, WIA supports $72.7B assets 1 across 100+ offices and 609 team members.\n Stimulating Environment\n At World Investment Advisors we strive to provide a challenging, stimulating environment for the best and brightest in the industry. We believe our employees can best serve our clients and advisors in an atmosphere where individuals are treated fairly, where professional growth is fostered and encouraged, and where a healthy balance between work and home life is respected and preserved. We promote a friendly and collaborative work environment. We are motivated by team camaraderie and are obsessed with doing the right thing for our plan sponsor clients and their plan participants.\n Team-Oriented\n Professionals typically work together in teams with multiple people from different departments to meet our clients’ needs. Our junior staff works with their team members to develop the skills and knowledge to succeed and assume more senior level positions as they progress at our firm. We welcome team members from different backgrounds with different perspectives to help us innovate and make a difference for our customers and our communities.\n Why World Investment Advisors? Great company culture with an awesome team-oriented atmosphere!\n Professional growth opportunities\n Friendly and collaborative work environment\n World Investment Advisors is an equal opportunity employer. We believe the most effective way to attract, develop and retain a diverse workforce is to build an enduring culture of inclusion and belonging. Pensionmark is committed to equality and deeply believes in diversity, sexual orientation, gender, race, religion, ethnicity and other qualities that makes us all different.\n 1 As of 12/31/2024, the World Investment Advisors network of advisors and firms collectively provides support to over $72.7 billion in assets across a variety of channels including investment management and retirement plan consulting services. This includes regulatory assets under management (AUM) of over $56.2 billion.\n Compensation\nThis position is located in Illinois. The base salary for this position at the time of this posting may range from $55,000 to $75,000. Individual compensation varies based on job-related factors, including business needs, experience, level of responsibility, and qualifications. We offer a competitive benefits package and variable pay programs, please visit  https://www.worldinsurance.com/careers  for more details.\n To Executive Search Firms and Staffing Agencies\nWorld does not accept unsolicited resumes from any agencies that have not signed a mutual service agreement. All unsolicited resumes will be considered World’s property, and World will not be obligated to pay a referral fee. This includes resumes submitted directly to Hiring Managers without contacting World’s Human Resources Talent Department.\n#LI-NH1",
    "jsonld_jobposting": {
      "url": "https://worldinsurance.applytojob.com/apply/pdf91THhHN/Customer-Support-Account-Manager",
      "@type": "JobPosting",
      "title": "Customer Support  Account Manager",
      "@context": "http://schema.org/",
      "datePosted": "2026-05-21",
      "description": "<span style=\"font-size:14px;\"><span style=\"font-family:Arial, Helvetica, sans-serif;\"><span style=\"letter-spacing:-0.25pt;\"><font color=\"#2f5496\"><b>Position Objective </b></font><br><span style=\"color:rgb(64,64,64);\">The Account Manager is responsible for providing general office support and a variety of client support and other related tasks. The Account Manager will be responsible for collecting, organizing, and analyzing client data as well as other administrative and support functions such as scheduling client appointments, greeting clients, answering incoming calls, receiving and processing investment checks, scanning and maintaining client information in CRM and completing applications and forms.</span></span><br><br><span style=\"letter-spacing:-0.25pt;\"><b><span style=\"color:#2f5496;\">Primary Responsibilities</span></b></span><br><span style=\"vertical-align:middle;\"><span style=\"letter-spacing:-0.25pt;\"><span style=\"color:#404040;\"><span style=\"letter-spacing:0pt;\">The Account Manager can expect to focus their work in the following areas:</span></span></span></span></span></span><ul><li style=\"margin-left:32px;text-align:justify;\"><span style=\"font-size:14px;\"><span style=\"font-family:Arial, Helvetica, sans-serif;\"><span style=\"vertical-align:middle;\"><span style=\"letter-spacing:-0.25pt;\"><b><span style=\"color:#404040;\"><span style=\"letter-spacing:0pt;\">Client Communication</span></span></b></span></span></span></span><ul style=\"list-style-type:circle;\"><li style=\"margin-left:8px;text-align:justify;\"><span style=\"font-size:14px;\"><span style=\"font-family:Arial, Helvetica, sans-serif;\"><span style=\"vertical-align:middle;\"><span style=\"letter-spacing:-0.25pt;\"><span style=\"color:#404040;\"><span style=\"letter-spacing:0pt;\">Greet clients and guests in a professional, friendly and hospitable manner</span></span></span></span></span></span></li><li style=\"margin-left:8px;text-align:justify;\"><span style=\"font-size:14px;\"><span style=\"font-family:Arial, Helvetica, sans-serif;\"><span style=\"vertical-align:middle;\"><span style=\"letter-spacing:-0.25pt;\"><span style=\"color:#404040;\"><span style=\"letter-spacing:0pt;\">Answer telephones and direct callers to appropriate member of the firm</span></span></span></span></span></span></li><li style=\"margin-left:8px;text-align:justify;\"><span style=\"font-size:14px;\"><span style=\"font-family:Arial, Helvetica, sans-serif;\"><span style=\"vertical-align:middle;\"><span style=\"letter-spacing:-0.25pt;\"><span style=\"color:#404040;\"><span style=\"letter-spacing:0pt;\">Respond to client emails in a professional manner</span></span></span></span></span></span></li><li style=\"margin-left:8px;text-align:justify;\"><span style=\"font-size:14px;\"><span style=\"font-family:Arial, Helvetica, sans-serif;\"><span style=\"vertical-align:middle;\"><span style=\"letter-spacing:-0.25pt;\"><span style=\"color:#404040;\"><span style=\"letter-spacing:0pt;\">Attend client meetings in a technical, supporting, and learning role</span></span></span></span></span></span></li><li style=\"margin-left:8px;text-align:justify;\"><span style=\"font-size:14px;\"><span style=\"font-family:Arial, Helvetica, sans-serif;\"><span style=\"vertical-align:middle;\"><span style=\"letter-spacing:-0.25pt;\"><span style=\"color:#404040;\"><span style=\"letter-spacing:0pt;\">Client relationship development, including ongoing and regular client contact and communications</span></span></span></span></span></span></li></ul></li></ul><ul><li style=\"margin-left:32px;text-align:justify;\"><span style=\"font-size:14px;\"><span style=\"font-family:Arial, Helvetica, sans-serif;\"><span style=\"vertical-align:middle;\"><span style=\"letter-spacing:-0.25pt;\"><b><span style=\"color:#404040;\"><span style=\"letter-spacing:0pt;\">Client Preparation</span></span></b></span></span></span></span><ul style=\"list-style-type:circle;\"><li style=\"margin-left:8px;text-align:justify;\"><span style=\"font-size:14px;\"><span style=\"font-family:Arial, Helvetica, sans-serif;\"><span style=\"vertical-align:middle;\"><span style=\"letter-spacing:-0.25pt;\"><span style=\"color:#404040;\"><span style=\"letter-spacing:0pt;\">Client support including performing a wide range of activities, such as data gathering and analysis, development of recommendations, implementation, and ongoing portfolio management – within a financial planning context.</span></span></span></span></span></span></li><li style=\"margin-left:8px;text-align:justify;\"><span style=\"font-size:14px;\"><span style=\"font-family:Arial, Helvetica, sans-serif;\"><span style=\"vertical-align:middle;\"><span style=\"letter-spacing:-0.25pt;\"><span style=\"color:#404040;\"><span style=\"letter-spacing:0pt;\">Assist advisors and clients in completing application, enrollment and other forms as needed</span></span></span></span></span></span></li><li style=\"margin-left:8px;text-align:justify;\"><span style=\"font-size:14px;\"><span style=\"font-family:Arial, Helvetica, sans-serif;\"><span style=\"vertical-align:middle;\"><span style=\"letter-spacing:-0.25pt;\"><span style=\"color:#404040;\"><span style=\"letter-spacing:0pt;\">Client service, including planning updates, portfolio changes and reviews, information data gathering, portfolio returns, and new opportunity identification</span></span></span></span></span></span></li><li style=\"margin-left:8px;text-align:justify;\"><span style=\"font-size:14px;\"><span style=\"font-family:Arial, Helvetica, sans-serif;\"><span style=\"vertical-align:middle;\"><span style=\"letter-spacing:-0.25pt;\"><span style=\"color:#404040;\"><span style=\"letter-spacing:0pt;\">Data gathering from clients for initial meeting, engagement meeting and ongoing management meetings. Prepare necessary documentation and agendas one week in advance of appointments.</span></span></span></span></span></span></li><li style=\"margin-left:8px;text-align:justify;\"><span style=\"font-size:14px;\"><span style=\"font-family:Arial, Helvetica, sans-serif;\"><span style=\"vertical-align:middle;\"><span style=\"letter-spacing:-0.25pt;\"><span style=\"color:#404040;\"><span style=\"letter-spacing:0pt;\">Manage the follow-up process including action items, next contact date, follow up letter, update and maintain CRM. </span></span></span></span></span></span></li><li style=\"margin-left:8px;text-align:justify;\"><span style=\"font-size:14px;\"><span style=\"font-family:Arial, Helvetica, sans-serif;\"><span style=\"vertical-align:middle;\"><span style=\"letter-spacing:-0.25pt;\"><span style=\"color:#404040;\"><span style=\"letter-spacing:0pt;\">Prepare and mail forms and applications to clients as needed</span></span></span></span></span></span></li><li style=\"margin-left:8px;text-align:justify;\"><span style=\"font-size:14px;\"><span style=\"font-family:Arial, Helvetica, sans-serif;\"><span style=\"vertical-align:middle;\"><span style=\"letter-spacing:-0.25pt;\"><span style=\"color:#404040;\"><span style=\"letter-spacing:0pt;\">Forward investment checks and enrollment/application forms to necessary broker</span></span></span></span></span></span></li></ul></li></ul><ul><li style=\"margin-left:32px;text-align:justify;\"><span style=\"font-size:14px;\"><span style=\"font-family:Arial, Helvetica, sans-serif;\"><span style=\"vertical-align:middle;\"><b><span style=\"color:#404040;\">Administrative Tasks</span></b></span></span></span><ul style=\"list-style-type:circle;\"><li style=\"margin-left:8px;text-align:justify;\"><span style=\"font-size:14px;\"><span style=\"font-family:Arial, Helvetica, sans-serif;\"><span style=\"vertical-align:middle;\"><span style=\"letter-spacing:-0.25pt;\"><span style=\"color:#404040;\"><span style=\"letter-spacing:0pt;\">Daily Downloads (Pershing, DST Fan Mail)</span></span></span></span></span></span></li><li style=\"margin-left:8px;text-align:justify;\"><span style=\"font-size:14px;\"><span style=\"font-family:Arial, Helvetica, sans-serif;\"><span style=\"vertical-align:middle;\"><span style=\"letter-spacing:-0.25pt;\"><span style=\"color:#404040;\"><span style=\"letter-spacing:0pt;\">Review alerts from custodians</span></span></span></span></span></span></li><li style=\"margin-left:8px;text-align:justify;\"><span style=\"font-size:14px;\"><span style=\"font-family:Arial, Helvetica, sans-serif;\"><span style=\"vertical-align:middle;\"><span style=\"letter-spacing:-0.25pt;\"><span style=\"color:#404040;\"><span style=\"letter-spacing:0pt;\">May buy and sell investments for clients at the advisor’s discretion</span></span></span></span></span></span></li><li style=\"margin-left:8px;text-align:justify;\"><span style=\"font-size:14px;\"><span style=\"font-family:Arial, Helvetica, sans-serif;\"><span style=\"vertical-align:middle;\"><span style=\"letter-spacing:-0.25pt;\"><span style=\"color:#404040;\"><span style=\"letter-spacing:0pt;\">Maintain electronic filing system, clear folders at the COB each day</span></span></span></span></span></span></li><li style=\"margin-left:8px;text-align:justify;\"><span style=\"font-size:14px;\"><span style=\"font-family:Arial, Helvetica, sans-serif;\"><span style=\"vertical-align:middle;\"><span style=\"letter-spacing:-0.25pt;\"><span style=\"color:#404040;\"><span style=\"letter-spacing:0pt;\">Administer and coordinate client billing process</span></span></span></span></span></span></li><li style=\"margin-left:8px;text-align:justify;\"><span style=\"font-size:14px;\"><span style=\"font-family:Arial, Helvetica, sans-serif;\"><span style=\"vertical-align:middle;\"><span style=\"letter-spacing:-0.25pt;\"><span style=\"color:#404040;\"><span style=\"letter-spacing:0pt;\">Consistently review accounts for compliance requirements</span></span></span></span></span></span></li><li style=\"margin-left:8px;text-align:justify;\"><span style=\"font-size:14px;\"><span style=\"font-family:Arial, Helvetica, sans-serif;\"><span style=\"vertical-align:middle;\"><span style=\"letter-spacing:-0.25pt;\"><span style=\"color:#404040;\"><span style=\"letter-spacing:0pt;\">Schedule client meetings with appropriate advisor</span></span></span></span></span></span></li><li style=\"margin-left:8px;text-align:justify;\"><span style=\"font-size:14px;\"><span style=\"font-family:Arial, Helvetica, sans-serif;\"><span style=\"vertical-align:middle;\"><span style=\"letter-spacing:-0.25pt;\"><span style=\"color:#404040;\"><span style=\"letter-spacing:0pt;\">Coordinate the pick-up and delivery of express mail services (UPS, Fed Ex)</span></span></span></span></span></span></li><li style=\"margin-left:8px;text-align:justify;\"><span style=\"font-size:14px;\"><span style=\"font-family:Arial, Helvetica, sans-serif;\"><span style=\"vertical-align:middle;\"><span style=\"letter-spacing:-0.25pt;\"><span style=\"color:#404040;\"><span style=\"letter-spacing:0pt;\">Scanning, filing, faxing and collating</span></span></span></span></span></span></li><li style=\"margin-left:8px;text-align:justify;\"><span style=\"font-size:14px;\"><span style=\"font-family:Arial, Helvetica, sans-serif;\"><span style=\"vertical-align:middle;\"><span style=\"letter-spacing:-0.25pt;\"><span style=\"color:#404040;\"><span style=\"letter-spacing:0pt;\">Place appropriate postage on outgoing mail and send via appropriate boxes </span></span></span></span></span></span></li></ul></li></ul><ul><li style=\"margin-left:32px;text-align:justify;\"><span style=\"font-size:14px;\"><span style=\"font-family:Arial, Helvetica, sans-serif;\"><span style=\"vertical-align:middle;\"><span style=\"letter-spacing:-0.25pt;\"><b><span style=\"color:#404040;\"><span style=\"letter-spacing:0pt;\">Other</span></span></b></span></span></span></span><ul style=\"list-style-type:circle;\"><li style=\"margin-left:8px;text-align:justify;\"><span style=\"font-size:14px;\"><span style=\"font-family:Arial, Helvetica, sans-serif;\"><span style=\"vertical-align:middle;\"><span style=\"letter-spacing:-0.25pt;\"><span style=\"color:#404040;\"><span style=\"letter-spacing:0pt;\">Open and close the office (locking doors, turning off lights)</span></span></span></span></span></span></li><li style=\"margin-left:8px;text-align:justify;\"><span style=\"font-size:14px;\"><span style=\"font-family:Arial, Helvetica, sans-serif;\"><span style=\"vertical-align:middle;\"><span style=\"letter-spacing:-0.25pt;\"><span style=\"color:#404040;\"><span style=\"letter-spacing:0pt;\">Maintain kitchen area, stock refreshments and refrigerator</span></span></span></span></span></span></li><li style=\"margin-left:8px;text-align:justify;\"><span style=\"font-size:14px;\"><span style=\"font-family:Arial, Helvetica, sans-serif;\"><span style=\"vertical-align:middle;\"><span style=\"letter-spacing:-0.25pt;\"><span style=\"color:#404040;\"><span style=\"letter-spacing:0pt;\">Attend team meetings, Investment Committee Meetings and other meetings as necessary</span></span></span></span></span></span></li><li style=\"margin-left:8px;text-align:justify;\"><span style=\"font-size:14px;\"><span style=\"font-family:Arial, Helvetica, sans-serif;\"><span style=\"vertical-align:middle;\"><span style=\"letter-spacing:-0.25pt;\"><span style=\"color:#404040;\"><span style=\"letter-spacing:0pt;\">In addition to participation in the Financial Planning and Investment Committee meetings the CRA may participate in developing investment and financial planning strategies for the committees</span></span></span></span></span></span></li><li style=\"margin-left:8px;text-align:justify;\"><span style=\"font-size:14px;\"><span style=\"font-family:Arial, Helvetica, sans-serif;\"><span style=\"vertical-align:middle;\"><span style=\"letter-spacing:-0.25pt;\"><span style=\"color:#404040;\"><span style=\"letter-spacing:0pt;\">Complete special projects as needed</span></span></span></span></span></span></li></ul></li></ul><br><span style=\"font-size:14px;\"><span style=\"font-family:Arial, Helvetica, sans-serif;\"><span style=\"letter-spacing:-0.25pt;\"><b><span style=\"color:#2f5496;\">Required Qualifications</span></b></span></span></span><ul style=\"list-style-type:circle;\"><li style=\"margin-left:56px;text-align:justify;\"><span style=\"font-size:14px;\"><span style=\"font-family:Arial, Helvetica, sans-serif;\"><span style=\"color:#404040;\">Self-confidence, personal integrity and an understanding of fiduciary responsibility</span></span></span></li><li style=\"margin-left:56px;text-align:justify;\"><span style=\"font-size:14px;\"><span style=\"font-family:Arial, Helvetica, sans-serif;\"><span style=\"color:#404040;\">A team player, with strong leadership skills and ability to multi-task and manage time effectively</span></span></span></li><li style=\"margin-left:56px;text-align:justify;\"><span style=\"font-size:14px;\"><span style=\"font-family:Arial, Helvetica, sans-serif;\"><span style=\"color:#404040;\">Ability to think through issues and problems from the client's perspective and offer solutions, willing to take responsibility for task completion, and seeks out ways to improve processes</span></span></span></li><li style=\"margin-left:56px;text-align:justify;\"><span style=\"font-size:14px;\"><span style=\"font-family:Arial, Helvetica, sans-serif;\"><span style=\"color:#404040;\">2 years of relevant service-oriented experience and/or training, or equivalent combination of education and experience</span></span></span></li><li style=\"margin-left:56px;text-align:justify;\"><span style=\"font-size:14px;\"><span style=\"font-family:Arial, Helvetica, sans-serif;\"><span style=\"color:#404040;\">Ability to work independently on assigned tasks as well as to accept direction on given assignments</span></span></span></li><li style=\"margin-left:56px;text-align:justify;\"><span style=\"font-size:14px;\"><span style=\"font-family:Arial, Helvetica, sans-serif;\"><span style=\"color:#404040;\">Excellent verbal and written communication skills, and exceptional interpersonal communication skills</span></span></span></li><li style=\"margin-left:56px;text-align:justify;\"><span style=\"font-size:14px;\"><span style=\"font-family:Arial, Helvetica, sans-serif;\"><span style=\"color:#404040;\">Sound organizational skills and strong personal computer skills (MS Office Suite)</span></span></span></li></ul><br><span style=\"font-size:14px;\"><span style=\"font-family:Arial, Helvetica, sans-serif;\"><span style=\"letter-spacing:-0.25pt;\"><b><span style=\"color:#2f5496;\">Compensation </span></b></span><br><span style=\"letter-spacing:-0.25pt;\">Pay/benefits are competitive based on industry standards.</span></span></span><ul style=\"list-style-type:circle;\"><li style=\"margin-left:56px;text-align:justify;\"><span style=\"font-size:14px;\"><span style=\"font-family:Arial, Helvetica, sans-serif;\">Salary will be based on experience and industry benchmarks.</span></span></li><li style=\"margin-left:56px;text-align:justify;\"><span style=\"font-size:14px;\"><span style=\"font-family:Arial, Helvetica, sans-serif;\">Eligibility for Individual Performance as well as Firm-wide Incentive Bonuses</span></span></li></ul><br><span style=\"font-size:14px;\"><span style=\"font-family:Arial, Helvetica, sans-serif;\"><span style=\"letter-spacing:-0.25pt;\"><b><span style=\"color:#2f5496;\">Perks & Benefits</span></b></span></span></span><ul style=\"list-style-type:circle;\"><li style=\"margin-left:56px;text-align:justify;\"><span style=\"font-size:14px;\"><span style=\"font-family:Arial, Helvetica, sans-serif;\">401(k) with Employer Match</span></span></li><li style=\"margin-left:56px;text-align:justify;\"><span style=\"font-size:14px;\"><span style=\"font-family:Arial, Helvetica, sans-serif;\">Health Insurance (with HSA option)</span></span></li><li style=\"margin-left:56px;text-align:justify;\"><span style=\"font-size:14px;\"><span style=\"font-family:Arial, Helvetica, sans-serif;\">Dental Insurance</span></span></li><li style=\"margin-left:56px;text-align:justify;\"><span style=\"font-size:14px;\"><span style=\"font-family:Arial, Helvetica, sans-serif;\">Vision Insurance</span></span></li><li style=\"margin-left:56px;text-align:justify;\"><span style=\"font-size:14px;\"><span style=\"font-family:Arial, Helvetica, sans-serif;\">Life Insurance</span></span></li><li style=\"margin-left:56px;text-align:justify;\"><span style=\"font-size:14px;\"><span style=\"font-family:Arial, Helvetica, sans-serif;\">Paid Time Off Policy</span></span></li><li style=\"margin-left:56px;text-align:justify;\"><span style=\"font-size:14px;\"><span style=\"font-family:Arial, Helvetica, sans-serif;\">Flexible Spending Account (FSA)</span></span></li><li style=\"margin-left:56px;text-align:justify;\"><span style=\"font-size:14px;\"><span style=\"font-family:Arial, Helvetica, sans-serif;\">Healthy Work/Life Balance</span></span></li><li style=\"margin-left:56px;text-align:justify;\"><span style=\"font-size:14px;\"><span style=\"font-family:Arial, Helvetica, sans-serif;\">Maternity/Paternity Leave Policy</span></span></li></ul><br><span style=\"font-size:14px;\"><span style=\"font-family:Arial, Helvetica, sans-serif;\"><span style=\"letter-spacing:-0.25pt;\"><b><span style=\"color:#2f5496;\">About World Investment Advisors</span></b></span><br><span style=\"letter-spacing:-0.25pt;\">World Investment Advisors is a nationally recognized financial services firm dedicated to providing the industry’s premier independent retirement plan and investment advisory services to employers, executives, and individual investors. Collectively, WIA supports $72.7B assets<sup>1</sup> across 100+ offices and 609 team members.</span><br><br><span style=\"letter-spacing:-0.25pt;\"><b><span style=\"color:#2f5496;\">Stimulating Environment</span></b></span><br><span style=\"letter-spacing:-0.25pt;\">At World Investment Advisors we strive to provide a challenging, stimulating environment for the best and brightest in the industry. We believe our employees can best serve our clients and advisors in an atmosphere where individuals are treated fairly, where professional growth is fostered and encouraged, and where a healthy balance between work and home life is respected and preserved. We promote a friendly and collaborative work environment. We are motivated by team camaraderie and are obsessed with doing the right thing for our plan sponsor clients and their plan participants. </span><br><br><span style=\"letter-spacing:-0.25pt;\"><b><span style=\"color:#2f5496;\">Team-Oriented</span></b></span><br><span style=\"letter-spacing:-0.25pt;\">Professionals typically work together in teams with multiple people from different departments to meet our clients’ needs. Our junior staff works with their team members to develop the skills and knowledge to succeed and assume more senior level positions as they progress at our firm. We welcome team members from different backgrounds with different perspectives to help us innovate and make a difference for our customers and our communities. </span><br><br><span style=\"letter-spacing:-0.25pt;\"><b><span style=\"color:#2f5496;\">Why World Investment Advisors? </span></b></span></span></span><ul><li style=\"margin-left:56px;text-align:justify;\"><span style=\"font-size:14px;\"><span style=\"font-family:Arial, Helvetica, sans-serif;\">Great company culture with an awesome team-oriented atmosphere! </span></span></li><li style=\"margin-left:56px;text-align:justify;\"><span style=\"font-size:14px;\"><span style=\"font-family:Arial, Helvetica, sans-serif;\">Professional growth opportunities </span></span></li><li style=\"margin-left:56px;text-align:justify;\"><span style=\"font-size:14px;\"><span style=\"font-family:Arial, Helvetica, sans-serif;\">Friendly and collaborative work environment </span></span></li></ul><br><span style=\"font-size:14px;\"><span style=\"font-family:Arial, Helvetica, sans-serif;\"><span style=\"letter-spacing:-0.25pt;\">World Investment Advisors is an equal opportunity employer. We believe the most effective way to attract, develop and retain a diverse workforce is to build an enduring culture of inclusion and belonging. Pensionmark is committed to equality and deeply believes in diversity, sexual orientation, gender, race, religion, ethnicity and other qualities that makes us all different.</span><br><br><span style=\"letter-spacing:-0.25pt;\"><sup>1</sup>As of 12/31/2024, the World Investment Advisors network of advisors and firms collectively provides support to over $72.7 billion in assets across a variety of channels including investment management and retirement plan consulting services. This includes regulatory assets under management (AUM) of over $56.2 billion.</span><br><br><strong>Compensation</strong><br>This position is located in Illinois. The base salary for this position at the time of this posting may range from $55,000 to $75,000. Individual compensation varies based on job-related factors, including business needs, experience, level of responsibility, and qualifications. We offer a competitive benefits package and variable pay programs, please visit <a href=\"https://www.worldinsurance.com/careersfor\">https://www.worldinsurance.com/careers</a> for more details.<br><br><b>To Executive Search Firms and Staffing Agencies</b><br>World does not accept unsolicited resumes from any agencies that have not signed a mutual service agreement. All unsolicited resumes will be considered World’s property, and World will not be obligated to pay a referral fee. This includes resumes submitted directly to Hiring Managers without contacting World’s Human Resources Talent Department. <br><br>#LI-NH1</span></span><br><br> ",
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          "addressRegion": "IL",
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