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.
NewAssociate Client Service Manager FidelityAssociate Client Service ManagerCovington, KentuckyRemotePlease be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. These benefits include comprehensive health care coverage and emotional well-being support, market-leading retirement, generous paid time off and parental leave, charitable giving employee match program, and educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career.
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.
NewTax 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.
NewTax 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.
Financial Reporting Manager - Stock Plan Services FidelityFinancial Reporting Manager - Stock Plan ServicesCovington, KentuckyRemoteOperations Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. As an important member of the Financial Reporting team, you will participate in all operational aspects of the reporting process; client developed scheduled reporting to ad-hoc report development (including fee for service projects).
NewTax Senior Manager, Private Client Services BDO International LtdTax Senior Manager, Private Client ServicesCincinnati, OH$146,000–$200,000 / yearSignificant knowledge of taxation related to personal income, estate and gift tax and wealth retention strategies, as well as taxation of entities owned by business owners (partnership and corporate taxation), is required. Job Summary: The Tax Senior Manager, Private Client Services assists in providing tax compliance and consulting services to our high net worth clients.
NewTax Senior Manager, Private Client Services BDO USA PCTax Senior Manager, Private Client ServicesCincinnati, OH$146,000–$200,000 / yearSignificant knowledge of taxation related to personal income, estate and gift tax and wealth retention strategies, as well as taxation of entities owned by business owners (partnership and corporate taxation), is required. Job Summary: The Tax Senior Manager, Private Client Services assists in providing tax compliance and consulting services to our high net worth clients.
NewClient Service Manager FidelityClient Service ManagerCovington, KentuckyRemotePlease be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. These benefits include comprehensive health care coverage and emotional well-being support, market-leading retirement, generous paid time off and parental leave, charitable giving employee match program, and educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career.
Coordinator, Warehousing Client Services Estes Forwarding WorldwideCoordinator, Warehousing Client ServicesBatavia, Ohio$21–$24 / hourFull timeA subsidiary of Estes Express lines with corporate located in Richmond, Virginia, EFW is uniquely backed by Estes Express Lines’ extensive line haul network providing EFW clients with a hybrid transportation network. Overview: Estes Forwarding Worldwide (EFW) is a leading domestic and international freight forwarder in the United States, providing customized logistics and warehousing solutions for clients around the world and across all industries via air, ground, and ocean freight.
NewTax 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.
NewTax 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.
International Tax Services - Manager PwCInternational Tax Services - ManagerCincinnati, OH$99,000–$266,000 / yearA career within International Tax Services will provide you with the opportunity to help PwC address their cross border tax needs both locally and globally by managing their global tax rates, finding areas of cost reduction, and responding to inquiries from regulatory authorities. As a Manager you are expected to supervise, develop, and coach teams, manage client service accounts, and drive assigned client engagement workstreams by independently solving and analyzing complex problems to develop exceptional deliverables.
Compliance Risk Manager - Client Service Center US BankCompliance Risk Manager - Client Service CenterCincinnati, OH$119,765–$140,900 / yearIn 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. Partners with their assigned Line of Business, other Risk/Compliance/Audit (RCA) professionals, and RCA Managers to, depending on their function, create, implement, maintain, review or oversee an effective risk management framework.
NewCustomer Service Representative / Account Manager trak groupCustomer Service Representative / Account ManagerCincinnati, OHThey should be comfortable managing accounts, following up on quotes, supporting outside sales, identifying additional sales opportunities, and staying on top of numerous customer needs at once. The ideal candidate is highly organized, responsive, and comfortable building customer relationships while identifying opportunities to grow existing accounts and develop new business.
Feldkamp Cincinnati - Project Manager- Sheet Metal Services Feldkamp EnterprisesFeldkamp Cincinnati - Project Manager- Sheet Metal ServicesCincinnati, OHFull timeCoordinate purchasing of materials, reviewing weekly job costs and productive hours, ensure appropriate communication regarding project timelines, known issues, changes to scope of work or projected timelines, reviewing of other sub-contractors onsite which directly affect jobsite production and deadlines. • Attend weekly Operations Meeting to address job costs, % of completion for each project and phase, review and ensure tracking forms are accurate, update on any change orders and T&M Tickets received or completed, anticipated labor to finish the job, discuss any current or potential problem areas.
Credit Portfolio Manager - Professional Services And Contractors, Institutional Client Group US BankCredit 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.
Credit Portfolio Manager - Professional Services And Contractors East, Institutional Client Group US BankCredit Portfolio Manager - Professional Services And Contractors East, Institutional Client GroupCincinnati, OH$105,400–$124,000 / 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.
NewWork From Home - Client Services Associate Global Elite Empire ConsultantsWork From Home - Client Services AssociateHamilton, OhioAll interviews will be conducted via Zoom video conferencing (Global Elite Empire Consultants is a third-party recruiter, not an insurance agency) We may use artificial intelligence (AI) tools to support parts of the hiring process, such as reviewing applications, analyzing resumes, or assessing responses and identifying potential inconsistencies or verification signals in application materials based on available information. Take advantage of this opportunity to work from home, enjoy a schedule that suits your lifestyle, and receive mentorship as you advance your career in client service leadership.
Account Manager - Small Business GallagherAccount Manager - Small BusinessCincinnati, OhioThe actual compensation will be influenced by a wide range of factors including, but not limited to previous experience, education, pay market/geography, complexity or scope, specialized skill set, lines of business/practice area, supply/demand, and scheduled hours. We are looking for people who are passionate about building relationships with clients, will collaborate with the sales team to achieve goals, constantly seek improvement, and will demonstrate the value Gallagher can provide.