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.
-
Client Service Associate
1 month 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
1 week 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
5 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
2 weeks 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,...
-
Sr Creative Account Manager
1 week 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...
-
Sr. Collections Specialist
7 days 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...
-
Java Jr to Sr level
7 days 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....
-
Services Manager
2 days ago
Cincinnati, United States Experis Full timeOur client, a Fortune 30 retailer, is seeking a Sr. Web Engineer to join their team. As a Sr. Web Engineer (React), you will be part of Enterprise Applications supporting the SDK team. The ideal candidate will have strong communication and secure development best practices, which will align successfully in the organization. Job Title: Sr. Web Engineer...
-
Sr. Full Stack Engineer
1 month 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
1 month 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
1 month 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...
-
Sales & Customer Service Associate
2 days ago
Cincinnati, United States Massage Envy Full timeOverview: Where Better Careers Begin! Massage Envy Hyde Park Do you have a passion for helping others? At the Massage Envy Hyde Park franchise, we support and inspire you to be your best while we work together to help clients feel their best. As a team, we're committed to delivering an excellent experience and growing our member base to help more people on...
-
Sr. Maintenance Technician
3 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...
-
Administrative/Customer Service Associate
3 weeks ago
Cincinnati, United States the trak group Full timeJob DescriptionJob DescriptionAdministrative/Customer Service Associate Utilize your experience in wire transfers or related fields to provide exceptional service to our clients while enjoying the camaraderie of a dedicated team.Why you should work here:Join a great team in a stable environment with a high level of tenure.Opportunity to work with a...
-
GUEST SERVICE ASSOCIATE
4 weeks ago
Cincinnati, United States United Dairy Farmers Full timePosition Title: Guest Services Associate Reports to: Store Manager Schedule: Part Time (25 hours or less per week); may work 1st, 2nd or 3rd shift Pay Range: $10.50/hour - $13.00/hour NOTE: You must be at least 16 years old to work at United Dairy Farmers. Position Description: The primary...
-
GUEST SERVICE ASSOCIATE
3 weeks ago
Cincinnati, United States United Dairy Farmers Full timePosition Title: Guest Services Associate Reports to: Store Manager Schedule: Part Time (25 hours or less per week); may work 1st, 2nd or 3rd shift Pay Range: $11.00/hour - $13.00/hour NOTE: You must be at least 16 years old to work at United Dairy Farmers. Position Description: The primary...
-
GUEST SERVICE ASSOCIATE
2 weeks ago
Cincinnati, United States United Dairy Farmers Full timePosition Title: Guest Services Associate Reports to: Store Manager Schedule: Part Time (25 hours or less per week); may work 1st, 2nd or 3rd shift Pay Range: $11.50/hour - $13.50/hour NOTE: You must be at least 16 years old to work at United Dairy Farmers. Position Description: The primary...
-
GUEST SERVICE ASSOCIATE
2 weeks ago
Cincinnati, United States United Dairy Farmers Full timePosition Title: Guest Services Associate Reports to: Store Manager Schedule: Part Time (25 hours or less per week); may work 1st, 2nd or 3rd shift Pay Range: $11.00/hour - $13.00/hour NOTE: You must be at least 16 years old to work at United Dairy Farmers. Position Description: The primary...
-
Sr PR Manager, Consumer Bank
2 weeks ago
Cincinnati, United States Fifth Third Full timeMake banking a Fifth Third better We connect great people to great opportunities. Are you ready to take the next step? Discover a career in banking at Fifth Third Bank. The Sr PR Manager will promote Fifth Third's consumer banking strategy and leadership and protect and defend its reputation. This individual will focus on proactive and reactive media...
-
Sr. Quality Engineer
4 weeks ago
Cincinnati, United States Saxon Global Full timeTitle: Sr. Quality Engineer Client: KROGER Location: Cincinnati, OH/ Hybrid 3 days Onsite and 2 days Remote Long term contract Must Haves: * Selenium WebDriver * WebDriver IO * Java * STRONG communication & documentation experience Nice to Have: Playwright, Puppeteer, and NPM Own and be accountable for test strategy, test planning, and test execution within...