Overview
Strategic Client Success Manager — Financial Services Jobs in Orrville, USA at Hummel Group Inc
Hummel Group Inc in Orrville, Ohio, seeks an Account Manager to handle the daily servicing of clients alongside the Financial Advisor. Responsibilities include preparing for client meetings, onboarding new clients, and managing account processes. Applicants ideally have a high school diploma and 1-3 years of experience in financial services.
An understanding of financial service products and excellent communication skills are essential for this role. The position requires regular office work and some travel as needed.
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Title: Strategic Client Success Manager — Financial Services
Company: Hummel Group Inc
Location: Orrville, USA
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