28 client services administrator jobs at 20 companies in Williamstown, KY
2mo
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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
3d
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Office Administrator
Lawrenceburg, Kentucky, United States
OnsiteFull Time
3+ YOERequires 3–5 years of business, office, or administrative experience, strong analytical and organizational skills, customer service ability, task prioritization, and effective communication with vendors, clients, and coworkers.
2mo
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Client Support Assistant
Kenwood, Ohio, United States
OnsiteFull Time
0+ YOEProvide administrative, operational and client service support to Portfolio Manager unit; strong digital skills and ability to work in fast-paced advisory setting.
CRM systems, Document management, Custodial platforms, Office productivity tools, Reporting tools
2w
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Branch Office Administrator
West Chester, Ohio, United States
$23-$24/hr OnsiteFull Time
Provides client service, account administration, operational support, scheduling, marketing assistance, and financial-services account processing; requires computer literacy and ability to learn firm software.
MoneyGuide, Salesforce, Microsoft Office
1w
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Part Time Branch Office Administrator - Shelbyville, KY
Shelbyville, Kentucky, United States
OnsitePart Time
Requires client service, account management, administrative support, strong computer literacy, analytical thinking, attention to detail, adaptability, and willingness to learn financial services technology.
MoneyGuide, Salesforce, Microsoft Office
1mo
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Client Relationship Analyst
Cincinnati, Ohio, United States
OnsiteFull Time
Provide client service and administrative support to financial advisors; strong Microsoft Office skills; detail oriented; willingness to obtain Series licenses; high school diploma or equivalent required; college preferred.
MSOnline, eSign, eAuthorization, Zoom, Microsoft Word, Microsoft Excel, Microsoft Outlook, Microsoft PowerPoint
6d
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Client Service Specialist
Lexington, Kentucky, United States
$70k/yr OnsiteFull Time
5+ YOEAssociate degree and 5 years of administrative support experience required; financial or legal experience preferred. Requires Microsoft Office proficiency, client relationship skills, and strong organization.
Microsoft Office, Microsoft Word, Microsoft Excel, Microsoft PowerPoint, Salesforce
1mo
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Client Relationship Analyst
Cincinnati, Ohio, United States
OnsiteFull Time
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
3d
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Client Specialist
Fort Wright, Kentucky, United States
OnsiteFull Time
2+ YOERequires 2+ years of industry or administrative experience, SIE and securities licenses or willingness to obtain them, Microsoft Office proficiency, strong communication, organization, analytical, and compliance skills.
Microsoft Word, Microsoft Excel, Microsoft PowerPoint, LinkedIn, X, CRM
4d
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Client Specialist
Fort Wright or United States
OnsiteFull Time
2+ YOERequires 2+ years of industry or administrative experience, SIE and securities licenses or willingness to obtain them within 18 months, Microsoft Office proficiency, communication, organization, analytical, and compliance skills.
Microsoft Word, Microsoft Excel, Microsoft PowerPoint, Client Relationship Management (CRM), LinkedIn, X
5d
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Manager, Account Services
Cincinnati, Ohio, United States
$70k-$80k/yr OnsiteFull Time
6+ YOE1+ MgmtBachelor's degree in business administration or related field, 6+ years in client services, 1–2 years of management experience, financial services experience, and Series 6 or 7 license.
Microsoft Office Suite, Adobe Acrobat
1w
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Institutional Account Administrator II
Cincinnati, Ohio, United States
OnsiteFull Time
Bachelor's degree in business, finance, accounting, or related field, or equivalent experience; strong client service, communication, judgment, organization, and securities operations skills required.
Fifth Third Direct, BNY Mellon's Workbench, Mobius, ACE, Bloomberg, Depository Trust Company, Xcitek Solutions Plus, Fee Advantage, Roscoe, Microsoft Excel, Microsoft Word, Microsoft Outlook
1w
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Administrative Assistant
Lexington, Kentucky, United States
$18-$20/hr OnsiteFull Time
Administrative experience desired; proficiency with Microsoft Word, Excel, and PowerPoint; multitasking, confidentiality, communication, organization, and client-service skills required.
Microsoft Word, Microsoft Excel, Microsoft PowerPoint, Wealthscape
1mo
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Financial Reporting Manager - Stock Plan Services
Merrimack or Covington or Westlake
OnsiteFull Time
3+ YOE3-5 years accounting/finance or stock plan administration experience; Bachelor\u0002s preferred; Excel and Access skills; CEP level 1 encouraged; strong communication, project management, and client service skills.
Excel, Access, Microsoft Word, Microsoft PowerPoint, Microsoft Outlook, Plan Sponsor Workstation (PSW), Team Workspace
6d
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Warehouse Clerk - B Schedule - Days; e/o Weds, Thursday, Friday, Saturday; 7:00am to 7:00pm
Florence, Kentucky, United States
OnsiteFull Time
2+ YOEHigh school diploma or GED, two or more years of clerical experience, computer proficiency, organization, communication, client service, and ability to work in a fast-paced environment.
Microsoft Word, Microsoft Excel, Microsoft Outlook
1w
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Service Associate
Cincinnati, Ohio, United States
$60k-$63k/yr OnsiteFull Time
2+ YOERequires 2–5 years in a client-facing administrative financial services role, high school diploma or GED, communication and organizational skills, CRM and financial software experience, and Microsoft Office proficiency.
CRM, Microsoft Office Suite, Microsoft Word, Microsoft Excel, Microsoft Outlook
2d
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Office Assistant- No weekends/Holidays/Superb Benefits!
Frankfort, Kentucky, United States
OnsiteFull Time
High school graduate or equivalent, customer service experience, valid driver's license, reliable transportation, and current auto insurance. Must manage client interactions, scheduling, payments, and electronic records.
Electronic Health Record (EHR)
1w
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Support Specialist
Lexington, Kentucky, United States
OnsitePart Time
Strong communication skills, attention to detail, customer service ability, administrative support skills, accurate recordkeeping, and professional handling of client communications and escalations.
1mo
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Project Professional - Tax Process Coordinator (Cincinnati)
Cincinnati, Ohio, United States
HybridFull Time
2+ YOE2+ years in client service/administrative support in professional services; strong organization, communication, and coordination skills; familiarity with tax intake, trackers, and deadlines; comfortable client interaction.
Microsoft SharePoint, Microsoft Excel, Microsoft Outlook, Microsoft Teams
1w
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Front Desk/Program Assistant
Covington, Kentucky, United States
$20/hr OnsiteFull Time
Providing trauma-informed front-desk and administrative support, crisis intervention, client intake, referrals, documentation, and collaboration with community partners.
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