Account Manager
Orrville, OH · On-site
Schedules client meetings on behalf of the Financial Advisor. * May process trades and distributions at the direction of the Financial Advisor. * May mentor other Account Managers or Assistant ...
Account Manager
Orrville, OH · On-site
Schedules client meetings on behalf of the Financial Advisor. * May process trades and distributions at the direction of the Financial Advisor. * May mentor other Account Managers or Assistant ...
Sr. Client Relationship Manager
Dublin, OH · On-site
$80K - $85K/yr
You will collaborate closely with Client Advisors, Account Executives, and carrier partners while working alongside a service pod of Account Managers and Associates. (THIS IS A SERVICING ROLE NOT A ...
Quick apply
Sr. Client Relationship Manager
Dublin, OH · On-site
$80K - $85K/yr
You will collaborate closely with Client Advisors, Account Executives, and carrier partners while working alongside a service pod of Account Managers and Associates. (THIS IS A SERVICING ROLE NOT A ...
Private Client Advisor
Beachwood, OH · On-site
Location: 24600 Chagrin Boulevard - Beachwood, Ohio 44122 Job Summary The Private Client Advisor ... Establish a strong partnership with Retail Branch Managers, teams, and Centers of Influence, and ...
Private Client Advisor
Beachwood, OH · On-site
Location: 24600 Chagrin Boulevard - Beachwood, Ohio 44122 Job Summary The Private Client Advisor ... Establish a strong partnership with Retail Branch Managers, teams, and Centers of Influence, and ...
Private Client Advisor
Hilliard, OH · On-site
Location: 5390 Cemetery Road - Hilliard, Ohio 43026 Job Summary The Private Client Advisor's focus ... Establish a strong partnership with Retail Branch Managers, teams, and Centers of Influence, and ...
Private Client Advisor
Hilliard, OH · On-site
Location: 5390 Cemetery Road - Hilliard, Ohio 43026 Job Summary The Private Client Advisor's focus ... Establish a strong partnership with Retail Branch Managers, teams, and Centers of Influence, and ...
Private Client Advisor
Hilliard, OH · On-site
Location: 5390 Cemetery Road - Hilliard, Ohio 43026 Job Summary The Private Client Advisor's focus ... Establish a strong partnership with Retail Branch Managers, teams, and Centers of Influence, and ...
Private Client Advisor
Hilliard, OH · On-site
Location: 5390 Cemetery Road - Hilliard, Ohio 43026 Job Summary The Private Client Advisor's focus ... Establish a strong partnership with Retail Branch Managers, teams, and Centers of Influence, and ...
Private Client Advisor
Beachwood, OH · On-site
Location: 24600 Chagrin Boulevard - Beachwood, Ohio 44122 Job Summary The Private Client Advisor ... Establish a strong partnership with Retail Branch Managers, teams, and Centers of Influence, and ...
Private Client Advisor
Beachwood, OH · On-site
Location: 24600 Chagrin Boulevard - Beachwood, Ohio 44122 Job Summary The Private Client Advisor ... Establish a strong partnership with Retail Branch Managers, teams, and Centers of Influence, and ...
Private Client Advisor
Hilliard, OH · On-site
Location: 5390 Cemetery Road - Hilliard, Ohio 43026 Job Summary The Private Client Advisor's focus ... Establish a strong partnership with Retail Branch Managers, teams, and Centers of Influence, and ...
Private Client Advisor
Hilliard, OH · On-site
Location: 5390 Cemetery Road - Hilliard, Ohio 43026 Job Summary The Private Client Advisor's focus ... Establish a strong partnership with Retail Branch Managers, teams, and Centers of Influence, and ...
Account Manager
Wooster, OH · On-site
The Account Manager is responsible for developing and maintaining relationships with existing ... Supports the Risk Advisor by providing service to existing clients with a focus on client retention.
Account Manager
Wooster, OH · On-site
The Account Manager is responsible for developing and maintaining relationships with existing ... Supports the Risk Advisor by providing service to existing clients with a focus on client retention.
The Account Manager is responsible for developing and maintaining relationships with existing ... Supports the Risk Advisor by providing service to existing clients with a focus on client retention.
The Account Manager is responsible for developing and maintaining relationships with existing ... Supports the Risk Advisor by providing service to existing clients with a focus on client retention.
Account Manager
Orrville, OH · On-site
The Account Manager in Personal Lines is responsible for retaining client accounts by working directly with the Account Executive and Risk Advisor to provide the best service to clients. ESSENTIAL ...
Account Manager
Orrville, OH · On-site
The Account Manager in Personal Lines is responsible for retaining client accounts by working directly with the Account Executive and Risk Advisor to provide the best service to clients. ESSENTIAL ...
The Account Manager in Personal Lines is responsible for retaining client accounts by working directly with the Account Executive and Risk Advisor to provide the best service to clients. ESSENTIAL ...
The Account Manager in Personal Lines is responsible for retaining client accounts by working directly with the Account Executive and Risk Advisor to provide the best service to clients. ESSENTIAL ...
As an Account Executive, you will; collaborate closely with a Client Advisor to acquire and retain ... Collaborate with Account Manager to ensure complete company submissions and account service ...
As an Account Executive, you will; collaborate closely with a Client Advisor to acquire and retain ... Collaborate with Account Manager to ensure complete company submissions and account service ...
As an Account Executive, you will; collaborate closely with a Client Advisor to acquire and retain ... Collaborate with Account Manager to ensure complete company submissions and account service ...
As an Account Executive, you will; collaborate closely with a Client Advisor to acquire and retain ... Collaborate with Account Manager to ensure complete company submissions and account service ...
As an Account Executive, you will; collaborate closely with a Client Advisor to acquire and retain ... Collaborate with Account Manager to ensure complete company submissions and account service ...
As an Account Executive, you will; collaborate closely with a Client Advisor to acquire and retain ... Collaborate with Account Manager to ensure complete company submissions and account service ...
Client Relationships: Build and maintain strong, long-term relationships with clients. * Trusted ... Develop a trusted advisor relationship with key accounts, customer stakeholders, and executive ...
Client Relationships: Build and maintain strong, long-term relationships with clients. * Trusted ... Develop a trusted advisor relationship with key accounts, customer stakeholders, and executive ...
Account Manager
Cincinnati, OH · On-site
Client Relationships: Build and maintain strong, long-term relationships with clients. * Trusted ... Develop a trusted advisor relationship with key accounts, customer stakeholders, and executive ...
Account Manager
Cincinnati, OH · On-site
Client Relationships: Build and maintain strong, long-term relationships with clients. * Trusted ... Develop a trusted advisor relationship with key accounts, customer stakeholders, and executive ...
Account Manager
Cincinnati, OH · On-site
Client Relationships: Build and maintain strong, long-term relationships with clients. * Trusted ... Develop a trusted advisor relationship with key accounts, customer stakeholders, and executive ...
Account Manager
Cincinnati, OH · On-site
Client Relationships: Build and maintain strong, long-term relationships with clients. * Trusted ... Develop a trusted advisor relationship with key accounts, customer stakeholders, and executive ...
Manage daily client communications, including policy inquiries, billing questions, and service ... risk advisors and account executives (if applicable) with proposals, summaries, and client ...
Manage daily client communications, including policy inquiries, billing questions, and service ... risk advisors and account executives (if applicable) with proposals, summaries, and client ...
Small Business Account Manager
Lima, OH · On-site
Manage daily client communications, including policy inquiries, billing questions, and service ... risk advisors and account executives (if applicable) with proposals, summaries, and client ...
Small Business Account Manager
Lima, OH · On-site
Manage daily client communications, including policy inquiries, billing questions, and service ... risk advisors and account executives (if applicable) with proposals, summaries, and client ...
Small Business Account Manager
Athens, OH · On-site
Manage daily client communications, including policy inquiries, billing questions, and service ... risk advisors and account executives (if applicable) with proposals, summaries, and client ...
Small Business Account Manager
Athens, OH · On-site
Manage daily client communications, including policy inquiries, billing questions, and service ... risk advisors and account executives (if applicable) with proposals, summaries, and client ...
Client Advisor Account Manager information
What cities in Ohio are hiring for Client Advisor Account Manager jobs?
Cities in Ohio with the most Client Advisor Account Manager job openings:
Account Manager
Orrville, OH • On-site
Kleve Insurance Group LLC
Other
Posted 13 days ago
Job description
GENERAL PURPOSE:
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.
ESSENTIAL JOB RESPONSIBILITIES:
To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
REQUIREMENTS:
Knowledge, Skill and Ability
Education or Experience
Working Environment/ Physical Activities
HIPAA Compliance
This position may have access to Protected Health Information (PHI) and Electronic Protected Health Information (ePHI). Employee will be responsible for following guidelines of the HIPAA Confidentiality Agreement.
Note: 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.
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.
ESSENTIAL JOB RESPONSIBILITIES:
To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
- Conducts preparatory work for client meetings including generating financial reports and prefilling applications.
- Completes assigned action items following client meetings at the request of the Financial Advisor.
- Executes day-to-day service needs for existing clients.
- Assists in the process of onboarding new clients by establishing new accounts, gathering necessary documentation, and updating client database.
- Executes account transfer and rollover processing at the direction of the Financial Advisor.
- Schedules client meetings on behalf of the Financial Advisor.
- May process trades and distributions at the direction of the Financial Advisor.
- May mentor other Account Managers or Assistant Account Managers.
- May attend client meetings.
- Other job duties as assigned.
REQUIREMENTS:
Knowledge, Skill and Ability
- Fundamental understanding of financial service products and markets.
- Excellent communication skills.
- Ability to recognize problems and recommend solutions if a follow-up item does notappear to be correct or needs further review.
- Working knowledge of computer software packages, including Microsoft Word, Excel, andOutlook.
- Ability to use general office equipment including a computer, calculator, typewriter, fax machine, copier, and telephone.
Education or Experience
- High School Diploma or equivalent.
- One to three years of experience in the Financial Services is preferred.
- Securities Industry Essentials (SIE) must be completed before start date.
- Must have a current driver license and an insurable driving record.
- Must pass the requirements of our broker dealer including fingerprinting and background check.
Working Environment/ Physical Activities
- General Office work environment.
- Requires regular use of arms, hands, and fingers.
- Frequently required to sit for extended periods of time, reach with arm and hands, stand, walk, stoop, talk and hear.
- Required to lift and/or move up to 10 pounds.
- Requires travel as needed, with some overnight business trips.
HIPAA Compliance
This position may have access to Protected Health Information (PHI) and Electronic Protected Health Information (ePHI). Employee will be responsible for following guidelines of the HIPAA Confidentiality Agreement.
Note: 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.