3w
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Client Associate
Miamisburg, Ohio, United States
OnsiteFull Time
0+ YOE0-3 years client service experience (finance preferred), bachelor's degree preferred, proficient with Microsoft Office Suite, strong communication, detail-oriented.
Microsoft Office Suite
1w
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Client Associate
Cincinnati, Ohio, United States
$40k-$77k/yr HybridFull Time
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.
Microsoft Office
6d
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Client Associate
Cincinnati, Ohio, United States
OnsiteFull Time
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.
Microsoft Office, CRM
1w
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Client Service Associate
Cincinnati, Ohio, United States
$60k-$77k/yr OnsiteFull Time
1+ YOE1–3 years client service experience preferred; Series 7 and Series 66 licenses or commitment to obtain; strong communication, attention to detail, Microsoft Office proficiency, and client-facing skills.
Microsoft Office
2mo
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Associate Client Executive (ACE)
Grand Rapids or Cincinnati or Detroit or Columbus or Ann Arbor
HybridFull Time
2+ YOEEarly-career sales role in insurance with client support and product knowledge.
2mo
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Registered Private Wealth Client Associate
Cincinnati, Ohio, United States
OnsiteFull Time
Provides client service support to Financial Advisors; requires FINRA SIE, Series 7, and Series 66; strong client service and tech skills.
Salesforce, Microsoft Word, Microsoft Excel, PowerPoint
2w
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Senior Registered Client Service Associate
Cincinnati, Ohio, United States
OnsiteFull Time
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
2w
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Senior Registered Client Service Associate
Cincinnati, Ohio, United States
OnsiteFull Time
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
3w
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Senior Client Solution Specialist
Cincinnati, Ohio, United States
$41k-$69k/yr OnsiteFull Time
4+ YOEAssociate degree or equivalent and 4+ years related experience; experience with client documentation, implementation, and servicing; strong accuracy, communication, and relationship management skills.
1mo
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Client Services Representative (IN- PERSON)
Cincinnati, Ohio, United States
$18-$20/hr HybridFull Time
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
3w
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Director, Client Services (Wealth Management)
Cincinnati, Ohio, United States
HybridFull Time
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
1mo
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Personal Lines Client Advisor
Crestview Hills, Kentucky, United States
OnsiteFull Time
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.
1mo
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Client Support Specialist
Cincinnati, Ohio, United States
OnsiteFull Time
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.
OBHIS
2w
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Client Services Coordinator
Cincinnati, Ohio, United States
$22/hr OnsiteFull Time
4+ YOE2+ MgmtHS diploma required; Associates/Bachelor's preferred. 4 years customer service experience required; 2 years supervisory experience preferred. Duties include intake processing, eligibility determination, outreach, recordkeeping, and metrics tracking.
3w
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Sales Associate
Monroe, Ohio, United States
OnsiteFull Time
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.
Gladly, Click to Zoom, JRNI, QR codes
1mo
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Trust Associate
Cleveland or Cincinnati
OnsiteFull Time
4+ YOEAssist Trust Officers with account administration, compliance, and client service; manage workflows and financial transactions; collaborate with PM groups.
Excel, Word, Outlook
3mo
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Associate Veterinarian
Cincinnati, Ohio, United States
OnsiteFull Time
DVM degree; Ohio licensure (or ability to obtain); commitment to high standard of medicine and ethics; strong teamwork and client service.
2mo
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Debt Finance Associate
Grand Rapids or Cincinnati
OnsiteFull Time
Juris Doctor and state bar admission (or eligibility). 1–3 years of finance/corporate/transactional experience preferred. Strong drafting, analytical, organizational, communication, and client-service skills.
1mo
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Cost Segregation Associate
Cincinnati, Ohio, United States
OnsiteFull Time
Engineering or construction background to estimate construction costs, read blueprints, perform takeoffs, use Excel and cost databases, communicate with clients, and travel to client sites; bachelor’s degree preferred.
Microsoft Excel, R.S. Means, Marshall & Swift Valuation Service
14h
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Trust Operations Associate
Lebanon, Ohio, United States
HybridFull Time
3+ YOE3+ years banking or trust operations experience, strong attention to detail, Excel and Microsoft Office proficiency, problem-solving and client service skills.
Microsoft Office, Microsoft Excel