Strategic Client Services Account Manager
Job in
Wooster, Wayne County, Ohio, 44691, USA
Listed on 2026-07-10
Listing for:
Hummel Group
Full Time
position Listed on 2026-07-10
Job specializations:
-
Finance & Banking
-
Sales
Job Description & How to Apply Below
Hummel Group in Wooster, OH is seeking an Account Manager (Client Services) to service existing clients alongside the Financial Advisor, build relationships, and support account activity.
You will prepare financial reports, prefill applications, onboard new clients, handle transfers and rollovers, schedule meetings, and may process trades or distributions as directed. A background in financial services and a valid driver's license are required.
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