Account Manager (Client Services)

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    "description": "<p><img alt=\"Logo\" src=\"https://cdn.prod.website-files.com/650df01f4febe4e957e900df/651211a470ad7f9398c7dd67_logo-Hummel.svg\" /></p>\n\n<p><span style=\"font-family:Calibri,sans-serif\"><strong><span style=\"font-family:&quot;Times New Roman&quot;,serif\">GENERAL PURPOSE: </span></strong></span></p>\n\n<p><span style=\"font-family:&quot;Times New Roman&quot;,serif\">The Account Manager is responsible for the day-to-day servicing of existing clients in tandem with the Financial Advisor. The Account Manager is responsible for developing and maintaining relationships with existing clients. </span></p>\n\n<p><span style=\"font-family:Calibri,sans-serif\"><strong><span style=\"background-color:white\"><span style=\"font-family:&quot;Times New Roman&quot;,serif\"><span style=\"color:black\">ESSENTIAL JOB RESPONSIBILITIES:</span></span></span></strong></span></p>\n\n<p><span style=\"font-family:Calibri,sans-serif\"><span style=\"font-family:&quot;Times New Roman&quot;,serif\">To perform this job successfully, an individual must be able to perform each essential duty satisfactorily.&nbsp; The requirements listed below are representative of the knowledge, skill and/or ability required.&nbsp; Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.</span></span></p>\n\n<ul>\n\t<li><span style=\"font-family:Calibri,sans-serif\"><span style=\"font-family:&quot;Times New Roman&quot;,serif\"><span style=\"color:black\">Conducts preparatory work for client meetings including generating financial reports and prefilling applications.</span></span></span></li>\n\t<li><span style=\"font-family:Calibri,sans-serif\"><span style=\"font-family:&quot;Times New Roman&quot;,serif\"><span style=\"color:black\">Completes assigned action items following client meetings at the request of the Financial Advisor. </span></span></span></li>\n\t<li><span style=\"font-family:Calibri,sans-serif\"><span style=\"font-family:&quot;Times New Roman&quot;,serif\"><span style=\"color:black\">Executes day-to-day service needs for existing clients. &nbsp;&nbsp;</span></span></span></li>\n\t<li><span style=\"font-family:Calibri,sans-serif\"><span style=\"font-family:&quot;Times New Roman&quot;,serif\"><span style=\"color:black\">Assists in the process of onboarding new clients by establishing new accounts, gathering necessary documentation, and updating client database.</span></span></span></li>\n\t<li><span style=\"font-family:Calibri,sans-serif\"><span style=\"font-family:&quot;Times New Roman&quot;,serif\"><span style=\"color:black\">Executes account transfer and rollover processing at the direction of the Financial Advisor.</span></span></span></li>\n\t<li><span style=\"font-family:Calibri,sans-serif\"><span style=\"font-family:&quot;Times New Roman&quot;,serif\"><span style=\"color:black\">Schedules client meetings on behalf of the Financial Advisor.</span></span></span></li>\n\t<li><span style=\"font-family:Calibri,sans-serif\"><span style=\"font-family:&quot;Times New Roman&quot;,serif\"><span style=\"color:black\">May process trades and distributions at the direction of the Financial Advisor.</span></span></span></li>\n\t<li><span style=\"font-family:Calibri,sans-serif\"><span style=\"font-family:&quot;Times New Roman&quot;,serif\"><span style=\"color:black\">May mentor other Account Managers or Assistant Account Managers.</span></span></span></li>\n\t<li><span style=\"font-family:Calibri,sans-serif\"><span style=\"font-family:&quot;Times New Roman&quot;,serif\"><span style=\"color:black\">May attend client meetings.</span></span></span></li>\n\t<li><span style=\"font-family:Calibri,sans-serif\"><span style=\"font-family:&quot;Times New Roman&quot;,serif\"><span style=\"color:black\">Other job duties as assigned.</span></span></span></li>\n</ul>\n",
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    "qualifications": "<p><span style=\"font-family:Calibri,sans-serif\"><strong><span style=\"background-color:white\"><span style=\"font-family:&quot;Times New Roman&quot;,serif\"><span style=\"color:black\">REQUIREMENTS: </span></span></span></strong></span></p>\n\n<p><span style=\"font-family:&quot;Times New Roman&quot;,serif\"><strong><em><span style=\"color:black\">Knowledge, Skill and Ability</span></em></strong></span></p>\n\n<ul>\n\t<li><span style=\"font-family:&quot;Times New Roman&quot;,serif\"><span style=\"color:black\">Fundamental understanding of financial service products and markets.</span></span></li>\n\t<li><span style=\"font-family:&quot;Times New Roman&quot;,serif\"><span style=\"color:black\">Excellent communication skills.</span></span></li>\n\t<li><span style=\"font-family:&quot;Times New Roman&quot;,serif\"><span style=\"color:black\">Ability to recognize problems and recommend solutions if a follow-up item does not<strong><em> </em></strong>appear to be correct or needs further review.</span></span></li>\n\t<li><span style=\"font-family:&quot;Times New Roman&quot;,serif\"><span style=\"color:black\">Working knowledge of computer software packages, including Microsoft Word, Excel, and<strong><em> </em></strong>Outlook.</span></span></li>\n\t<li><span style=\"font-family:&quot;Times New Roman&quot;,serif\"><span style=\"color:black\">Ability to use general office equipment including a computer, calculator, typewriter, fax machine, copier, and telephone.</span></span></li>\n</ul>\n\n<p><span style=\"font-family:&quot;Times New Roman&quot;,serif\"><strong><em>Education or Experience</em></strong>&nbsp;</span></p>\n\n<ul>\n\t<li><span style=\"font-family:&quot;Times New Roman&quot;,serif\">High School Diploma or equivalent.&nbsp; </span></li>\n\t<li><span style=\"font-family:&quot;Times New Roman&quot;,serif\">One to three years of experience in the Financial Services is preferred.</span></li>\n\t<li><span style=\"font-family:&quot;Times New Roman&quot;,serif\">Securities Industry Essentials (SIE) must be completed before start date.</span></li>\n\t<li><span style=\"font-family:&quot;Times New Roman&quot;,serif\">Must have a&nbsp;current driver&nbsp;license and&nbsp;an&nbsp;insurable driving record.&nbsp;&nbsp;</span></li>\n\t<li><span style=\"font-family:&quot;Times New Roman&quot;,serif\">Must pass the requirements of our broker dealer including fingerprinting and background check. </span></li>\n</ul>\n\n<p><span style=\"font-family:Calibri,sans-serif\"><strong><em><span style=\"background-color:white\"><span style=\"font-family:&quot;Times New Roman&quot;,serif\"><span style=\"color:black\">Working Environment/ Physical Activities</span></span></span></em></strong></span></p>\n\n<ul>\n\t<li><span style=\"font-family:Calibri,sans-serif\"><span style=\"background-color:white\"><span style=\"font-family:&quot;Times New Roman&quot;,serif\"><span style=\"color:black\">General Office work environment. </span></span></span></span></li>\n\t<li><span style=\"font-family:Calibri,sans-serif\"><span style=\"background-color:white\"><span style=\"font-family:&quot;Times New Roman&quot;,serif\"><span style=\"color:black\">Requires regular use of arms, hands, and fingers. </span></span></span></span></li>\n\t<li><span style=\"font-family:Calibri,sans-serif\"><span style=\"background-color:white\"><span style=\"font-family:&quot;Times New Roman&quot;,serif\"><span style=\"color:black\">Frequently required to sit for extended periods of time, reach with arm and hands, stand, walk, stoop, talk and hear. </span></span></span></span></li>\n\t<li><span style=\"font-family:Calibri,sans-serif\"><span style=\"background-color:white\"><span style=\"font-family:&quot;Times New Roman&quot;,serif\"><span style=\"color:black\">Required to lift and/or move up to 10 pounds. </span></span></span></span></li>\n\t<li><span style=\"font-family:Calibri,sans-serif\"><span style=\"background-color:white\"><span style=\"font-family:&quot;Times New Roman&quot;,serif\"><span style=\"color:black\">Requires travel as needed, with some overnight business trips. </span></span></span></span></li>\n</ul>\n\n<p>&nbsp;</p>\n\n<p><span style=\"font-family:Calibri,sans-serif\"><strong><em><span style=\"font-family:&quot;Times New Roman&quot;,serif\">HIPAA Compliance </span></em></strong></span></p>\n\n<p><span style=\"font-family:Calibri,sans-serif\"><span style=\"font-family:&quot;Times New Roman&quot;,serif\">This position may have access to Protected Health Information (PHI) and Electronic Protected Health Information (ePHI).&nbsp; Employee will be responsible for following guidelines of the HIPAA Confidentiality Agreement. </span></span></p>\n\n<p style=\"margin-left:48px\"><span style=\"font-family:Calibri,sans-serif\"><strong><span style=\"font-family:&quot;Times New Roman&quot;,serif\">Note:&nbsp;&nbsp; </span></strong><span style=\"font-family:&quot;Times New Roman&quot;,serif\">This job description is not intended to be an exhaustive list of all duties, responsibilities, or qualifications associated with this job. The employee is expected to perform those duties listed as well as other related duties directed by management.</span></span></p>\n",
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