24 client associate jobs at 13 companies in Findlay, OH
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Client Associate, Registered
Sylvania, Ohio, United States
OnsiteFull Time
UBSSIX Swiss Exchange: UBSG: Global bank providing wealth management and investment services.
2+ YOESeries 7 and 66 licenses (for registered CSAs), ideally 2-4 years client service experience in finance, bachelor's degree preferred (finance), strong communication, attention to detail, and proficiency with Microsoft Office.
Bank of AmericaNYSE: BAC: Provides global banking, investing, and financial risk management services.
Provide client service support to Financial Advisors, ensure accuracy of client materials, promote banking solutions; high school diploma required; familiarity with investment products and FINRA credentials preferred.
Microsoft Word, Microsoft Excel, Microsoft PowerPoint, Salesforce
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.
Cleveland or Toledo or Fort Wayne or Indianapolis or Cincinnati or Columbus or Ann Arbor or Detroit
HybridFull Time
Hylant: Full-service insurance brokerage and risk management firm.
High school diploma required; customer service experience preferred; familiarity with ERISA, HIPPA, and ACA; strong communication, organization, and attention to detail; obtain Life and Health insurance license within 90 days.
Part Time (30 Hours) Associate Banker, Oregon Branch, Oregon, OH
Oregon, Ohio, United States
OnsitePart Time
JPMorgan ChaseNYSE: JPM: Global financial services firm providing banking and investment solutions.
Provide friendly client service, open and service accounts, assist with transactions and digital tools, handle basic branch operations; high school diploma/GED and client service experience preferred.
Liberty Mutual: Provider of global property and casualty insurance products.
JD or LLB, admission to the Ohio bar, litigation experience managing cases, proficiency with e-discovery and case management systems, strong legal research, writing, negotiation, and client communication skills.
Liberty Mutual: Provides diversified property, casualty, and commercial insurance products.
Juris Doctor and Ohio bar admission required; manage litigation from inception through resolution, proficient with e-discovery and case management systems, strong legal research, writing, negotiation, and client communication skills.
e-discovery, case management systems, legal analysis tools
Houston or Raleigh or Charlotte or Chicago or Cincinnati or Cleveland or Columbia or Dallas or Baltimore or Richmond or Rochester or Rosemont or Sacramento or Boston or St. Louis or Salt Lake City or San Antonio or San Diego or San Francisco or Silicon Valley or San Juan or Seattle or Spartanburg or Albany or Stamford or Atlanta or Toledo or Austin or Greensboro or Hartford or Grand Rapids or Indianapolis or Jacksonville or Kansas City or Las Vegas or Little Rock or Los Angeles or Louisville or Birmingham or Fayetteville or Melville or Miami or Milwaukee or Minneapolis or Montpelier or Nashville or New Orleans or New York or Oklahoma City or Philadelphia or Phoenix or Pittsburgh or Portland
$77k-$202k/yrOnsiteFull Time
PwC: Providing audit, tax, and management consulting services to businesses.
5+ YOEBachelor's degree; 5 years of experience; travel up to 60%; GIS/ArcGIS focus; strong client and mentoring skills.
Northwest State Community College: Public community college providing degree and certificate programs.
5+ YOEDesigning and delivering industrial automation training, developing curriculum, meeting client training needs; requires associate's or equivalent and 5+ years automation experience.
PLC, Allen Bradley, Siemens, HMIs, Instrumentation, Process Control, Factory Floor Networking
Harbor: Clinical provider of mental health, addiction, and vocational services.
Previous data entry experience, strong customer service and communication, ability to multi-task, proficiency with Microsoft Outlook and Word, associate degree preferred or equivalent medical/mental health admin experience, maintain client confidentiality.
The Union Bank CompanyNASDAQ: UBOH: Provides personal, business, and agricultural banking services in Ohio.
3+ YOEProvide client service, originate consumer loans, generate new deposit accounts and fee income, cross-sell bank products; high school diploma or GED required; associate degree preferred; 3+ years banking experience preferred.