842 client experience jobs at 349 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.
Alpine Legacy Group: Supplemental health insurance and financial protection for families.
Manage a local territory, build client relationships, obtain Health & Life license (or willingness to obtain), valid driver’s license, clean background, bachelor’s degree or equivalent experience.
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: Provides global wealth management and investment banking services.
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.
Hyperquake: Independent agency providing brand strategy and experience design services.
4+ YOE4+ years client leadership/project management in an agency; managing multiple projects and budgets; strong communication, presentation, organization, analytical and leadership skills; experience with digital campaigns.
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.
Ethos Veterinary Health: Operates a network of specialty and emergency veterinary hospitals.
Previous client/customer service experience required; strong organization, communication, and attention to detail; ability to work independently overnight and collaborate with medical staff; proficiency with office software and hospital systems.
Terracon: Provides geotechnical, environmental, construction, and facilities engineering services.
3+ YOEBachelor’s in Marketing +3 years or 7 years related experience in lieu; valid driver’s license may be required; client development and networking experience.
Johnson Investment Counsel: Provides comprehensive wealth management and investment advisory services.
0+ YOEProvide administrative, operational and client service support to Portfolio Manager unit; strong digital skills and ability to work in fast-paced advisory setting.
Slalom: Provides business and technology consulting and software engineering services.
Significant experience leading client relationships, business development, and delivery teams in consulting; track record growing accounts, managing revenue/profitability, and building executive relationships.
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.
National Veterinary Associates: Operates a network of veterinary hospitals and pet resorts.
Provide reception and client-service support at a veterinary hospital, including scheduling, check-in/check-out, invoicing, product sales, and basic veterinary knowledge. High school diploma required; prior reception experience preferred.
Microsoft Office, PIMS, e-mail, practice management software
Morgan StanleyNYSE: MS: Provides global investment banking, wealth management, and advisory services.
Provide client support for financial advisors, execute money movements, manage administrative tasks, strong MS Office skills, detail-oriented, willing to obtain Series licenses.
Microsoft Word, Microsoft Excel, Microsoft Outlook, Microsoft PowerPoint, MSOnline, eSign, eAuthorization, Zoom
Akron or Cincinnati or Indianapolis or Columbus or Kentucky
$65k-$90k/yrFieldFull Time
Mutual of America Financial Group: Provides retirement plans and investment services to various organizations.
Client relationship management experience, comfortable presenting to groups and C-suite, ability to work flexible hours, active Series 6, 63 and SIE and state life & health licenses (or obtain within first year), valid driver\u000fs license.
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.