Client Service Specialist
3 weeks ago
Magellan Financial & Insurance Services, Inc. provided pay range This range is provided by Magellan Financial & Insurance Services, Inc.. Your actual pay will be based on your skills and experience talk with your recruiter to learn more. Base pay range $45,000.00/yr - $60,000.00/yr Additional compensation types Annual Bonus Direct message the job poster from Magellan Financial & Insurance Services, Inc. Director of Acquisitions | Talent, M&A, Special Projects The Opportunity: Be the Face of a High-Growth Financial Brand. You are looking for more than a standard reception role where you simply answer phones and watch the clock. You want to be the operational anchor of a fast-paced organization that is making waves in the media. Omega Wealth Private Capital is not a traditional, stuffy financial firm. We are a rapid-growth engine driven by a massive media presence, including WI$E MONEY TV and radio, and an active calendar of educational workshops across the tri-state area. We are looking for a polished, high-energy professional to own our front-of-house experience and drive the logistics behind our client events. Your Role & Impact: This is a high?visibility position at our Cincinnati Headquarters. You will serve as the first point of contact for our high?net?worth clients and the logistical backbone for our marketing and new business teams. You will move beyond simple administrative tasks to manage the flow of a bustling office and orchestrate successful events that drive our firm's growth. What You Will Accomplish Own the First Impression: create a world?class welcome experience for all guests, managing the lobby, hospitality, and phone lines with warmth and professionalism Drive Event Logistics: manage the complete run?of?show for workshops and events, including RSVPs, materials prep, catering, and venue coordination Accelerate Business Operations: support the Director of New Business by preparing welcome packets, executing clean data entry for inbound leads, and managing digital document flows Master Schedule Management: coordinate complex calendars for advisors and events, ensuring confirmations and meeting preparations are executed flawlessly Lead Vendor Coordination: act as the primary liaison for building management and vendors to ensure our facility remains pristine and fully operational Who We Are Looking For Experience: 25+ years in client service, office coordination, or event support (Financial Services or Professional Services background preferred) Tech?Savvy: proficiency in Microsoft 365 (Outlook, Teams, Excel) and a willingness to master CRM systems Communication: exceptional written and verbal communication skills with a polished, professional demeanor Logistical Mindset: strong organizational skills with the ability to manage checklists, deadlines, and details under pressure Application Instructions: If you are ready to advance your career with a firm that invests in your growth, apply now. Please submit your resume and a brief cover letter outlining your experience with client service or event coordination. Seniority level Not Applicable Employment type Full?time Job function Administrative, Customer Service, and Finance Industries: Insurance, Investment Management, and Investment Advice #J-18808-Ljbffr
-
Client Services Specialist
3 weeks ago
Cincinnati, United States Asset Living Full timeClient Services Specialist The ideal candidate will play a pivotal role in onboarding and offboarding properties within our property management portfolio. The Client Services Specialist will collaborate with various stakeholders to ensure seamless transitions regardless of if they are entering or exiting the Asset Living portfolio. This role involves a...
-
Customer Service Sales Specialist
1 week ago
Cincinnati, United States Strategic HR Client Full timeCustomer Service Sales SpecialistJoin Our Team as a Spare Parts Customer Service Specialist!We're looking for a customer-focused professional who's passionate about delivering exceptional service and support. In this role, you'll be the go-to expert for customers needing spare parts or warranty assistance, ensuring their needs are met with clarity, speed,...
-
Customer Service Sales Specialist
2 weeks ago
Cincinnati, Ohio, United States Strategic HR Client Job Openings Full time $40,000 - $80,000 per yearJob Opportunity - Customer Service Sales Specialist with Fameccanica in West Chester, OH In office positionAre you energized by helping customers solve problems after the sale? Do you thrive in a fast-paced environment where communication and coordination are key? Can you turn technical challenges into customer satisfaction and loyalty?Join Our Team as a...
-
Client Service Specialist/Financial Paraplanner
3 weeks ago
Cincinnati, United States AlerStallings Full timeGolden Reserve is looking for an experienced Client Services Specialist (CSS). Our CSS is a mix of a Paraplanner and Client Services Coordinator. Unlike other financial institutions, this is NOT an administrative role. As a CSS, you would be responsible for: Managing our entire back?end client sales process, including building our client Roadmaps (our...
-
Client Specialist
7 days ago
Cincinnati, OH, United States Baird Full timeAbout the Role: As a Client Specialist at Baird, you'll play a pivotal role in delivering outstanding client service and operational support to one or more Financial Advisors. You'll be at the heart of the client experience-coordinating onboarding, managing communications, supporting account operations, and helping organize impactful client events. Your...
-
Cincinnati, OH, United States Golden Reserve LLC Full timeGolden Reserve is looking for an experienced Client Services Specialist (CSS). Our CSS is a mix of a Paraplanner and Client Services Coordinator. Unlike other financial institutions, this is NOT an administrative role. As a CSS, you would be responsible for (1) managing our entire back-end client sales process, including the building our client Roadmaps (our...
-
Cincinnati, OH, United States Golden Reserve LLC Full timeGolden Reserve is looking for an experienced Client Services Specialist (CSS). Our CSS is a mix of a Paraplanner and Client Services Coordinator. Unlike other financial institutions, this is NOT an administrative role. As a CSS, you would be responsible for (1) managing our entire back-end client sales process, including the building our client Roadmaps (our...
-
Client Service Specialist/Financial Paraplanner
2 weeks ago
Cincinnati, OH, United States Golden Reserve LLC Full timeGolden Reserve is looking for an experienced Client Services Specialist (CSS). Our CSS is a mix of a Paraplanner and Client Services Coordinator. Unlike other financial institutions, this is NOT an administrative role. As a CSS, you would be responsible for (1) managing our entire back-end client sales process, including the building our client Roadmaps (our...
-
Cincinnati, Ohio, United States Golden Reserve Full timeGolden Reserve is looking for an experienced Client Services Specialist (CSS). Our CSS is a mix of a Paraplanner and Client Services Coordinator. Unlike other financial institutions, this is NOT an administrative role.As a CSS, you would be responsible for (1) managing our entire back-end client sales process, including the building our client Roadmaps (our...
-
Benefits Specialist
4 weeks ago
Cincinnati, United States Strategic HR Client Full timeBenefits SpecialistAs the Benefits Specialist with 4myBenefits, you will be the main point of contact for our clients and various internal departments within the company and provide ongoing service delivery to support client requirements and needs.Other responsibilities include:Serve as the first-level system support for assigned clients and communicate with...
