NewSales and Service Agent Remote HMG CareersSales and Service Agent RemoteSeven Mile, OHRemoteYou will work remotely, serving clients by providing guidance and protection solutions for individuals and families. Increased earning potential in later years through performance and renewals.
NewRemote Sales and Service Advisor HMG CareersRemote Sales and Service AdvisorMilford, OHRemoteYou will work remotely, serving clients by providing guidance and protection solutions for individuals and families. Increased earning potential in later years through performance and renewals.
NewRemote Sales and Service Agent HMG CareersRemote Sales and Service AgentNorwood, OHRemoteYou will work remotely, serving clients by providing guidance and protection solutions for individuals and families. Increased earning potential in later years through performance and renewals.
NewClient Services Consultant - Service Academy MetLife IncClient Services Consultant - Service AcademyCincinnati, OH$60,000–$70,000 / yearRecognized on Fortune magazine\''s list of the "World\''s Most Admired Companies", Fortune World's 25 Best Workplaces, as well as the Fortune 100 Best Companies to Work For, MetLife, through its subsidiaries and affiliates, is one of the world's leading financial services companies; providing insurance, annuities, employee benefits and asset management to individual and institutional customers. The CSC is part of an overall account team tasked with understanding the customers' needs and wants and focused on delivering group benefit products that meet those needs, along with delivering a service experience that exceeds expectations and makes it easy for customers to do business with MetLife.
NewClient Services Consultant II Service Academy MetLife IncClient Services Consultant II Service AcademyCincinnati, OH$70,000–$80,000 / yearRecognized on Fortune magazine\''s list of the "World\''s Most Admired Companies", Fortune World's 25 Best Workplaces, as well as the Fortune 100 Best Companies to Work For, MetLife, through its subsidiaries and affiliates, is one of the world's leading financial services companies; providing insurance, annuities, employee benefits and asset management to individual and institutional customers. The CSC is part of an overall account team tasked with understanding the customers' needs and wants and focused on delivering group benefit products that meet those needs, along with delivering a service experience that exceeds expectations and makes it easy for customers to do business with MetLife.
Director, Client Services (Wealth Management) Bartlett Wealth ManagementDirector, Client Services (Wealth Management)Cincinnati, OHThis role oversees staff performance, operational effectiveness, and process improvement while leading the strategic vision for service operations, aligning priorities, improving efficiency, and supporting a differentiated client experience. Provides oversight of core client service workflows, including new account openings, transfers, money movements, custodial paperwork, and ongoing client service activities.
Tax Manager, Private Client Services BDO International LtdTax Manager, Private Client ServicesCincinnati, OH$112,000–$150,000 / yearA Tax Manager, Private Client Services is responsible for utilizing their educational background and professional experience as well as their communication, time management, leadership, technical, business development, and people skills to provide tax compliance and consulting services to our high net-worth clients. Offering a high touch approach, we have extensive experience serving high net-worth individuals, their families, family offices, C-Suite executives, athletes, entertainers, as well as other people with complicated tax and financial structures.
Tax Manager, Private Client Services BDO USA PCTax Manager, Private Client ServicesCincinnati, OH$112,000–$150,000 / yearA Tax Manager, Private Client Services is responsible for utilizing their educational background and professional experience as well as their communication, time management, leadership, technical, business development, and people skills to provide tax compliance and consulting services to our high net-worth clients. Offering a high touch approach, we have extensive experience serving high net-worth individuals, their families, family offices, C-Suite executives, athletes, entertainers, as well as other people with complicated tax and financial structures.
NewTax Senior Manager, Private Client Services BDO International LtdTax Senior Manager, Private Client ServicesCincinnati, OH$146,000–$200,000 / yearA Tax Senior Manager, Private Client Services (PCS) is responsible for utilizing their educational background and professional experience as well as their communication, time management, leadership, technical, business development, and people skills to provide tax compliance and consulting services to our high net-worth clients. Offering a high touch approach, we have extensive experience serving high net-worth individuals, their families, family offices, C-Suite executives, athletes, entertainers, as well as other people with complicated tax and financial structures.
NewTax Senior Manager, Private Client Services BDO USA PCTax Senior Manager, Private Client ServicesCincinnati, OH$146,000–$200,000 / yearA Tax Senior Manager, Private Client Services (PCS) is responsible for utilizing their educational background and professional experience as well as their communication, time management, leadership, technical, business development, and people skills to provide tax compliance and consulting services to our high net-worth clients. Offering a high touch approach, we have extensive experience serving high net-worth individuals, their families, family offices, C-Suite executives, athletes, entertainers, as well as other people with complicated tax and financial structures.
Tax Managing Director, Private Client Services BDO International LtdTax Managing Director, Private Client ServicesCincinnati, OH$215,000–$270,000 / yearA Tax Managing Director, Private Client Services (PCS) is responsible for utilizing their educational background and professional experience as well as their communication, time management, leadership, technical, business development, and people skills to provide tax compliance and consulting services to our high net-worth clients. Offering a high touch approach, we have extensive experience serving high net-worth individuals, their families, family offices, C-Suite executives, athletes, entertainers, as well as other people with complicated tax and financial structures.
Tax Managing Director, Private Client Services BDO USA PCTax Managing Director, Private Client ServicesCincinnati, OH$215,000–$270,000 / yearA Tax Managing Director, Private Client Services (PCS) is responsible for utilizing their educational background and professional experience as well as their communication, time management, leadership, technical, business development, and people skills to provide tax compliance and consulting services to our high net-worth clients. Offering a high touch approach, we have extensive experience serving high net-worth individuals, their families, family offices, C-Suite executives, athletes, entertainers, as well as other people with complicated tax and financial structures.
NewClient Services Associate HCM Wealth Advisors & CPAsClient Services AssociateCincinnati, OHHCM WEALTH ADVISORS & CPAs Client Service Associate — Job Posting HCM Wealth Advisors & CPAs is an independent, fee-only Wealth Management/Registered Investment Advisor firm (RIA) located in Cincinnati, Ohio. We are a digital-forward firm, and this role plays a key part in keeping client paperwork, digital forms, and tax documents moving through an efficient, largely paperless workflow.
Client Services Representative - Full Time L&E Research IncClient Services Representative - Full TimeBlue Ash, OHAs a member of the Client Services team, you'll have a clear path to becoming a Senior CSR, and potential opportunities to work in other departments like Operations, Recruiting, and Data Analysis, etc. If you've worked in client services, hospitality, or admin support, and if you're comfortable with Microsoft Office (Word, Excel, Teams) and OneDrive, you would be a great candidate for this job.
Senior Client Service Manager - Commercial Lines GallagherSenior Client Service Manager - Commercial LinesCincinnati, OhioFull timeAbout you : Here’s what you’ll bring to the role: Bachelor's degree with a minimum of 5+ years of client service and/or claims management experience, or High School degree/GED with a minimum of 10+ years of client service and/or claims management experience. How you'll make an impact : Here’s what you’ll do: Lead the renewal process and strategy for more complex accounts by overseeing compilation of client information, needs analysis, and helping deliver timely, tailored solutions.
Credit Portfolio Manager - Professional Services and Contractors, Institutional Client Group U.S. BancorpCredit Portfolio Manager - Professional Services and Contractors, Institutional Client GroupCincinnati, OH$133,365–$156,900 / yearResponsibilities include: underwriting all types of credit account exposure, managing an assigned credit portfolio, successfully closing new business relationships and expanding existing relationships, managing credit risk and responding to prospect or customer credit questions and making independent calls on assigned portfolio of relationships. In addition, certain positions may also be subject to the requirements of FINRA, NMLS registration, Reg Z, Reg G, OFAC, the NFA, the FCPA, the Bank Secrecy Act, the SAFE Act, and/or federal guidelines applicable to an agreement, such as those related to ethics, safety, or operational procedures.
NewClient Service Manager Fund Evaluation Group LLCClient Service ManagerCincinnati, OHFEG employs 140+ professionals across offices in Cincinnati, Ohio, Dallas, Texas, and Indianapolis, Indiana, with approximately $100.4 billion2 in client assets under advisement. The individual is an integral part of the implementation of investment decisions for client relationships and requires a strong background in financial operations to resolve account specific administrative and operational issues.
Personal Lines - Client Services Analyst Cincinnati Financial CorpPersonal Lines - Client Services AnalystCincinnati, OH$50,000–$60,000 / year165807'',''true'',''165807'',''false'',''Submission for the position: Personal Lines - Client Services Analyst - (Job Number: 2600535)'',''false'',''165807'',''false'',''true'',''Personal Lines - Client Services Analyst'',''2600535'',''US-OH-Fairfield'',''!*! Our Personal Lines Operations department seeks a client services analyst to play a critical role in supporting and enhancing systems used by our Personal Lines business partners and agents.
Tax Senior, Private Client Services BDO USA PCTax Senior, Private Client ServicesCincinnati, OH$84,000–$110,000 / yearA Tax Senior, Private Client Services is responsible for utilizing their educational background and professional experience as well as their communication, time management, leadership, technical, business development, and people skills to provide tax compliance and consulting services to our high net-worth clients. Offering a high touch approach, we have extensive experience serving high net-worth individuals, their families, family offices, C-Suite executives, athletes, entertainers, as well as other people with complicated tax and financial structures.
Tax Senior, Private Client Services BDO International LtdTax Senior, Private Client ServicesCincinnati, OH$84,000–$110,000 / yearA Tax Senior, Private Client Services is responsible for utilizing their educational background and professional experience as well as their communication, time management, leadership, technical, business development, and people skills to provide tax compliance and consulting services to our high net-worth clients. Offering a high touch approach, we have extensive experience serving high net-worth individuals, their families, family offices, C-Suite executives, athletes, entertainers, as well as other people with complicated tax and financial structures.