At a glance
Automatically prepared from the listing. Check the original description for the full requirements.
Jump to the original descriptionResponsibilities
The Account Manager will build and maintain professional client relationships, assist with onboarding and client support processes, and contribute to business development efforts. They will also support financial education initiatives and participate in mentorship and leadership development programs.
Requirements
Candidates should be coachable, growth-oriented, and strong communicators. Experience in customer service or related fields is helpful but not required, as training and mentorship will be provided.
Working hours
40 hours per week
Work arrangement
Remote Solely
Skills
- Client Relations
- Financial Education
- Communication
- Mentorship
- Leadership
- Teamwork
- Customer Service
- Onboarding
- Support
- Business Development
- Growth Mindset
- Accountability
- Professional Development
- Relationship Building
- Service Orientation
- Dependability
Remote locations (standardized)
Visa sponsorship
Not detected in the job text
Categories
- Finance & Accounting
- Customer Service & Support
- Education
- Management & Leadership
Keywords
- Financial Education
- Client Relations
- Mentorship
- Leadership Development
- Customer Service
- Onboarding
- Support
- Business Development
- Team Growth
- Remote Work
- Professional Development
- Growth Mindset
- Integrity
- Accountability
- Relationship Building
- Service Orientation
Original job description
Build More Than a Career. Build Impact.
At Greenleaf Financial Services, we believe financial education has the power to change lives. Our mission is to help families create stronger financial futures through education, relationship-driven support, and leadership development.
We are building a culture centered around growth, integrity, mentorship, and service. We are looking for motivated individuals who want more than just a position. We are seeking people who want to grow personally, professionally, and financially while making a meaningful impact in the lives of others.
Our Core Values 🌿
* Integrity First – Doing what is right, even when no one is watching
* Growth Mindset – Constantly improving personally and professionally
* Leadership Through Service – Leading by helping others succeed
* Consistency & Accountability – Small actions repeated daily create momentum
* Relationships Matter – People come before transactions
* Culture of Mentorship – Never building alone
What You'll Do
* Build and maintain professional client relationships
* Assist with onboarding and client support processes
* Coordinate appointments and follow-up communication
* Participate in mentorship and leadership development programs
* Support financial education initiatives for families and individuals
* Work within a collaborative, growth-focused environment
* Contribute to business development and team growth efforts
* Obtain and maintain any required state financial services licensing
What We Offer
Flexible remote schedule
Professional mentorship and training
Leadership development opportunities
Growth-focused culture
Performance-based advancement opportunities
Supportive team environment
Ongoing professional development
Who Thrives Here
We are looking for individuals who are:
* Coachable and growth-oriented
* Strong communicators
* Professional and dependable
* Motivated to learn and lead
* Positive team players
* Comfortable working remotely
Experience in customer service, education, management, hospitality, healthcare, administration, or leadership roles is helpful but not required. No prior experience is required. Training and mentorship are provided.
Compensation
Compensation structure varies based on participation level, responsibilities, and performance.
If you are looking for a flexible opportunity with mentorship, leadership development, and long-term growth while helping individuals and families build stronger financial futures, we encourage you to apply and learn more about Greenleaf Financial Services.
