Sr. Registered Client Service Associate
4 weeks ago
Helium SEO is currently seeking aSr. Registered Client Service Associate to join our client's team in Kenwood, OH. This is a hybrid, direct-hire position.
Are you a seasoned professional in a client service role within the financial industry? Do you thrive in a collaborative environment where your expertise makes a real difference? If so, we have an excellent opportunity for you
Who This Position is With: This company is a leading financial services firm in Kenwood, OH, dedicated to serving high-net-worth individuals and families. The team is passionate about delivering exceptional service and empowering clients to achieve financial goals.
As a Senior Registered Client Service Associate, you'll play a pivotal role in the team's success.
You will:
- Maintain client management systems and ensure client information is up-to-date
- Educate clients on available services and capabilities; you will act as the first line of defense, providing exceptional assistance
- Assist with preparing reports and materials for client meetings
- Collect necessary documentation for opening new accounts and processing service requests
- Plan team marketing events and maintain marketing materials
- Provide the team with a detailed calendar of activities
The ideal candidate will have:
- Series 7 and 66 licenses
- 5+ years of experience in a similar role
- Bachelor’s degree
- Excellent communication and interpersonal skills
- Strong attention to detail
- Proficiency in Microsoft Office Suite
This company offers flexible work arrangements, including hybrid options, to accommodate your lifestyle. This purpose-led culture fosters collaboration and agility across global teams, ensuring we meet all business needs effectively.
The client is committed to equal opportunity employment and empowering diversity within their workforce across cultures, perspectives, skills, and experiences. If you are interested in joining the team, please apply for consideration.
-
Sr. Registered Client Service Associate
1 week ago
Cincinnati, United States Helium SEO Full timeHelium SEO is currently seeking a Sr. Registered Client Service Associate to join our client's team in Kenwood, OH. This is a hybrid, direct-hire position. Are you a seasoned professional in a client service role within the financial industry? Do you thrive in a collaborative environment where your expertise makes a real difference? If so, we have an...
-
Client Service Associate
4 weeks ago
Cincinnati, United States Oxford Financial Group, Ltd Full timeA Client Service Associate provides extraordinary client service as a dedicated member of a client service team. The Client Service Associate must demonstrate a commitment to client service through timely, confidential responses, exceptional work ethic and a positive attitude.Duties & Responsibilities:Client contact and relationship management Assists with...
-
Client Services Representative
4 days ago
Cincinnati, United States Robert Half Full timeJob Title: Client Services Associate (Investment Experience)Essential Duties & ResponsibilitiesSupport the daily administration of the Financial Advisor's business by opening new client accounts, preparing and processing account specific and investment related documentation, facilitating outgoing disbursements and incoming deposits of funds and securities,...
-
Client Services Representative
4 days ago
Cincinnati, United States Robert Half Full timeJob Title: Client Services Associate (Investment Experience)Essential Duties & ResponsibilitiesSupport the daily administration of the Financial Advisor's business by opening new client accounts, preparing and processing account specific and investment related documentation, facilitating outgoing disbursements and incoming deposits of funds and securities,...
-
Client Services Associate I
3 days ago
Cincinnati, United States Elevance Health Full timeTitle: Client Services Associate I Location: This position will work a hybrid model (remote and office). Ideal candidates will live within 50 miles of one of our PulsePoint locations. The Client Services Associate I will be responsible for performing customer service in a sales/account management environment. How you will make an impact: Responds to client...
-
Sr Creative Account Manager
1 day ago
Cincinnati, United States Matthews International Full timeEquator is a global packaging design agency, delivering strategy to shelf without compromise. We create powerful brands that get noticed and chosen. Equator is part of SGK. POSITION SUMMARY The Sr Creative Account Manager leads junior and senior level relationships with clients and key agency players. This role establishes trusted advisor relationships with...
-
Cincinnati, United States UC Health Full timeAt UC Health, we're proud to have the best and brightest teams and clinicians collaborating toward our common purpose: to advance healing and reduce suffering. As the region's adult academic health system, we strive for innovation and provide world-class care for not only our community, but patients from all over the world. Join our team and you'll be able...
-
Sr. Collections Specialist
1 week ago
Cincinnati, United States Tech Providers Full timeSr. Collections Specialist Location: Norwood, OH 45212 Duration: 12+ months with the possibility of extension Required: Minimum 2 years of corporate collections experience including interaction with a large customer base. Skills: Minimum 1-year experience in a finance, customer service, or collection background Computer skills - Proficient in Microsoft...
-
Client Service Representative
2 weeks ago
Cincinnati, United States Standard Textile Company, Inc. Full timeResolve customer issues with excellent interpersonal skills. Act as liaison between customers, sales consultants, and internal departments. Review, process, and enter orders into the JD Edwards Enterprise One system. Identify sales opportunities, and Client Service, Representative, Sales Consultant, Service, Manufacturing, Retail
-
Java Jr to Sr level
1 week ago
Cincinnati, United States Sogeti Full timeJava Jr and Sr level Sogeti USA Cincinnati is in a major growth mode and looking for experienced JAVA talent at all levels. Key skills are Java and J2ee. If experienced or have training in any of the other technologies associated in that stack like Spring, Hibernate, Struts, Jboss, Eclipse etc.. are a plus. This is full time employment with Sogeti....
-
Java Jr to Sr level
12 hours ago
Cincinnati, United States Sogeti Full timeJava Jr and Sr level Sogeti USA Cincinnati is in a major growth mode and looking for experienced JAVA talent at all levels. Key skills are Java and J2ee. If experienced or have training in any of the other technologies associated in that stack like Spring, Hibernate, Struts, Jboss, Eclipse etc.. are a plus. This is full time employment with Sogeti....
-
Sr. Reimbursement Specialist
2 weeks ago
Cincinnati, United States UC Health Full timeUC Health is hiring a Full Time Sr. Reimbursement Specialist. This position will provide support to the Governmental Reimbursement function for UC Health, including support to the Director of System Governmental Reimbursement, as well as system and facility finance leaders, including Chief Financial Officers. The Sr Reimbursement Specialist will report...
-
Sr. Reimbursement Specialist
2 weeks ago
Cincinnati, United States UC Health Full timeUC Health is hiring a Full Time Sr. Reimbursement Specialist. This position will provide support to the Governmental Reimbursement function for UC Health, including support to the Director of System Governmental Reimbursement, as well as system and facility finance leaders, including Chief Financial Officers. The Sr Reimbursement Specialist will report...
-
Private Client Service Supervisor
3 days ago
Cincinnati, United States Arthur J. Gallagher & Company Full timeThe Client Service Supervisor is accountable for leading a Client Service team that delivers high quality and efficient service to both the internal and external clients within a Hub for a specific client segment. This role reports directly into the Client Service, Supervisor, Continuous Improvement, Private, High School, Operations, Insurance, Business...
-
Sr. Full Stack Engineer
1 week ago
Cincinnati, United States upHire Full timeHiring! Sr. Full Stack Engineer [ .Net / C# / SQL ] Title: Sr. Full Stack Engineer Client: Fortune 500 Location: Cincinnati, OH 45245 (hybrid) Type: FTE / Direct Hire Salary: $120 150K Benefits: PTO, Holidays, Health, Dental, Vision, 401K, etc. Overview: Join a Fortune 500 voted on the Best Places to Work. Join a cross functional agile team and help build...
-
IT Client Services Analyst, IS&T
1 week ago
Cincinnati, United States UC Health Full timeCoordinates all Client Services related work at a designated UC Health facility. Develops project work plans and facilitates teams to implement and support new applications, products or upgrades. Preferred: Bachelor's degree in Information Systems or Computer Science** Minimum Required: Three years' experience in technical support or analysis in a PC...
-
Sr. Full Stack Engineer
4 weeks ago
Cincinnati, United States upHire Full timeHiring!Sr. Full Stack Engineer[ .Net / C# / SQL ]Title: Sr. Full Stack EngineerClient: Fortune 500Location: Cincinnati, OH 45245 (hybrid)Type: FTE / Direct HireSalary: $120 – 150KBenefits: PTO, Holidays, Health, Dental, Vision, 401K, etc.Overview:• Join a Fortune 500 voted on the Best Places to Work.• Join a cross functional agile team and help build...
-
Sr. Full Stack Engineer
4 weeks ago
Cincinnati, United States upHire Full timeHiring!Sr. Full Stack Engineer[ .Net / C# / SQL ]Title: Sr. Full Stack EngineerClient: Fortune 500Location: Cincinnati, OH 45245 (hybrid)Type: FTE / Direct HireSalary: $120 – 150KBenefits: PTO, Holidays, Health, Dental, Vision, 401K, etc.Overview:• Join a Fortune 500 voted on the Best Places to Work.• Join a cross functional agile team and help build...
-
Sr. Full Stack Engineer
4 weeks ago
Cincinnati, United States upHire Full timeHiring!Sr. Full Stack Engineer[ .Net / C# / SQL ]Title: Sr. Full Stack EngineerClient: Fortune 500Location: Cincinnati, OH 45245 (hybrid)Type: FTE / Direct HireSalary: $120 – 150KBenefits: PTO, Holidays, Health, Dental, Vision, 401K, etc.Overview:• Join a Fortune 500 voted on the Best Places to Work.• Join a cross functional agile team and help build...
-
Sr. Maintenance Technician
2 weeks ago
Cincinnati, United States Wallick Communities Full timeJob DescriptionDescription Wallick Communities is searching for a Sr. Maintenance Technician to join the team supporting the Villages at Roll Hill apartments in Cincinnati. The pay range for this position is $25 - $28 per hour. Wallick Communities gives low-income families, single parents, and senior citizens a place called “home” – thanks to five...