Wealth Services Professional

2 weeks ago


Cincinnati, Ohio, United States Wealthquest Full time

Wealthquest Corporation is seeking a seasoned Financial Services Professional to join our team in Cincinnati, OH as a Wealth Coordinator.

The ideal candidate will work closely with our high-net-worth client base, supporting our Wealth Advisors as part of a collaborative team.

Main Responsibilities:

  • Provide exceptional service and care for our clients, working in tandem with assigned advisors.
  • Onboard new clients by coordinating compliance and account paperwork, ensuring a seamless experience.
  • Act as the primary point of contact for existing clients, addressing service needs and inquiries.
  • Prepare reports and client information forms for in-office and virtual appointments with advisors.
  • Proactively engage with clients to encourage their involvement with our investment, financial planning, tax, estate, and insurance professionals.
  • Maintain accurate records of client interactions and staff communications, utilizing our CRM system for compliance.
  • Communicate with external entities to coordinate services for clients.

Requirements:

  • 4-year degree or equivalent industry experience.
  • 5+ years of customer service experience, preferably in RIA or brokerage settings.
  • Proficient in Windows, Excel, Outlook, and Word, with a high level of comfort using technology.
  • Critical thinking, attention to detail, and multi-tasking skills are essential.
  • Ability to effectively communicate with diverse individuals across age, style, and geography.
  • Exceptional client service and organizational skills are required.
  • Able to maintain confidentiality and demonstrate dependable attendance.
  • Desire to work collaboratively in an in-person team environment.


  • Cincinnati, Ohio, United States Bartlett Wealth Management Full time

    Job Title: Wealth Advisor, Portfolio ManagerJob Summary:Bartlett Wealth Management is seeking a highly skilled and experienced Wealth Advisor, Portfolio Manager to join our team. As a key member of our investment team, you will be responsible for providing exceptional client service, managing client investments, and developing new business opportunities.Key...

  • Wealth Coordinator

    1 month ago


    Cincinnati, Ohio, United States Wealthquest Full time

    Wealthquest Corporation is seeking a highly skilled and experienced professional to join our team as a Wealth Coordinator. This role is a critical part of our Wealth Advisors team, working directly with our high-net-worth client base to provide exceptional service and support.Key Responsibilities:As a Wealth Coordinator, you will be responsible...


  • Cincinnati, Ohio, United States Stratos Wealth Partners LLC Full time

    Financial Services CoordinatorAt Stratos Wealth Partners LLC, we are seeking a highly motivated and detail-oriented Financial Services Coordinator to join our team. This role will be responsible for providing exceptional client service and support to our financial advisors.Responsibilities:Manage client service inquiries and requests in a timely and...


  • Cincinnati, Ohio, United States Cypress HCM Full time

    Wealth Management OpportunityAbout the RoleCypress HCM is seeking a skilled Wealth Management Advisor to join our team. As a key member of our financial services team, you will be responsible for providing exceptional service to our clients, building strong relationships, and delivering tailored financial solutions.Key ResponsibilitiesDevelop and maintain...


  • Cincinnati, Ohio, United States Bartlett Wealth Management Full time

    Job Title: Investment Operations AssociateJob Summary:Bartlett Wealth Management is seeking an Investment Operations Associate to join our team. As a key member of our Operations department, you will be responsible for creating, maintaining, and supporting various functions and tasks within our portfolio management system.Responsibilities:* Maintain and...


  • Cincinnati, Ohio, United States Bartlett Wealth Management Full time

    Job SummaryBartlett Wealth Management is seeking a highly skilled Investment Operations Associate to join our team. As a key member of our Operations department, you will be responsible for creating, maintaining, and supporting various functions and tasks within our portfolio management system.Key ResponsibilitiesMaintain and support back-office reporting...


  • Cincinnati, Ohio, United States Stock Yards Bank and Trust Full time

    Job SummaryWe are seeking a highly motivated and experienced Wealth Management Business Development Officer to join our team at Stock Yards Bank and Trust. As a key member of our business development team, you will be responsible for identifying and pursuing new business opportunities, building relationships with key stakeholders, and driving revenue...


  • Cincinnati, Ohio, United States Fifth Third Bancorp Full time

    Job SummaryWe are seeking a highly skilled and experienced Wealth Management Advisor II to join our team at Fifth Third Bank. As a key member of our Private Bank, you will be responsible for providing exceptional client service and delivering tailored financial solutions to our high net worth clients.Key ResponsibilitiesSales: Develop and prospect internal...


  • Cincinnati, Ohio, United States Dorr Agency Full time

    Unlock Your Potential in Insurance SalesWe are seeking a motivated and coachable licensed and non-licensed agent to join our team at the Dorr Agency. Our team specializes in helping families and businesses with life, health, and wealth solutions using a proprietary platform that enables you to make an impact and increase your earnings with the industry's...


  • Cincinnati, Ohio, United States Aquarius Professional Staffing Full time

    Aquarius Professional Staffing: A Reputable Healthcare PartnerWe are seeking a skilled Healthcare Customer Service Representative to join our team in the Cincinnati area. As a representative of our organization, you will play a vital role in providing exceptional customer service to our clients and patients.Key Responsibilities:Respond to customer inquiries...


  • Cincinnati, Ohio, United States Specialty Professional Services Full time

    Job Opportunity for Computed Tomography TechnologistSpecialty Professional Services is seeking a skilled Computed Tomography Technologist to join our team in Columbus, OH. The ideal candidate will possess a current OH license or Compact license and have at least 1 year of recent experience in the field.Key Responsibilities:Operate computed tomography...

  • Account Executive

    3 weeks ago


    Cincinnati, Ohio, United States T-Mobile Full time

    At T-Mobile, we invest in our employees' growth and success. Our Total Rewards Package ensures that team members receive a competitive base salary and compensation package, which includes a wealth-building opportunity through our annual stock grant, employee stock purchase plan, 401(k), and access to free, year-round money coaches.This role is ideal for...


  • Cincinnati, Ohio, United States Ulta Beauty Full time

    Job SummaryAt Ulta Beauty, we're looking for a talented and passionate Beauty Services Professional to join our team. As a Stylist Assistant, you'll play a key role in delivering exceptional guest service and contributing to the success of our stores.Key ResponsibilitiesDeliver exceptional guest service and contribute to meeting or exceeding store goals...


  • Cincinnati, Ohio, United States U.S. Bancorp Full time

    Investment Compliance Role OverviewThe Investment Compliance Specialist will provide investment compliance risk oversight and credible challenge from the second line of defense. This role is designed to support the Wealth, Corporate, Commercial and Institutional Banking program.Key Responsibilities: Provide investment compliance risk oversight and credible...


  • Cincinnati, Ohio, United States Talbert House Full time

    Job Title: Social Services ProfessionalJob Summary:We are seeking a skilled Social Services Professional to join our team at Talbert House. As a key member of our interdisciplinary treatment team, you will provide individual and group counseling services to clients, develop comprehensive diagnostic assessments, and participate in treatment planning.Key...


  • Cincinnati, Ohio, United States Ohio Department of Developmental Disabilities Full time

    Job Title: Social Worker 2Job Summary:We are seeking a skilled Social Worker 2 to join our team at Ohio Department of Developmental Disabilities. As a Social Worker 2, you will provide high-quality social work services to individuals with developmental disabilities, their families, and caregivers.Key Responsibilities:Assess and develop individualized service...


  • Cincinnati, Ohio, United States Talbert House Full time

    Job Summary: Talbert House is seeking a skilled Social Services Professional to provide individual and group counseling services to clients. The ideal candidate will have a strong background in clinical counseling and be able to work effectively in a team environment.Key Responsibilities: Provide counseling services to clients, including individual and...


  • Cincinnati, Ohio, United States CommuniCare Family of Companies Full time

    Social Services Designee RoleAt CommuniCare Family of Companies, we are seeking a dedicated and compassionate Social Services Designee to join our team. As a key member of our care team, you will play a vital role in ensuring the psychosocial well-being of our residents.Key Responsibilities:Develop and maintain positive working relationships with direct...


  • Cincinnati, Ohio, United States CommuniCare Family of Companies Full time

    Transforming Lives, One Resident at a TimePleasant Ridge Healthcare Center, a member of the CommuniCare Family, is seeking a compassionate and dedicated Social Services Designee who shares our vision of enriching the lives of our residents with dignity, joy, and meaning.Key Responsibilities:Develop and maintain strong relationships with direct caregivers to...


  • Cincinnati, Ohio, United States Bodwe Professional Services Group Full time

    Job SummaryWe are seeking an experienced Facilities Project Manager to join our team at Bodwe Professional Services Group. As a key member of our Federal Support Services Branch, you will be responsible for overseeing the planning, execution, and closing of government projects, ensuring alignment with regulatory requirements.Key ResponsibilitiesDevelop and...