717 client experience jobs at 311 companies in Florence, KY
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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.
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
Banfield Pet Hospital: Provider of comprehensive preventive veterinary care for pets.
Provide exceptional client service, manage client and pet flow, perform administrative and financial tasks, promote hospital services and wellness plans, and communicate clearly in English.
Banfield Pet Hospital: Provides preventive veterinary care and pet health services.
1+ YOECustomer-facing role requiring 1+ year related experience, strong communication, client service and computer skills (Microsoft Word/Excel/Access/Outlook), ability to lift up to 50 lbs and work weekends/evenings.
Microsoft Word, Microsoft Excel, Microsoft Access, Microsoft Outlook
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.
Luma Financial Technologies: SaaS platform for financial advisors to manage alternative investments
5+ YOE5+ years annuity or life insurance experience, strong client-facing and project management skills, SaaS/implementation experience preferred, familiarity with CRM and project tools, occasional travel.
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