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PWM Client Services Team Associate
Cincinnati, Ohio, United States
$26-$34/hr HybridFull Time
5+ YOEBachelor's degree or equivalent experience OR 5+ years relevant experience; strong customer service, communication, and problem-resolution skills; proficient with Microsoft Office.
Microsoft Office
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
3w
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Client Services Coordinator
Cincinnati, Ohio, United States
$22/hr OnsiteFull Time
4+ YOE2+ MgmtHS diploma required; Associates/Bachelor's preferred. 4 years customer service experience required; 2 years supervisory experience preferred. Duties include intake processing, eligibility determination, outreach, recordkeeping, and metrics tracking.
1mo
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Director, Client Services (Wealth Management)
Cincinnati, Ohio, United States
HybridFull Time
7+ YOE5+ MgmtAssociates or Bachelor’s in business/finance/economics/accounting; 7+ years client service experience in wealth management/financial services; 5+ years people leadership; project management experience; CRM and portfolio platform knowledge.
Salesforce, Practifi, Addepar, Schwab, Fidelity, Pershing, Microsoft Word, Microsoft Excel, Microsoft Outlook, EOS
4w
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Client Associate
Miamisburg, Ohio, United States
OnsiteFull Time
0+ YOE0-3 years client service experience (finance preferred), bachelor's degree preferred, proficient with Microsoft Office Suite, strong communication, detail-oriented.
Microsoft Office Suite
1w
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Client Associate
Cincinnati, Ohio, United States
OnsiteFull Time
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.
Microsoft Office, CRM
2w
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Client Associate
Cincinnati, Ohio, United States
$40k-$77k/yr HybridFull Time
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.
Microsoft Office
2w
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Client Service Associate
Cincinnati, Ohio, United States
$60k-$77k/yr OnsiteFull Time
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.
Microsoft Office
2mo
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Registered Private Wealth Client Associate
Cincinnati, Ohio, United States
OnsiteFull Time
Holds or will obtain FINRA SIE, Series 7 and Series 66 (63/65 accepted), high school diploma/GED, strong industry knowledge, client service skills, and proficiency with Microsoft Word, Excel, PowerPoint and Salesforce.
Microsoft Word, Microsoft Excel, Microsoft PowerPoint, Salesforce
2mo
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Registered Private Wealth Client Associate
Cincinnati, Ohio, United States
OnsiteFull Time
Provides client service support to Financial Advisors; requires FINRA SIE, Series 7, and Series 66; strong client service and tech skills.
Salesforce, Microsoft Word, Microsoft Excel, PowerPoint
3w
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Senior Registered Client Service Associate
Cincinnati, Ohio, United States
OnsiteFull Time
5+ YOEActive Series 7 and Series 66 (or Series 63+65), high school diploma required (college preferred), 5+ years industry experience, advanced Microsoft Office skills, strong client service and communication.
MSOnline, eSign, eAuthorization, Microsoft Word, Microsoft Excel, Microsoft Outlook, Microsoft PowerPoint, Zoom
1w
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Wealth Client Management Associate
West Chester, Ohio, United States
OnsiteFull Time
0+ YOEProvides day-to-day support to client management consultants; requires strong Microsoft Office skills, attention to detail, communication skills, and 0-2 years experience or a two- or four-year degree.
Microsoft Word, Microsoft Excel, Outlook, PowerPoint, PDF, CAPCONNECT, SharePoint
1mo
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Client Market Associate - Employee Benefits
Cleveland or Toledo or Fort Wayne or Indianapolis or Cincinnati or Columbus or Ann Arbor or Detroit
HybridFull Time
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.
Microsoft Office
4w
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Senior Client Solution Specialist
Cincinnati, Ohio, United States
$41k-$69k/yr OnsiteFull Time
4+ YOEAssociate degree or equivalent and 4+ years related experience; experience with client documentation, implementation, and servicing; strong accuracy, communication, and relationship management skills.
3d
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Client Service Representative-Life/DI
Lincoln or Cincinnati
HybridFull Time
0+ YOEAssociate's degree or equivalent, 0-2 years related experience, life/financial services experience preferred, ability to prioritize multiple tasks in a fast-paced environment.
1mo
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Personal Lines Client Advisor
Crestview Hills, Kentucky, United States
OnsiteFull Time
3+ YOE3+ years of related insurance experience (personal lines preferred). Must hold or obtain a state insurance license within 90 days. Experience with policy servicing, renewals, carrier relations, and supervising 1-2 associates.
1w
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Assistant Director of Dining Services (1554013)
Cincinnati, Ohio, United States
$82k-$92k/yr OnsiteFull Time
1+ YOE1–3 years food service management experience; leadership, client relationship, financial acumen; proficiency with MS Office; associate's degree preferred.
Microsoft Word, Microsoft Excel, Microsoft PowerPoint, Microsoft Outlook
1w
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Employment Services Provider - Residential Corrections
Lebanon, Ohio, United States
OnsiteFull Time
4+ YOEProvide employment assistance using strengths-based approach, conduct assessments, vocational planning, documentation, transport clients, and perform crisis de-escalation; Associate's degree or HS+4yrs, valid driver license and insurance required.
2mo
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Trust Associate
Cleveland or Cincinnati
OnsiteFull Time
4+ YOEAssist Trust Officers with account administration, compliance, and client service; manage workflows and financial transactions; collaborate with PM groups.
Excel, Word, Outlook
2mo
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Debt Finance Associate
Grand Rapids or Cincinnati
OnsiteFull Time
Juris Doctor and state bar admission (or eligibility). 1–3 years of finance/corporate/transactional experience preferred. Strong drafting, analytical, organizational, communication, and client-service skills.
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