Investment Banking Account Representative

3 weeks ago


Columbus, Ohio, United States RTA US Full time
About the Role

This Investment Banking Account Representative position is available for a 6-month duration in Columbus, OH. The successful candidate will receive a competitive hourly rate of $19-$19.50 per hour.

Key Responsibilities

  • Interact with internal clients via phone calls to provide excellent customer service.
  • Offer ongoing support during the account opening process and maintain relationships with clients.
  • Develop strong working relationships with internal teams and stakeholders.
  • Solve client issues efficiently and professionally.
  • Stay up-to-date with industry developments and adapt to changes.

Qualifications

  • Excellent verbal and written communication skills.
  • Ability to work well under pressure and meet deadlines.
  • Strong problem-solving and critical thinking skills.
  • Proficiency in MS Office tools including Outlook, Excel, Word, and PowerPoint.
  • Effective teamwork and time management skills.

Pride Health's Commitment

Pride Health is dedicated to creating a diverse and inclusive environment where everyone feels valued and respected.



  • Columbus, Ohio, United States Russell Tobin Full time

    Job OpportunityA career opportunity has arisen for a Customer Service Representative to join our team at Russell Tobin.Salary: $18.00 - $19.16 per hourResponsibilitiesEngage with internal clients through both inbound and outbound phone calls.Offer initial and ongoing support during account opening and throughout the account life cycle.Deliver outstanding...


  • Columbus, Ohio, United States Russell Tobin Full time

    Job OverviewRussell Tobin is a reputable company that offers career growth opportunities for customer service professionals. As an Account Representative (Customer Support - Bank Call Center), you will be part of an amazing team in Columbus, OH.


  • Columbus, Ohio, United States Russell Tobin Full time

    Job Summary: We are looking for a Banking Customer Service Representative to provide world-class service to our clients. As a representative of our company, you will be responsible for delivering exceptional support through incoming calls, addressing service inquiries with accuracy and efficiency, and assisting with Cash Management products, online account...


  • Columbus, Ohio, United States Stonehenge Partners Full time

    About Us:">At Stonehenge Partners, we pride ourselves on our commitment to partnering with talented individuals who share our vision for success. As a Business Development professional, you will play a critical role in driving our growth strategy forward by identifying and pursuing new business opportunities.">Job Description:">As a seasoned finance...


  • Columbus, Ohio, United States Cypress HCM Full time

    Wealth Management Advisor RoleThis position requires a highly skilled and experienced professional to manage existing client relationships and develop new connections. The ideal candidate will have a deep understanding of the client's financial and family situation, enabling them to create a tailored investment management strategy and financial plan.Main...


  • Columbus, Ohio, United States Bank of America Full time

    As a Consumer Investments Lead at Bank of America, you will be responsible for managing a team of Financial Solutions Advisors, driving local strategies to deepen relationships and ensure operational excellence. Key responsibilities include managing sales, coaching advisors, and developing effective recruiting strategies.Company Overview:Bank of America is a...


  • Columbus, Ohio, United States First Citizens Bank Full time

    **Overview**At First Citizens Bank, we value our customers and strive to provide exceptional service. Our Sales & Service Representatives are the face of our organization, responsible for delivering a positive customer experience.**Key Responsibilities:**Engage with customers to understand their banking needs and preferencesProcess transactions accurately...


  • Columbus, Ohio, United States Russell Tobin Full time

    Join Our TeamRussell Tobin, a premier investment banking firm in Columbus, OH, is seeking a skilled Customer Support Representative to support our internal clients. As a key member of our team, you will be responsible for delivering exceptional service and achieving business objectives.Key Details• Location: Columbus, OH• Duration: 6 months (with...


  • Columbus, Ohio, United States Huntington National Bank Full time

    About Our TeamThe Corporate Ventures team at Huntington National Bank is dedicated to driving business growth through strategic partnerships, investments, and mergers and acquisitions. As a key member of this team, you will collaborate with experienced professionals who share your passion for innovation and excellence. Together, you will develop and execute...


  • Columbus, Ohio, United States Russell Tobin Full time

    About the JobWe are looking for a highly motivated and experienced Account Representative to join our team in Columbus, OH. As a six-month temporary position, this role requires a high level of professionalism, career drive, and commitment to providing World-Class Service.Pay Rate: $19.17/hourKey ResponsibilitiesYou will be responsible for handling incoming...

  • Bank Security Analyst

    3 weeks ago


    Columbus, Ohio, United States WesBanco Bank, Inc Full time

    **Job Title:** Bank Security AnalystWesBanco Bank, Inc is seeking a highly skilled Bank Security Analyst to join our team in the Fraud, Bank Secrecy Act and Security Admin Department.**Estimated Salary:** $65,000 - $85,000 per year**Job Description:** The Bank Security Analyst assists and supports the Financial Intelligence Unit (FIU) by investigating and...


  • Columbus, Ohio, United States SS&C Technologies Full time

    **Investment Reporting Specialist:**We are seeking an Investment Reporting Specialist to join our Private Markets team at SS&C Technologies. As an Investment Reporting Specialist, you will be responsible for delivering high-quality financial reporting to our clients.Key Responsibilities:Deliver accurate and timely work product within deliverable...


  • Columbus, Ohio, United States Nationwide Full time

    Nationwide's vision is to be the most trusted, most caring, and most customer-focused protection company. Our Investment team manages approximately $130 billion and strives to combine client focus, investment discipline, and teamwork to deliver superior results. We are seeking an experienced Investment Strategy Specialist to assist in the development and...


  • Columbus, Ohio, United States FriendsOffice Full time

    Job SummaryWe are seeking a highly motivated Sales Account Development Representative to join our team at FriendsOffice. As a Sales Account Development Representative, you will be responsible for prospecting new B2B accounts via telephone contacts and implementing sales strategies to achieve monthly revenue goals.The ideal candidate will have a Bachelor's or...


  • Columbus, Ohio, United States Russell Tobin Full time

    Job DescriptionRussell Tobin is a leading provider of financial services in Columbus, Ohio.We are currently seeking a skilled Customer Service Representative to join our team.As a Customer Service Representative, you will be responsible for handling incoming phone calls regarding various service inquiries on Client accounts.Key responsibilities include...


  • Columbus, Ohio, United States Fifth Third Full time

    Opportunities Abound at Fifth Third BankFifth Third Bank is dedicated to helping our customers achieve their financial goals. We're seeking a highly motivated and customer-focused Financial Services Representative to join our team in Bexley, Ohio. As a key member of our banking team, you will be responsible for providing exceptional customer service and...


  • Columbus, Ohio, United States Hamilton Capital Full time

    About the JobWe are seeking a highly skilled Client Relations Representative to join our team at Hamilton Capital. This is an exceptional opportunity to make a meaningful impact on our clients' lives and help them build great financial legacies.The successful candidate will be responsible for delivering outstanding client service, establishing new accounts,...


  • Columbus, Ohio, United States Randstad US Full time

    About the Job:Randstad US is seeking a motivated and detail-oriented Customer Account Representative to join our team. In this role, you will be responsible for handling incoming phone calls from clients regarding their accounts and providing exceptional service and support.Key Responsibilities:Handle phone calls from clients regarding account-related...


  • Columbus, Ohio, United States Dale Carnegie of Kentucky and Central Ohio Full time

    Dale Carnegie of Kentucky and Central Ohio is seeking a talented Business Development Representative to join our team. As a key member of our sales team, you will be responsible for identifying new business opportunities, building strong relationships with clients, and driving revenue growth.This is a fantastic opportunity to develop your sales skills and...


  • Columbus, Ohio, United States Veterans Sourcing Group Full time

    We're seeking talented Brokerage Account Representatives to join our team at Veterans Sourcing Group. As a key contributor to our Brokerage Services division, you will be responsible for handling incoming phone calls and responding to client inquiries in a timely and professional manner.The successful candidate will have a strong understanding of Brokerage...