Tax Delivery Manager, Global Employer Services - Individual Client Services Deloitte Touche Tohmatsu LtdTax Delivery Manager, Global Employer Services - Individual Client ServicesOH$105,375–$215,375 / yearAt Deloitte Tax LLP, our Global Employer Services tax professionals assist our international clients in managing employer and individual income tax obligations for their mobile employees working abroad and inbound which includes but not limited to reviewing and signing income tax returns and reviewing cost projections. Our purpose comes through in our work with clients that enables impact and value in their organizations, as well as through our own investments, commitments, and actions across areas that help drive positive outcomes for our communities.
Client Services Coordinator Johnson Controls International PlcClient Services CoordinatorOH$18.22–$25.09 / hourJohnson Controls, a global leader in thermal management, mission-critical building systems, energy efficiency, and decarbonization, helps customers use energy more productively, reduce carbon emissions, and operate with the precision and resilience required in rapidly expanding industries such as data centers, healthcare, pharmaceuticals, advanced manufacturing, and higher education. Under general supervision, coordinates customer service requests, from initiation to service completion, and maximizes technical resource productivity and profitability by efficiently coordinating technician schedules and needs.
Client Services Represenative Care Center VeterinariansClient Services RepresenativeDayton, OhioQUALIFICATIONS •High school diploma, GED, or higher education • 2+ years of customer or client service experience •Exceptional ability to communicate with all levels of the organization, including the public • Previous veterinary experience preferred PHYSICAL DEMANDS The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this position. Vacation Pay - Accrual begins on first day of employment Client Service Representative/Receptionist ESSENTIAL JOB FUNCTIONS •Handle all incoming phone calls which includes, scheduling appointments, phone triage, forwarding calls to appropriate departments or personnel.
NewClient Services Representative Ethos Veterinary HealthClient Services RepresentativeDayton, OH$17–$23 / hourAs the first point of contact for many emergency and specialty clients, CSRs play a critical role in supporting hospital operations, maintaining efficient patient flow, and guiding clients through emotional or urgent situations with empathy and professionalism. As the premier network of over 140 specialty and emergency hospitals across North America, Ethos brings together a dedicated community of more than 1,500 specialized doctors providing care for nearly 2 million pets annually.
CSS Tech II - IS Client Support Services Kettering HealthCSS Tech II - IS Client Support ServicesWilmington, OhioFull timeJob Requirements: Associate’s degree or equivalent of education, certification, and experience • 2 years Customer Service experience required • 3+ years of relevant IT (Information Technology) experience required • ITIL (Information Technology Infrastructure Library) certificate (Information Technology Infrastructure Library) • CompTIA + Certifications (A+, Network +, Security +, Server+, etc.) • HDI Desktop Advanced Support Technician • Serves with humility. • Triages desktop support incidents: responding to break/fix service requests, identify and resolve workstation issues remotely or by visiting end-user PCs and documenting all resolutions.
CSS Tech II IS Client Support Services Kettering Health NetworkCSS Tech II IS Client Support ServicesOHJob Requirements: Associate's degree or equivalent of education, certification, and experience • 2 years Customer Service experience required• 3+ years of relevant IT (Information Technology) experience required • ITIL (Information Technology Infrastructure Library) certificate (Information Technology Infrastructure Library)• CompTIA + Certifications (A+, Network +, Security +, Server+, etc.)• HDI Desktop Advanced Support Technician• Serves with humility. Leads the hardware request process (receive, assess, deliver and install) and support moves, adds, and changes for departments.• Provides major project support for large department-wide and hospital-wide efforts including new construction projects in sometimes compressed schedules.•
NewClient Service Representative VCA IncClient Service RepresentativeSpringfield, OHAnswering questions regarding products and services, including educating clients on general animal husbandry and non-medical pet care (i.e., heartworm prevention, housebreaking, and flea & tick control). The CSR is the pivot around which the hospital operates and is responsible for: Customer service functions, including: greeting visitors, answering telephones, and guiding clients and their pets to exam rooms.
Client Service Coordinator Banfield Pet HospitalClient Service CoordinatorVandalia, OH$15–$18.69 / hourThe Client Service Coordinator ("CSC") drives the flow of clients and pets through the hospital, maximizes the productivity of the veterinary medical team (in terms of numbers of clients and pets), ensures good communication with associates and clients, and coordinates the care of clients and pets in a happy, welcoming, friendly and efficient manner, influencing clients to return and refer their friends and families. Ability to multi-task- Manages multiple tasks at one time; quickly and accurately shifts attention among multiple tasks under distracting conditions without loss of accuracy or appearance of frustration.
NewClient Service Representative - Employee Health & Benefits (Entry Level) Marsh & McLennanClient Service Representative - Employee Health & Benefits (Entry Level)Dayton, OH$34,650–$64,575 / yearAbout Marsh McLennan Agency Midwest: Marsh McLennan Agency's Midwest Region is a full-service brokerage providing business insurance, employee benefits, private client insurance, and retirement services to businesses and individuals across the country. We challenge ourselves to create a workplace where our colleagues feel not only welcomed, but feel they belong; where we not only embrace diverse perspectives and opinions but seek them out; and where we ask not how a colleague fits our culture, but what they add to it.
Client Service Coordinator - 001469 Banfield Pet HospitalClient Service Coordinator - 001469Mason, OH$15–$18.69 / hourHIRING QUALIFICATIONS / COMPETENCIESLeadership €¢ Customer Focus €¢ Peer Relationships €¢ Integrity & Trust €¢ Action Oriented €¢ Listening Functional €¢ Preventative care and OWPs €¢ Communication Skills €¢ Client Service Skills €¢ Priority Setting €¢ Time Management CAPABILITIES AND EXPERIENCE (CAN DO) Ability to multi-task- Manages multiple tasks at one time; quickly and accurately shifts attention among multiple tasks under distracting conditions without loss of accuracy or appearance of frustration. Client Service Coordinator SUMMARY OF JOB PURPOSE AND FUNCTION The Client Service Coordinator ("CSC") drives the flow of clients and pets through the hospital, maximizes the productivity of the veterinary medical team (in terms of numbers of clients and pets), ensures good communication with associates and clients, and coordinates the care of clients and pets in a happy, welcoming, friendly and efficient manner, influencing clients to return and refer their friends and families.
NewClient Service Representative - Business Insurance (Entry Level) Marsh LLCClient Service Representative - Business Insurance (Entry Level)Dayton, OH$34,650–$64,575 / yearWe challenge ourselves to create a workplace where our colleagues feel not only welcomed, but feel they belong; where we not only embrace diverse perspectives and opinions but seek them out; and where we ask not how a colleague fits our culture, but what they add to it. Marsh McLennan Agency's Midwest Region is a full-service brokerage providing business insurance, employee benefits, private client insurance, and retirement services to businesses and individuals across the country.
NewCFO Services Manager / Outsourced Controller Client ChallengeCFO Services Manager / Outsourced ControllerDayton, OhioAdvanced computer literacy, including proficient use of all Microsoft Office products • Experience or Interest in leveraging automation or AI based tools • Valid Driver’s license and transportation to client sites up to 1 hour from the home office location • Proven ability to work individually and collaboratively within a team setting. • 5+ years of qualified work experience based in public accounting preferred Awesome Perks for Our Team: Join us at Brixey & Meyer, where your well-being and professional growth are our priorities.
Business Development Manager - Testing Services (56813) Applied Technical Services IncBusiness Development Manager - Testing Services (56813)OHYou will be responsible for driving sales growth by expanding contacts with each assigned customer and selling the core offerings, developing and managing long-term client relationships, and delivering innovative solutions across critical industries including aerospace, automotive, pharmaceuticals, health and life sciences, food and beverage, defense, power generation, chemicals, construction, and pulp & paper. Person" includes (a) U.S. citizens or nationals; (b) U.S. lawful permanent residents (i.e., "green card" holders); (c) persons granted refugee status; or (d) persons granted asylum in the United States.
Senior Business Development Manager Ericsson Mobile Financial Services Telefonaktiebolaget LM EricssonSenior Business Development Manager Ericsson Mobile Financial ServicesOHThis role is a hybrid position with the expectation to work onsite (3) three days a week in the Ericsson office located in Plano, TX, Austin, TX, Bellevue, WA, Boise, ID, Irvine, CA, Lewisville, TX, Morristown, NJ, New York, NY, Overland Park, KS, Santa Clara, CA, or Washington, DC. Drive consultative and solution selling by understanding customer business needs, shaping value-led propositions, and positioning Ericsson Mobile Financial Services capabilities to address strategic, operational, and commercial priorities.
Director of Technical Services - Food Safety EAGLE Certification GroupDirector of Technical Services - Food SafetyDayton, OHFull timeTeam Leadership: Lead, supervise, train, and mentor technical staff, including auditors and technical managers, to support high-quality audit performance and professional development. Our founding principles of Service, Integrity and Value are not just words in our tagline; these values are aspirational in that they provide guidance to each and every one at EAGLE in our day-to-day approach to our shared profession, to the public and to each other.
Environmental Services Department Manager Healthcare Services Group IncEnvironmental Services Department ManagerSpringfield, OHJoin Healthcare Services Group (HCSG) as an Account Manager, leading housekeeping, laundry, and floor care teams in a long-term care facility. If you''re looking for a role where you can lead with passion, drive positive change, and be part of a supportive and dedicated team, apply now and start making a difference at HCSG!
ENVIRONMENTAL SERVICES MANAGER 3RD SHIFT Compass Group North AmericaENVIRONMENTAL SERVICES MANAGER 3RD SHIFTDAYTON, OH$53,000–$55,000 / yearCrothall has more than 32,000 team members, with core services include: Environmental Services, Patient Transportation, Patient Observation, Healthcare Facilities Management, Sterile Processing Services, and Ambulatory EVS. You will coordinate the tasks of the frontline associates and will serve as a liaison between administration and unit departments, providing the highest possible level of service.
ENVIRONMENTAL SERVICES MANAGER 1ST SHIFT Compass Group North AmericaENVIRONMENTAL SERVICES MANAGER 1ST SHIFTDAYTON, OH$50,000–$60,000 / yearCrothall has more than 32,000 team members, with core services include: Environmental Services, Patient Transportation, Patient Observation, Healthcare Facilities Management, Sterile Processing Services, and Ambulatory EVS. You will coordinate the tasks of the frontline associates and will serve as a liaison between administration and unit departments, providing the highest possible level of service.
Manager, Editor, Government and Public Services (GPS) Deloitte Touche Tohmatsu LtdManager, Editor, Government and Public Services (GPS)OH$88,600–$163,100 / yearServing as a storytelling strategist, advising on optimal ways to communicate the given insights-including determining the right content type(s) for the given insights, and leveraging multimedia or multimodal storytelling and communication skills to develop copy to suit the medium (reports, articles, infographics, videos, dashboards, etc.). Your responsibilities will include: Leveraging your own subject matter expertise as an editor, as well as your overall business understanding and content skills when collaborating with Deloitte business leaders, internal and external thought leaders, government and public services research professionals, and publishing and marketing colleagues to strategize, develop, and execute research and insights stories on prioritized topics.
Assistant Manager Building Services Mitsubishi Electric Automotive America IncAssistant Manager Building ServicesMason, OHSupervise the maintenance and repair of building systems and equipment including but not limited to: • Compressed air • Wastewater treatment • Cooling towers and tanks • Fire suppression and building security • Plumbing • Electrical • Lighting • Balers • Regenerative Thermal Oxidizer • HVAC • Supervise the maintenance and repair of company-owned vehicles, including passenger vehicles, maintenance carts, and lifts. • Working knowledge of compressed air systems, fire suppression systems, wastewater treatment, general mechanical and electrical systems, and HVAC.
Service Technician - Refreshment Services (OH, Beavercreek) Five Star Food Service IncService Technician - Refreshment Services (OH, Beavercreek)Beavercreek, OHAbout Five Star Breaktime Solutions: Join one of the nations largest on-site food and beverage service providers proudly offering custom solutions to our clients including micro markets, full-line vending, coffee service, pantry service, sustainable products, water (filtered and bottled) service, catering, and corporate food service. Service technicians need to have a general mechanical/electrical aptitude, excellent diagnosis/troubleshooting skills, and the ability to work independently in a safe mannerism.
NewCFO Services Manager- Department of Defense Expertise Client ChallengeCFO Services Manager- Department of Defense ExpertiseDayton, OhioThe CFO Services Manager- Department of Defense Expertise is responsible for overseeing multiple client engagements and managing a team of Seniors and Accountants. The client service aspect will focus on outsourced accounting and interim Controller roles specifically supporting Department of Defense (DoD) clients.
Associate Client Manager LexisNexisAssociate Client ManagerDayton, OhioLexisNexis Legal & Professional® provides legal, regulatory, and business information and analytics that help customers increase their productivity, improve decision-making, achieve better outcomes, and advance the rule of law around the world. LexisNexis Legal & Professional, which serves customers in more than 150 countries with 11,300 employees worldwide, is part of RELX, a global provider of information-based analytics and decision tools for professional and business customers.
Client Advocate Clarifi IncClient AdvocateFairborn, OHRemoteThis role is ideal for those who excel in fast‑paced, high‑volume environments and are motivated by helping people take their first steps toward financial wellness. You'll engage with prospective clients, provide exceptional customer service, and help connect them to the right financial counseling resources.
System Integration Engineer - Project Senior Consultant Managed Services Deloitte Touche Tohmatsu LtdSystem Integration Engineer - Project Senior Consultant Managed ServicesOH$91,100–$143,600 / yearThe wage range for this role takes into account the wide range of factors that are considered in making compensation decisions including but not limited to skill sets; experience and training; licensure and certifications; and other business and organizational needs. Communicate regularly with Engagement Managers (Directors), project team members, and representatives from various functional and / or technical teams, including escalating any matters that require additional attention and consideration from engagement management.
Social Emotion Learning Coach- School Based/Out-Patient Services Empowering to ElevateSocial Emotion Learning Coach- School Based/Out-Patient ServicesDayton, OH$21–$24 / hourTemporarily assists in the transportation needs when not assigned to other program needs and may need to travel to multiple sites in order to provide necessary services. Provides crisis management services throughout the programs including the proper use of de-escalation techniques and restraints as necessary.
Social Emotion Learning Coach Part Time - School Based/Out-Patient Services Empowering to ElevateSocial Emotion Learning Coach Part Time - School Based/Out-Patient ServicesDayton, OH$21–$24 / hourTemporarily assists in the transportation needs when not assigned to other program needs and may need to travel to multiple sites in order to provide necessary services. Provides crisis management services throughout the programs including the proper use of de-escalation techniques and restraints as necessary.
Specialist Manager, Risk and Compliance Services (Personal Consultation) Deloitte Touche Tohmatsu LtdSpecialist Manager, Risk and Compliance Services (Personal Consultation)Dayton, OH$93,000–$171,300 / yearInterpreting and applying American Institute of Certified Public Accountants (AICPA), Securities and Exchange Commission (SEC), and Public Company Accounting Oversight Board (PCAOB) independence rules, as well as Deloitte US Firms independence policies, while identifying process improvement opportunities with team members. The Personal Consultation team within Independence & Conflicts Network (ICN) performs a critical consultation and risk-management function for the Deloitte US Firms, protecting Deloitte from conflicts of interest and keeping the Deloitte US Firms independent, objective, and impartial, in fact and appearance.
Associate Client Manager RELX Group plcAssociate Client ManagerDayton, OH$44,600–$74,400 / yearLexisNexis Legal & Professional provides legal, regulatory, and business information and analytics that help customers increase their productivity, improve decision-making, achieve better outcomes, and advance the rule of law around the world. LexisNexis Legal & Professional, which serves customers in more than 150 countries with 11,300 employees worldwide, is part of RELX, a global provider of information-based analytics and decision tools for professional and business customers.
Assistant Manager of Building Services trak groupAssistant Manager of Building ServicesMason, OHOversee maintenance and repair of facility systems including compressed air, wastewater treatment, cooling towers, fire suppression and security systems, plumbing, electrical, lighting, balers, regenerative thermal oxidizers, and HVAC. Bachelors degree in Mechanical, Electrical, or Facilities Engineering, or related technical field, or equivalent technical education or five years of building and/or equipment maintenance experience.
Client Assistant Robert W Baird & Co IncClient AssistantMiamisburg, OH$22.16–$29.29 / hourThe Impact You'll Make: Responsible for client onboarding coordination, which includes managing Financial Advisor(s) prospect pipeline, assisting with proposal generation, preparing new account paperwork, opening accounts, transitioning new assets to Baird, and establishing an ongoing communication/client service plan. Your work will directly contribute to the success of Baird's Private Wealth Management business, where true wealth management means understanding each client's unique vision and tailoring solutions to help them succeed.
Retention Client Manager - Legal & Professional LexisNexisRetention Client Manager - Legal & ProfessionalDayton, OhioWorking with moderately complex territory assigned accounts, products, services, sales or account management processes. As a Telephonic Client Manager you will manage, protect, and grow revenue through the sale of LexisNexis products, services, and content.
BRAND AND CREATIVE SERVICES MANAGER Premier Health PartnersBRAND AND CREATIVE SERVICES MANAGERDayton, OHJoin a dynamic team committed to shaping the brand image of an academic health system, driving brand consistency, awareness, preference, and loyalty while fostering a culture of collaboration and continuous improvement. As the Brand and Creative Services Manager, you will play a pivotal role in shaping and elevating our brand image and reputation across all touchpoints.
Merchant Services Account Executive - Business Development The PNC Financial Services Group IncMerchant Services Account Executive - Business DevelopmentDayton, OHPNC Employees take pride in our reputation and to continue building upon that we expect our employees to be: Customer Focused - Knowledgeable of the values and practices that align customer needs and satisfaction as primary considerations in all business decisions and able to leverage that information in creating customized customer solutions. In addition, PNC generally provides the following paid time off, depending on your eligibility: maternity and/or parental leave; up to 11 paid holidays each year; 9 occasional absence days each year, unless otherwise required by law; between 15 to 25 vacation days each year, depending on career level; and years of service.
Field Services Supervisor GardaWorld Security Services U.S.Field Services SupervisorDayton, OHFull timeGardaWorld Security is a global champion in sophisticated and tailored security solutions, employing and training highly skilled and dedicated professionals across the globe, offering a wealth of opportunities to individuals looking to gain experience and develop professionally in a growing industry. As the Field Services Supervisor in Dayton, OH, you'll be the vital link between our organization and our customers, ensuring top-tier customer service and representing GardaWorld as the industry's premier provider of contract security services.
Client Engagement Specialist PC Connection IncClient Engagement SpecialistWilmington, OHWorking under minimal supervision of the Manager of Customer Experience, referring only exceptional problems and issues for management review or approval, the Client Engagement Specialist ensures exceptional service delivery and execution for complex, enterprise accounts, ensuring that procedures, processes, data collection and reporting are all executed in a timely and precise manner. Ensures exceptional service delivery and execution for complex, enterprise accounts, ensuring that procedures, processes, data collection and reporting are all executed in a timely and precise manner.
Retention Client Manager - Legal & Professional RELX Group plcRetention Client Manager - Legal & ProfessionalDayton, OH$42,600–$70,800 / yearWorking with moderately complex territory assigned accounts, products, services, sales or account management processes. As a Telephonic Client Manager you will manage, protect, and grow revenue through the sale of LexisNexis products, services, and content.
Support Services Receptionist The Salvation Army USASupport Services ReceptionistDayton, OHManaging the daily operation of the SAHelp application portal, including opening and closing applications based on funding availability, assisting clients with the application process, and communicating program availability to the public. Updating the Support Services phone greeting and recorded messages to communicate office closures, program availability, funding status, and other important client information.
NewPrivate Client Banker - Springfield - Springfield, OH JPMorgan Chase & CoPrivate Client Banker - Springfield - Springfield, OHSpringfield, OHBeginning Oct. 1, 2018, if you are not currently registered, the Securities Industry Essential (SIE) exam, FINRA Series 6/7, state registration (including 63 or 66 if required) and Life licenses are required - or must be successfully completed within 180 days of starting the role. You have a passion for taking care of our customers and employees and making them feel welcomed and valued by building lasting relationships, doing the right thing, exceeding expectations and having a strong commitment to diversity and inclusion.
Associate Director - Construction Tax Services Dean Dorton Allen Ford, PLLCAssociate Director - Construction Tax ServicesOHLead and manage client service teams and engagements, requiring a variety of tasks, that may include: Managing workflow of engagements, ensuring deadlines are met, including the collection and review of client information to complete client engagement tasks. The Associate Director - Construction Tax Services role, focuses, leads and manages a diverse portfolio of clients and engagements, with a primary focus on construction related businesses.
Patient Services Rep/Phlebotomist (MAKO IN) The Health AlliancePatient Services Rep/Phlebotomist (MAKO IN)Dayton, OhioObjects in the weight range of 1 to 15 pounds are lifted and carried frequently; objects in the weight range of 16 to 25 pounds are lifted and carried occasionally and objects in the weight range of 26 to 40 pounds are seldom lifted and carried. Read, understand and comply with departmental policies, protocols and procedures: (i.e. Procedure Manuals, Safety Manual, Compliance Manual, Automobile Policies and Procedures, Employee Handbook, Quality Assurance Manual); and ensure that all staff members follow instructions.
Construction Services Technician (Kettering, OH) KBJWConstruction Services Technician (Kettering, OH)Dayton, OHFull timeRequires good hand-eye coordination, arm, hand and finger dexterity, including the ability to grasp, and visual acuity to use a keyboard, operate technical equipment, read technical information and to analyze complex data. Koontz Bryant Johnson Williams (KBJW) is seeking a Construction Services Technician to join our dynamic growing team in our Kettering, OH office.
Shelter Monitor – Domestic Violence Services Miami Valley Community Action PartnershipShelter Monitor – Domestic Violence ServicesEaton, OHFull timeThis position involves direct client engagement, crisis intervention, operational support, and policy enforcement to maintain a trauma-informed, secure, and respectful environment. Perform operational duties to ensure the smooth functioning of the shelter, including cleanliness, organization of supplies and donations, and facility safety monitoring.
Support Services Receptionist The Salvation Army Eastern TerritorySupport Services ReceptionistDayton, OhioPart timeManaging the daily operation of the SAHelp application portal, including opening and closing applications based on funding availability, assisting clients with the application process, and communicating program availability to the public. Updating the Support Services phone greeting and recorded messages to communicate office closures, program availability, funding status, and other important client information.
Client Care and Project Mgmt Support Rainbow International Of CincinnatiClient Care and Project Mgmt SupportFairfield, OhioThe successful candidate is highly motivated, has a high attention to detail, is a self-starter, has excellent time management skills, is a problem solver, projects a professional image both in person and over the phone, can successfully multi-task, works cooperatively and enthusiastically with others while balancing a variety of job responsibilities. Neither Rainbow International LLC (“Franchisor”) nor its affiliates have the power to: (1) hire, fire or modify the employment condition of franchisee’s employees; (2) supervise and control franchisee’s employee work schedule or conditions of employment; (3) determine the rate and method of payment; or (4) accept, review or maintain franchisee employment records.
IT Client System Analyst University of DaytonIT Client System AnalystDayton, OHPosition Summary: The IT Client Services Systems Analyst is primarily responsible for providing exemplary customer service in supporting University of Dayton Faculty and Staff with a wide range of technical systems and applications remotely and on-site, traveling between offices and campus locations. Knowledge and experience with workstation imaging processes and skill sets required to build, deploy and maintain images current Windows and OSX operating systems.
Shared Services Operations Specialist Assurant IncShared Services Operations SpecialistSpringfield, OH$16.23–$25.16 / hourA Fortune 500 company with a presence in 21 countries, Assurant supports the advancement of the connected world by partnering with the world's leading brands to develop innovative solutions and deliver an enhanced customer experience through mobile device solutions, extended service contracts, vehicle protection services, renters insurance, lender-placed insurance products, and other specialty products. Overview of Position: The Shared Services Operations Specialist handles the dispositioning of insurance claim checks on behalf of our financial institution clients, directly impacting the timeliness and accuracy of property damage claims .
Environmental Services Attendant Sodexo SAEnvironmental Services AttendantMonroe, OH$16–$18 / hourResponsibilities include: May provide housekeeping services in any location on client premises, including offices, patients'/residents' rooms, dorms, classrooms, schools, common areas, lavatories, halls, food service areas and any other areas that may require attention. We believe in improving the quality of life for those we serve and contributing to the economic, social, and environmental progress in the communities where we operate.
Client Partner - Life Sciences Industry Capgemini SEClient Partner - Life Sciences IndustryDayton, OH$88,544–$281,842 / yearIt delivers end-to-end services and solutions leveraging strengths from strategy and design to engineering, all fueled by its market leading capabilities in AI, generative AI, cloud and data, combined with its deep industry expertise and partner ecosystem. Important Notice: Compensation (including bonuses, commissions, or other forms of incentive pay) is not considered earned, vested, or payable until it becomes due under the terms of applicable plans or agreements and is subject to Capgemini's discretion, consistent with applicable laws.
J.P. Morgan Wealth Management - Private Client Advisor - Troy, Piqua - Ohio JPMorgan Chase & CoJ.P. Morgan Wealth Management - Private Client Advisor - Troy, Piqua - OhioPiqua, OHThis will be done with a consistent focus on relationship management, not portfolio management • Demonstrate a deep understanding of financial markets and sound business judgement • Exhibit unwavering integrity that points toward doing right by clients at every opportunity • Demonstrate a passion for educating clients on the technology and channels available to them to better monitor, maintain, and handle their investments • Provide a holistic view of clients' needs and financial coaching beyond investments • Embrace digital innovations to help clients become more digitally confident and bank when, where, and how they want. At least 2 years in a Financial Advisor role or equivalent financial services experience Demonstrated success in client acquisition, cultivating and maintaining client relationships, and integrating with key partners Demonated ability and commitment to goals-based planning and advice A valid and active Series 7 A valid and active Series 66 (63/65) license is required or must be obtained within 60 days of starting in the role as a condition of employment A valid and active Life, Health and Long Term Care Insurance license is required or must be obtained within 60 days of starting in the role as a condition of employment.