Patient Service Representative I (Greater Cincinnati) Breg, Inc.Patient Service Representative I (Greater Cincinnati)Cincinnati, OH$24–$28 / hourPart timeAssociates degree in a Healthcare-related field, completion of an approved healthcare certification or certificate program, or equivalent combination of relevant education and hands on experience in orthotics, athletic training, sports medicine, durable medical equipment (DME), or patient care required. Reviews and works pending claims by retrieving required missing information from customers, identifying and escalating trends in documentation deficiencies, and utilizing systems such as Power BI, Breg Vision, and the Breg Claims System (BCS) to support daily operations and improve billing outcomes.
Customer Service Manager - State Farm Agent Team Member Doug Zeigler - State Farm AgentCustomer Service Manager - State Farm Agent Team MemberMason, OHFull timeService can include responding to inquiries regarding insurance availability, eligibility, coverages, policy changes, transfers, claim submissions, and billing clarification. Employees of State Farm agents must be able to successfully complete any applicable licensing requirements and training programs.
Branch Office Administrator Edward D Jones & Co LPBranch Office AdministratorFairfield, OHEdward Jones is based on a legacy of partnership and as a privately held firm we share the success with our associates through various discretionary and variable compensation programs, which includes bonus opportunities based on branch and firm profitability, along with individual performance. Full-time Associates receive the following benefits: Edward Jones' compensation and benefits package includes medical and prescription drug, dental, vision, voluntary benefits (such as accident, hospital indemnity, and critical illness), short- and long-term disability, basic life, and basic AD&D coverage.
J.P. Morgan Wealth Management - Private Client Advisor - Northern Kentucky / Cincinnati - Ohio JPMorgan Chase Bank, N.A.J.P. Morgan Wealth Management - Private Client Advisor - Northern Kentucky / Cincinnati - OhioCincinnati, OHFull timeUsing a broad investment product and thought leadership platform along with cutting edge digital technology, you will be front and center representing our brand and interacting with our clients to offer the best investment solutions to meet their financial needs. Chase is a leading financial services firm, helping nearly half of America's households and small businesses achieve their financial goals through a broad range of financial products.
NewManaging Director, Advisor Growth WealthBridge Financial GroupManaging Director, Advisor GrowthFairfield, OHYou’ll have the support, infrastructure, and brand strength of a firm with over 175 years of history—while maintaining the freedom to grow your practice and develop a leadership style that reflects your vision. This role is ideal for an experienced advisor who has successfully built a personal practice and is now ready to take on a leadership position focused on both personal growth and team development.
Market Director Thrivent Financial for LutheransMarket DirectorCincinnati, OH$145,000–$211,000 / yearThe base pay actually offered will be determined by a variety of factors including, but not limited to, location, relevant experience, skills, and knowledge, business needs, market demand, and other factors Thrivent deems important. DUTIES & RESPONSIBILITIES: Attract and Retain Talent: Build and execute a plan to recruit quality talent by developing trusting relationships within broad networks, leverage and grow your personal centers of influence (COI) to obtain referrals for talent to fit across channels.
Client Relationship Associate Bartlett Wealth ManagementClient Relationship AssociateCincinnati, OHThis position is a member of the client service team and works closely with Wealth Advisors, Financial Planners, clients, and several departments within the firm and plays a critical role in supporting client service, retention, and business growth. Proficiency with Microsoft applications, including Outlook, Word, and Excel with advanced skills for exporting and merging information into documents and a demonstrated ability to use/learn advanced software, systems, and devices.
Managing Director WealthBridge Financial GroupManaging DirectorCovington, KY$125,000–$175,000 / yearYou’ll have the support, infrastructure, and brand strength of a firm with over 175 years of history—while maintaining the freedom to grow your practice and develop a leadership style that reflects your vision. This role is ideal for an experienced advisor who has successfully built a personal practice and is now ready to take on a leadership position focused on both personal growth and team development.
Manager/ Senior Manager, Defined Benefit Operations FidelityManager/ Senior Manager, Defined Benefit OperationsCovington, KentuckyRemoteTransaction Processing 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. The Manager, Defined Benefit Operations builds strong, influential partnerships across internal teams to ensure high client satisfaction.
Wealth Management Advisor II Fifth Third BankWealth Management Advisor IICincinnati, OHThe base salary for this position is reflective of the range of salary levels for all roles within this pay grade across the U.S. Individual salaries within this range will vary based on factors such as role, relevant skillset, relevant experience, education and geographic location. Effectively utilizes Life360 Discovery process to profile clients and issues spot client needs that result in AUM, Loans, Deposits, Estate Planning, and Wealth Planning.
Senior Technology Risk Advisor Fifth Third BancorpSenior Technology Risk AdvisorCincinnati, OHGENERAL FUNCTION: As first line of defense, conducts analysis related to identifying, assessing, mitigating, and managing risks necessary to comply with new or changing laws, regulations, regulatory guidance, and best practices deemed necessary by key stakeholders (such as Legal, Compliance, Enterprise Risk and Audit partners). ESSENTIAL DUTIES AND RESPONSIBILITIES: Assists business controls leadership with the development of complex strategies and the implementation of controls, policies, and procedures to increase effectiveness and efficiency related to the respective business or functional area.
Senior Estate Settlement Advisor - Private Bank The PNC Financial Services Group IncSenior Estate Settlement Advisor - Private BankCincinnati, OH$112,000–$208,000 / yearEngages in the most complex estate administration, including addressing special assets, liquidity and concentrated holdings; assisting in resolution of family/beneficiary conflicts; preserving and conserving estate assets overall; obtaining accurate valuations and meeting all administrative and legal deadlines. 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.
Vice President, Portfolio Management (Commercial and Industrial Upper Middle Market- East or Central Region) KeyCorpVice President, Portfolio Management (Commercial and Industrial Upper Middle Market- East or Central Region)Cincinnati, OH$96,000–$181,000 / yearAdditionally, the VP, Portfolio Management is responsible for ongoing credit monitoring and risk rating for a portfolio of corporate clients with a complexity profile commensurate to experience (primarily participation in other bank's syndicated deals with a small number of Left Lead deals), reviewing legal documentation, and assisting product partners in cross-selling additional bank products. Gather and analyze all relevant financial data for, often high value, clients or prospects, including spreading financial statements and/or collaborating with third party vendor to ensure accuracy of financial spreads statements, analyzing historical performance, accurately calculating credit metrics, identifying risks and mitigants, and assessing creditworthiness, etc.
Business Controls Associate - Commercial and Payments IT Fifth Third BankBusiness Controls Associate - Commercial and Payments ITCincinnati, OhioBe part of a purpose-driven bank that puts customers, communities, and employees first· Play a key role in the Bank’s Commercial Banking and Payments technology platforms, including cloud adoption and modernization· Work in a culture that values collaboration, inclusion, integrity, and continuous improvement · Grow your career while helping modernize banking in a well-governed, responsible way. As first line of defense, conducts analysis related to identifying, assessing, mitigating, and managing risks necessary to comply with new or changing laws, regulations, regulatory guidance, and best practices, with a primary focus on Commercial IT and Payments IT platforms, processes, and supporting technologies .
MBA Leadership Development Associate Western & Southern Financial GroupMBA Leadership Development AssociateCINCINNATI, OhioFull timeRequires visual acuity to read and interpret a variety of correspondence, procedures, reports and forms via paper and electronic documents, visual inspection involving small defects; small parts, and/or operation of machinery (including inspection); using measurement devices continuously. It is designed to develop top MBA graduates (LDP associates) and MBA students (LDP summer interns) through strategic assignments, high visibility assignments, and partnership with our senior management team.
Sales Associate Luma Financial TechnologiesSales AssociateCincinnati, OhioWe’re looking for an energetic salesperson to join our team in Cincinnati to help manage and grow relationships with registered investment advisors (RIAs). This role is ideal for someone with a finance or insurance background who enjoys building relationships, driving business, and thrives in a fast-paced, opportunity-rich environment.
Entry-Level Sales Associate Luma Financial TechnologiesEntry-Level Sales AssociateCincinnati, OhioWe’re looking for a motivated, early-career sales person to join our team in Cincinnati to help manage and grow relationships with registered investment advisors (RIAs). This role is ideal for someone with a finance or insurance background who enjoys building relationships, driving business, and thrives in a fast-paced, opportunity-rich environment.
Client Assistant Robert W Baird & Co IncClient AssistantFort Wright, KYThe 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.
Regional Vice President WealthBridge Financial GroupRegional Vice PresidentCincinnati, OHThe ideal candidate will be a proven leader in the financial services industry with a passion for building high-performing teams, fostering a culture of excellence, and executing long-term strategies that deliver measurable results. In this influential role, the RVP will provide senior leadership and direction to Managing Directors throughout the region, with the overarching responsibility of driving growth, enhancing advisor development, and expanding the firm’s presence in the market.
Private Client Advisor KeyCorpPrivate Client AdvisorSpringboro, OHCoordinate all aspects of investment product delivery within assigned Branch(es), including the in person coaching and mentoring of branch personnel, client management, service delivery and other resources in order to maximize client needs/best interest-based sales production. Responsible for growing new clients and expanding existing relationships with clients more than $50,000 in investable assets and will specifically target and execute a consistent sales process and financial plan for clients and prospects with investable assets between $250,000 to $2 Million.