Job DetailsJob Location: Wooster, OH 44691 The Account Manager is responsible for ensuring accurate data is in the client database system and assisting with client service requests. 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. • Prepares reports and forms for client meetings, including verification of account status and balances. • Processes client paperwork and requests following client meetings. • Mentors and delegates appropriate tasks to Assistant Account Managers. • Completes paperwork for new accounts and submits service forms. • Manages inbound client calls and requests independently. • Submits and transfers paperwork appropriately to companies. • Proceeds with placing trades only if the advisor has presented instructions. • Participates in departmental operational projects and suggests departmental improvements. • Process checks for deposits for new and existing accounts. • Processes and follows up on basic account servings. • Manages advisor’s calendars and updates when necessary • Other job duties as assigned. QualificationsREQUIREMENTS: Knowledge, Skill and Ability • Knowledge of life and financial service products, markets, and the marketing processes. • Excellent communication skills and ability stay calm in stressful situations. • Ability to recognize and recommend problems or solutions if a follow-up item does not appear to be correct or needs further review. • Working knowledge of computer software packages, including Microsoft Word, Excel, and Outlook. • 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. • Securities Industry Essentials (SIE) required. • Must maintain ongoing education for keep licensure current. • 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.

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