108 client associate jobs at 62 companies in Cincinnati, OH
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Client Associate
Miamisburg, Ohio, United States
OnsiteFull Time
UBSSIX Swiss Exchange: UBSG: Provides global wealth management and diversified financial services.
0+ YOE0-3 years client service experience (finance preferred), bachelor's degree preferred, proficient with Microsoft Office Suite, strong communication, detail-oriented.
Arthur J. Gallagher & Co.NYSE: AJG: Global insurance brokerage and risk management services provider.
1+ YOEHigh school diploma plus 1 year relevant experience, proficiency with Microsoft Office, strong written/verbal communication, organization, basic math; associate degree or professional certification preferred.
MCF Advisors: Investment management and financial planning firm for individuals and institutions.
1+ YOEBachelor's degree or equivalent, 1+ year experience, strong communication and organizational skills, client service orientation, proficient with Microsoft Office and CRM, ability to travel to other offices.
UBSSIX Swiss Exchange: UBSG: Global bank providing wealth management and investment services.
Series 7 and 66 (or commitment to obtain), strong analytical and organizational skills, Microsoft Office proficiency, excellent communication, ability to work under pressure; bachelor's degree with finance focus preferred.
KPB Client Service Associate - Fiduciary Strategist Trust Support
Seattle or Rochester or Toledo or Albany or Brooklyn or Dayton
$25-$38/hrHybridFull Time
KeyBankNYSE: KEY: Provides retail, commercial, and investment banking products and services.
3+ YOE3+ years related experience, associate degree preferred, knowledge of banking/trust products, strong client service and communication skills, discretion with sensitive information, proficiency with Salesforce and Microsoft Office.
Morgan StanleyNYSE: MS: Global financial services firm providing investment and wealth management.
5+ YOEActive Series 7 and Series 66 or Series 63+65 required, high school diploma (college preferred), 5+ years industry experience, advanced Microsoft Office skills, strong client service and communication.
Microsoft Word, Microsoft Excel, Microsoft Outlook, Microsoft PowerPoint, Zoom, MSOnline, eSign, eAuthorization
Morgan StanleyNYSE: MS: Provides global investment banking, wealth management, and advisory services.
5+ YOEActive Series 7 and Series 66 (or Series 63+65), high school diploma required (college preferred), 5+ years industry experience, advanced Microsoft Office skills, strong client service and communication.
MSOnline, eSign, eAuthorization, Microsoft Word, Microsoft Excel, Microsoft Outlook, Microsoft PowerPoint, Zoom
Banfield Pet Hospital: Provides preventive veterinary care and pet health services.
Managing client and pet flow through the hospital, coordinating care, ensuring clear communication with clients and associates, and supporting veterinary team productivity in a front-office, customer-facing role.
PNC Financial ServicesNYSE: PNC: Provides banking, lending, and investment services to customers.
4+ YOEAssociate degree or equivalent and 4+ years related experience; experience with client documentation, implementation, and servicing; strong accuracy, communication, and relationship management skills.
University of Dayton: Catholic research university providing undergraduate and graduate higher education.
5+ YOEAssociate's degree or 5 years IT customer support experience, Active Directory administration, client management tools, workstation imaging for Windows and OSX, hardware diagnostics, enterprise print support, valid driver\u0002s license, strong communication and time-management.
Active Directory, Windows, OSX, client management tools, ITSM
United Direct Solutions: Provides data-driven direct mail and digital marketing services.
1+ YOEAssociate's degree or 1–3 years client services/administrative experience; proficiency in Microsoft Office (Excel, Word, Outlook); strong communication, reasoning, and customer service skills.
Microsoft Office, Microsoft Excel, Microsoft Word, Microsoft Outlook
7+ YOE5+ MgmtAssociates or Bachelor’s in business/finance/economics/accounting; 7+ years client service experience in wealth management/financial services; 5+ years people leadership; project management experience; CRM and portfolio platform knowledge.
Salesforce, Practifi, Addepar, Schwab, Fidelity, Pershing, Microsoft Word, Microsoft Excel, Microsoft Outlook, EOS
Houchens Insurance Group: Provides business insurance and employee benefits risk management services.
3+ YOE3+ years of related insurance experience (personal lines preferred). Must hold or obtain a state insurance license within 90 days. Experience with policy servicing, renewals, carrier relations, and supervising 1-2 associates.
Central Clinic Behavioral Health: Providing compassionate behavioral health and counseling services.
1+ YOEAssociates or bachelor's degree preferred, 1-2 years office experience, strong oral/verbal/organizational skills; perform data entry, process funding/authorizations, manage records and support front desk.
Ralph LaurenNYSE: RL: Designs and sells premium lifestyle products including apparel and home goods.
Customer-focused retail associate responsible for driving sales, operating register, engaging clients, supporting store initiatives, standing and lifting up to 30 lbs, and working a flexible schedule including evenings and weekends.
Johnson Investment Counsel: Provides comprehensive wealth management and investment advisory services.
4+ YOEAssist Trust Officers with account administration, compliance, and client service; manage workflows and financial transactions; collaborate with PM groups.