Financial Services Representative

7 days ago


Dublin, Ohio, United States Dawson Full time
Job Opportunity

We are seeking a highly skilled and dedicated professional to join our team at Dawson as a Client Services Specialist.

Job Summary

The successful candidate will be responsible for managing all aspects of client investment accounts and overall financial picture, attending client meetings, and communicating regularly with clients. Additionally, they will support compliance needs, ensure adherence to regulatory standards, and utilize Client Relationship Management (CRM) software to handle account applications and cash flow paperwork.

Key Responsibilities
  • Manage client investment accounts and financial picture
  • Attend client meetings and communicate regularly
  • Support compliance needs and regulatory standards
  • Utilize CRM software for account applications and paperwork
  • Collaborate with portfolio managers, financial advisors, and other professionals to meet client needs
Requirements
  • Commitment to a long-term position (10 years or more)
  • Experience working with CRMs and investment software
  • Strong interpersonal skills and pleasant disposition
  • High attention to detail and effective note-taking abilities
  • Comfort with technology and proficiency in Microsoft Office Suite
  • Excellent organizational and time management skills
  • Strong analytical and research skills
  • Exceptional verbal, written, presentation, and interpersonal communication skills
What We Offer
  • 401K retirement plan
  • Vacation time
  • Flexible work environment in a professional office

Please note that there is no insurance offered.



  • Dublin, Ohio, United States Fifth Third Full time

    Job SummaryFifth Third Bank is seeking a highly motivated and customer-focused Personal Banker Associate I to join our team in Dublin, Ohio. As a key member of our Financial Center, you will be responsible for providing exceptional customer service, building relationships, and driving sales growth through the consultative sales process.Key...


  • Dublin, Ohio, United States Dawson Full time

    Job OverviewDawson is seeking a highly skilled Financial Services Representative to join our team. As a key member of our client service team, you will be responsible for managing all aspects of client investment accounts and providing exceptional service to our clients.Key ResponsibilitiesManage client investment accounts, including portfolio management and...


  • Dublin, Ohio, United States Dawson Full time

    Job OpportunityWe are seeking a highly skilled and dedicated professional to join our team as a Client Services Specialist at Dawson. This is a permanent opportunity with a competitive hourly rate of $20.00-$25.00.Key Responsibilities:Manage client investment accounts and financial portfoliosAttend client meetings and provide regular communicationSupport...


  • Dublin, Ohio, United States Dawson Full time

    Job Title: Client Services SpecialistAbout the Role:We are seeking a highly skilled Client Services Specialist to join our team at Dawson. As a key member of our wealth management team, you will be responsible for managing client investment accounts and providing exceptional service to our clients.Key Responsibilities:Manage all aspects of client investment...


  • Dublin, Ohio, United States Creative Financial Staffing Full time

    About the RoleWe are seeking a highly skilled Senior Accountant to join our team at Creative Financial Staffing. As a Senior Accountant, you will play a key role in providing financial analysis and support to our clients.ResponsibilitiesPerform financial analysis and reporting to support business decisionsDevelop and maintain financial models and...


  • Dublin, Ohio, United States BMI Federal Credit Union Full time

    About BMI Federal Credit UnionBMI Federal Credit Union is a not-for-profit, financial cooperative providing banking services to our member-owners. Our goal is simple - to improve the financial well-being of our members and our community.Job SummaryWe are seeking a highly skilled and customer-focused Contact Center Representative to join our team. As a...


  • Dublin, Ohio, United States BMI Federal Credit Union Full time

    About BMI Federal Credit UnionBMI Federal Credit Union is a not-for-profit, financial cooperative providing banking services to our member-owners. Our goal is simple - to improve the financial well-being of our members and our community.Job SummaryWe are seeking a highly skilled and customer-focused Contact Center Representative to join our team. As a...


  • Dublin, Ohio, United States Fifth Third Full time

    About the RoleWe are seeking a highly skilled and customer-focused individual to join our team as a Lead CSR/Teller. As a key member of our Financial Center, you will be responsible for providing exceptional customer service, building relationships, and driving sales growth.Key ResponsibilitiesDeepen relationships with customers by listening to their needs,...


  • Dublin, Ohio, United States Dale Nifong - State Farm Agent Full time

    Position OverviewWe are seeking a highly motivated and customer-focused individual to join our team as a Customer Relations Representative. As a representative, you will be responsible for establishing and maintaining strong relationships with our customers, providing them with exceptional service, and helping them find the right insurance and financial...


  • Dublin, Ohio, United States Fifth Third Full time

    About the RoleWe are seeking a highly skilled and customer-focused individual to join our team as a Customer Service Representative. As a key member of our Financial Center team, you will be responsible for providing exceptional customer service, building relationships, and driving sales growth.Key ResponsibilitiesProvide personalized service to customers,...


  • Dublin, Ohio, United States Allstate - Lengal Financial Agency Full time

    Job OverviewAt Allstate - Lengal Financial Agency, we are seeking a highly motivated and confident individual to join our team as an Insurance Sales Representative. This is an exciting opportunity for a career-minded individual to start their path in sales and service.Key ResponsibilitiesProspect and generate new business through leads and referral...


  • Dublin, Ohio, United States Creative Financial Staffing Full time

    {"title": "Accounts Receivable/Accounts Payable Clerk", "description": "Financial ExcellenceAs a key member of our team, you will play a vital role in ensuring our financial success. Your contributions will directly impact our company's growth and stability.Personal TouchJoin a team that values meaningful relationships with its customers. You'll be part of...


  • Dublin, Ohio, United States Fifth Third Full time

    About the RoleWe are seeking a highly skilled and customer-focused individual to join our team as a Customer Service Representative. As a key member of our Financial Center team, you will be responsible for providing exceptional customer service and support to our clients.Key ResponsibilitiesCustomer Experience: Deepen relationships with customers by...


  • Dublin, Ohio, United States Fifth Third Full time

    About the RoleWe are seeking a highly skilled and customer-focused individual to join our team as a Lead CSR/Teller. As a key member of our Financial Center, you will be responsible for providing exceptional customer service, building relationships, and driving sales growth.Key ResponsibilitiesDeepen customer relationships by actively listening, asking...


  • Dublin, Ohio, United States Fifth Third Full time

    Transform Banking with ExcellenceWe're seeking a dedicated professional to join our team at Fifth Third Bank. As a Customer Service Representative, you'll play a vital role in delivering exceptional customer experiences and driving business growth.Key Responsibilities:Customer Experience: Build strong relationships with customers, understand their needs, and...


  • Dublin, Ohio, United States Creative Financial Staffing Full time

    Senior Accountant Job DescriptionCreative Financial Staffing is seeking a highly skilled Senior Accountant to join our client's accounting department in Columbus, Ohio.Key Responsibilities:Manage all functions within general accounting, including journal entries and bank reconciliationsConduct analysis projects for P&L and balance sheet analysisProvide...


  • Dublin, Ohio, United States Sparks Group Full time

    Job Title: Call Center RepresentativeWe are seeking a highly skilled and customer-focused Call Center Representative to join our team at Sparks Group. As a key member of our customer service team, you will be responsible for providing exceptional service to our members through phone calls and electronic messages.Key Responsibilities:Build rapport with...


  • Dublin, Ohio, United States Fifth Third Full time

    About the RoleWe are seeking a highly skilled and customer-focused individual to join our team as a Customer Service Representative. As a key member of our Financial Center team, you will be responsible for providing exceptional customer service, building relationships, and driving sales growth.Key ResponsibilitiesProvide personalized service to customers,...


  • Dublin, Ohio, United States Sparks Group Full time

    Job Title: Call Center RepresentativeSparks Group is seeking a highly skilled Call Center Representative to join our team. As a key member of our customer service team, you will be responsible for providing exceptional service to our members through phone calls and electronic messages.Responsibilities:Build strong relationships with members by processing...


  • Dublin, Ohio, United States Sparks Group Full time

    {"Job Title": "Call Center Representative", "Job Description": "Job SummarySparks Group is seeking a skilled Call Center Representative to join our team. As a key member of our customer service team, you will be responsible for providing exceptional service to our members through phone calls and electronic messages.ResponsibilitiesBuild rapport with members...