722 client experience jobs at 314 companies in Independence, 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: 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