Hiring: Account Manager Company: CapstoneWealth Location: Oxford, FL Job Posted Time: 2026-09-09 18:05:00 Employment Type: Full-time / On-site Target Skills & Keywords : Rust About the job Qualifications: •Demonstrated ability to manage client relationships, provide responsive service, and maintain a professional, client-centered demeanor. •Strong organizational and time management skills, including the ability to handle multiple accounts, priorities, and deadlines with attention to detail. •Comfort working with financial data, account documentation, and basic investment or retirement concepts; prior experience in financial services is preferred. •Proficiency with office productivity tools (e.g., CRM systems, spreadsheets, word processing, email) and willingness to learn new platforms as needed. •Excellent written and verbal communication skills, including clear, courteous interaction with clients and internal team members. •Ability to work collaboratively in an on-site team environment in Oxford, FL, and maintain confidentiality with sensitive client information. •Associate or bachelor’s degree in business, finance, communications, or a related field, or equivalent relevant experience. •Relevant licenses or certifications (such as Series 6, Series 7, or insurance licenses) are a plus and may be supported after hire. Interested candidates, please apply directly through the job posting on company's career page or try via AI auto apply on this platform. Don't miss this opportunity to join a forward-thinking team!