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Client Service Associate Jobs in Ohio

29 jobs

SUMMARY OF RESPONSIBILITIES Assists one or more Financial Advisor(s) (FA(s)) with the opening and maintenance of client accounts and records, performs a wide variety of administrative support duties, including but not limited to, word processing, preparing mailings, filing, answering the phone, obtaining approvals for FA(s) communications and advertisements, provides overall customer service supp...
Client Service Associate * Job Number: 3074572 Posting Date : Jul 14, 2016 Primary Location : Americas-United States of America-Ohio-Columbus Job : Wealth Management Employment Type: Part Time Job Level: Non-Exempt Description POSITION SUMMARY: Perform daily operations, client service, and Financial Advisor support. Provide account information to clients and Financial Advisors. Learn ...
Job Description: A well-established Banking Facility is seeking full-time Client Services Associates for their Evendale, Mason and Loveland locations. Positions do not require prior banking experience however, you must have excellent customer service skills and strong cash handling experience. You must also have a friendly, outgoing personality and be able to maintain a professional attitude at a...
POSITION SUMMARY: Perform daily operations, client service, and Financial Advisor support. Provide account information to clients and Financial Advisors. Learn the business and products in order to assist Financial Advisors. Clerical duties such as: handling telephones, mailing, filing and processing forms. K nowledge, Skills, and Abilities · Excellent written and verbal communication skills. ...
**Job Reference #:** 138497BR **City:** Dayton **Job Type:** Full Time **Your Role:** Your role Are you truly service oriented? Do you know how to take care of people? We’re looking for someone like that who can provide operational and administrative support to financial advisors. You’ll: – keep management systems up-to-date with client information – educate clients on account services and c...
Client Service Associate * Job Number: 3062519 Posting Date : Dec 1, 2015 Primary Location : Americas-United States of America-Ohio-Cincinnati Education Level: Refer to Position Description Job : Wealth Management Employment Type: Part Time Job Level: Non-Exempt Description POSITION SUMMARY: Perform daily operations, client service, and Financial Advisor support. Provide account info...
**Job Reference #:** 137184BR **City:** Westlake **Job Type:** Part Time **Your Role:** Are you truly service oriented? Do you know how to take care of people? We’re looking for someone like that who can provide operational and administrative support to financial advisors. You’ll: – keep management systems up-to-date with client information – educate clients on account services and capabiliti...
POSITION SUMMARY: Perform daily operations, client service, and Financial Advisor support. Provide account information to clients and Financial Advisors. Learn the business and products in order to assist Financial Advisors. Clerical duties such as: handling telephones, mailing, filing and processing forms. K nowledge, Skills, and Abilities · Excellent written and verbal communication skills. ...
Client Service Associate I - Beachwood, OH - 1600944 Description Job Summary: Under limited supervision, uses intermediate skills obtained through experience and training to assist Financial Advisors and provide clients with quality service. Follows established procedures to perform routine tasks and receives general guidance and direction to perform a variety of non-routine tasks with limited ...
SUMMARY OF RESPONSIBILITIES Assists one or more Financial Advisor(s) (FA(s)) with the opening and maintenance of client accounts and records, performs a wide variety of administrative support duties, including but not limited to, word processing, preparing mailings, filing, answering the phone, obtaining approvals for FA(s) communications and advertisements, provides overall customer service supp...
SUMMARY OF RESPONSIBILITIES Assists one or more Financial Advisor(s) (FA(s)) with the opening and maintenance of client accounts and records, performs a wide variety of administrative support duties, including but not limited to, word processing, preparing mailings, filing, answering the phone, obtaining approvals for FA(s) communications and advertisements, provides overall customer service supp...
SUMMARY OF RESPONSIBILITIES Assists one or more Financial Advisor(s) (FA(s)) with the opening and maintenance of client accounts and records, performs a wide variety of administrative support duties, including but not limited to, word processing, preparing mailings, filing, answering the phone, obtaining approvals for FA(s) communications and advertisements, provides overall customer service supp...
The Client Service Associate will greet customers and handle teller transactions while modeling the bank's values. The Client Service Associate will expand their product knowledge in order to answer client inquiries and assist the Financial Center in efforts to ensure retention and deepening of existing client relationships and growth of new relationships. #IndeedCS #LI-Post #customerservice R...
SUMMARY OF RESPONSIBILITIES Assists one or more Financial Advisor(s) (FA(s)) with the opening and maintenance of client accounts and records, performs a wide variety of administrative support duties, including but not limited to, word processing, preparing mailings, filing, answering the phone, obtaining approvals for FA(s) communications and advertisements, provides overall customer service supp...
SUMMARY OF RESPONSIBILITIES Assists one or more Financial Advisor(s) (FA(s)) with the opening and maintenance of client accounts and records, performs a wide variety of administrative support duties, including but not limited to, word processing, preparing mailings, filing, answering the phone, obtaining approvals for FA(s) communications and advertisements, provides overall customer service supp...
SUMMARY OF RESPONSIBILITIES Assists one or more Financial Advisor(s) (FA(s)) with the opening and maintenance of client accounts and records, performs a wide variety of administrative support duties, including but not limited to, word processing, preparing mailings, filing, answering the phone, obtaining approvals for FA(s) communications and advertisements, provides overall customer service supp...
POSITION SUMMARY: The Client Service Associate is the primary point of contact for all Securities Based Lending (SBL). service related needs of a Chase Private Client (CPC). The Client Service Associate will be responsible to work in a team-oriented environment with advisors, clients, and operations teams to deliver a seamless and integrated approach across the CPC SBL product. He/she will be res...
POSITION SUMMARY: The Client Service Associate is the primary point of contact for all Securities Based Lending (SBL). service related needs of a Chase Private Client (CPC). The Client Service Associate will be responsible to work in a team-oriented environment with advisors, clients, and operations teams to deliver a seamless and integrated approach across the CPC SBL product. He/she will be res...
Investment Support Sr Specialist I (SBL) - CWM-160015411 Job Description POSITION SUMMARY: The Client Service Associate is the primary point of contact for all Securities Based Lending (SBL). service related needs of a Chase Private Client (CPC). The Client Service Associate will be responsible to work in a team-oriented environment with advisors, clients, and operations teams to deliver a seam...
Requisition Number 16-0258 Post Date 7/22/2016 Title Logistics Customer Service Representative/Warehouse location City Lockbourne State OH Description At Network Global Logistics (NGL) our mission is to deliver integrated supply chain solutions that help customers achieve their business objectives and maximize ROI. We can only achieve this by attracting, recruiting, and retaining the very bes...