About this role
Account Manager (Client Services) at Hummel Group Inc. Location: Orrville, Ohio, United States. Role: preparing reports, servicing clients, onboarding clients Requirements: Servicing existing clients and supporting financial advisors; preparing financial reports, onboarding new clients, processing account transfers, strong communication, MS Word/Excel/Outlook proficiency, high school diploma, SIE completed before start, valid driver's license and insurable record, fingerprint/background check, some travel. Category: Customer Service Seniority: Entry Level Tools: Microsoft Word, Microsoft Excel, Microsoft Outlook Certifications: securities industry essentials (sie) Commitment: Full Time Workplace: Onsite Languages: English