Current jobs related to Client Services Coordinator - Cincinnati, Ohio - Advisor Employee Services

  • Client Services Coordinator

    2 weeks ago

    Cincinnati, Ohio, United States CBRE Full time

    About the Role:We are seeking a highly organized and detail-oriented Client Services Coordinator to provide administrative support to our sales professionals. As a key member of our team, you will be responsible for preparing proposals, presentations, and marketing materials, as well as coordinating the distribution of internal and external marketing...

  • Client Services Coordinator

    2 weeks ago

    Cincinnati, Ohio, United States CBRE Full time

    About the Role:As a Client Services Coordinator at CBRE, you will be responsible for providing general administrative support to an office or group of sales professionals. This includes preparing proposals, presentations, and communications materials, as well as coordinating the distribution of internal and external marketing information.Key...

  • Client Relationship Coordinator

    2 months ago

    Cincinnati, Ohio, United States Wealthquest Full time

    Wealthquest Corporation is seeking a dedicated Financial Services Professional to fill the role of Wealth Coordinator.Position Overview:Support Wealth Advisors in managing our affluent clienteleFacilitate the onboarding process for new clients and oversee documentationServe as the primary contact for current clients regarding their service inquiriesGenerate...

  • Client Service Associate

    2 months ago

    Cincinnati, Ohio, United States Oxford Financial Group, Ltd Full time

    Job SummaryA Client Service Associate provides exceptional client service as a dedicated member of a client service team. The ideal candidate will demonstrate a commitment to client service through timely, confidential responses, and a positive attitude.Key ResponsibilitiesClient contact and relationship managementAssists with the preparation and review of...

  • Client Service Associate

    2 months ago

    Cincinnati, Ohio, United States Oxford Financial Group, Ltd Full time

    Job Title: Client Service AssociateA Client Service Associate plays a vital role in delivering exceptional client service as a dedicated member of our client service team. This position requires a commitment to client service through timely, confidential responses, exceptional work ethic, and a positive attitude.Key Responsibilities:Client contact and...

  • Client Service Associate

    1 month ago

    Cincinnati, Ohio, United States Oxford Financial Group, Ltd Full time

    Job Title: Client Service AssociateA Client Service Associate plays a vital role in delivering exceptional client service as a dedicated member of our client service team. This position requires a commitment to client service through timely, confidential responses, exceptional work ethic, and a positive attitude.Key Responsibilities:Client contact and...

  • Client Service Associate

    3 weeks ago

    Cincinnati, Ohio, United States Oxford Financial Group, Ltd Full time

    Job SummaryOxford Financial Group, Ltd is seeking a highly skilled Client Service Associate to join our team. As a Client Service Associate, you will be responsible for providing exceptional client service and support to our clients.Key ResponsibilitiesClient Contact and Relationship ManagementAssist with the preparation and review of client-focused...

  • Client Service Representative

    3 weeks ago

    Cincinnati, Ohio, United States HELP Plumbing Heating Cooling and Electric Full time

    Job OverviewWe are seeking a highly skilled and customer-focused individual to join our team as a Client Sales Specialist. As a key member of our sales team, you will be responsible for providing exceptional customer service and support to our clients.Key ResponsibilitiesProvide timely and accurate information to clients via phone, email, or in-person.Assist...

  • Client Service Associate

    2 months ago

    Cincinnati, Ohio, United States Oxford Financial Group, Ltd Full time

    We are seeking a highly skilled Client Service Associate to join our team at Oxford Financial Group, Ltd.About the Role:This is a key position in our client service team, responsible for providing exceptional service to our clients.The ideal candidate will have a strong work ethic, excellent communication skills, and a positive attitude.Key...

  • Field Service Coordinator

    2 weeks ago

    Cincinnati, Ohio, United States RightStone Full time

    Job Title: Field Service CoordinatorRightStone is seeking a highly skilled Field Service Coordinator to join our team. As a Field Service Coordinator, you will be responsible for managing field service orders, coordinating with service managers, and ensuring timely updates and processing.Key Responsibilities:Manage order booking processes, following detailed...

  • Client Services Representative

    2 weeks ago

    Cincinnati, Ohio, United States Kodiak Solutions inc. Full time

    Job Title: Client Services AssociateWe are a prominent sales and business development firm in the Cincinnati area that represents top clients in the telecommunications and technology industries. Our ultimate goal is to ensure our clients are achieving maximum brand visibility and increasing customer engagement. As a Client Services Associate, you will work...

  • Client Service Representative

    2 weeks ago

    Cincinnati, Ohio, United States Fusion HCR Full time

    Job SummaryFusion HCR is seeking a highly skilled Client Service Representative to deliver exceptional client experiences by identifying, troubleshooting, and assisting clients' needs. The ideal candidate will have a strong background in customer service, preferably in the retirement or financial services industry.Key ResponsibilitiesProvide inbound and...

  • Client Service Representative

    4 weeks ago

    Cincinnati, Ohio, United States Fusion HCR Full time

    Job SummaryFusion HCR is seeking a highly skilled Client Service Representative to deliver exceptional client experiences by identifying, troubleshooting, and assisting clients' needs. The ideal candidate will have a strong background in customer service, preferably in the retirement or financial services industry.Key ResponsibilitiesDeliver superior client...

  • Client Service Representative

    2 weeks ago

    Cincinnati, Ohio, United States O'Connor Acciani & Levy Full time

    O'Connor Acciani & Levy is seeking a professional and detail-oriented Client Service Representative to handle inbound and/or outbound phone calls. Responsibilities include providing exceptional client service, handling phone calls, and ensuring a positive experience for clients. If you have a professional demeanor and excellent communication skills, this is...

  • Logistics Coordinator

    2 weeks ago

    Cincinnati, Ohio, United States Innovative Cleaning Services Full time

    Job OverviewInnovative Cleaning Services is seeking a skilled Delivery Driver to join our team.Key ResponsibilitiesEnsure safe and efficient delivery of goods to clientsCommunicate effectively with dispatchers, drivers, and team members to coordinate deliveriesMeet delivery deadlines and maintain a high level of customer satisfactionPerform routine truck...

  • Logistics Coordinator

    2 months ago

    Cincinnati, Ohio, United States Innovative Cleaning Services Full time

    Innovative Cleaning Services is seeking a skilled Delivery Driver to join our team. As a key member of our logistics team, you will be responsible for ensuring timely and safe delivery of our cleaning services to our clients. Your duties will include:Key ResponsibilitiesOperating a company vehicle to transport cleaning supplies and equipment to client...

  • Client Service Representative

    2 weeks ago

    Cincinnati, Ohio, United States Harrison Gray Search and Consulting LLC Full time

    The Opportunity:The Client Service Specialist is a key role in our organization, responsible for building and maintaining strong relationships with clients. This position requires exceptional customer service skills, with a focus on delivering prompt, accurate, and thoughtful service to clients.This role involves providing high-level support to team members...

  • Client Service Representative

    3 weeks ago

    Cincinnati, Ohio, United States O'Connor, Acciani & Levy Full time

    Job Title: Intake SpecialistO'Connor, Acciani & Levy is seeking a full-time Intake Specialist to join our team. As an Intake Specialist, you will be responsible for handling inbound and outbound phone calls, providing exceptional client service, and ensuring a smooth and efficient intake process.Responsibilities:Handle inbound and outbound phone callsProvide...

  • Client Service Representative

    2 weeks ago

    Cincinnati, Ohio, United States O'Connor, Acciani & Levy Full time

    Intake Specialist OpportunityO'Connor, Acciani & Levy is seeking a professional and detail-oriented Intake Specialist to join our team.Key Responsibilities:Handle inbound and outbound phone calls with exceptional customer service skillsProvide top-notch support to clients, ensuring their needs are met and exceededCollaborate with the team to ensure seamless...

  • Building Services Coordinator

    2 weeks ago

    Cincinnati, Ohio, United States NSG Inc Full time

    Job Summary:The Building Services Assistant plays a vital role in ensuring the smooth operation of building services, including maintenance, janitorial, and security at an office location in downtown Cincinnati.Key Responsibilities:Coordinate various tasks and collaborate with clients to ensure seamless service delivery.Provide administrative support as...

Client Services Coordinator

2 months ago

Cincinnati, Ohio, United States Advisor Employee Services Full time
About the Role

We are seeking a highly organized and detail-oriented Client Services Administrator to join our team at Advisor Employee Services. As a key member of our team, you will be responsible for providing exceptional client service and support to our financial advisors and clients.

Key Responsibilities
  • Client Service: Respond to client inquiries and resolve issues in a timely and professional manner.
  • Application Processing: Review and process client applications, ensuring accuracy and completeness.
  • Database Management: Maintain accurate and up-to-date client information in our database.
  • Communication: Develop and maintain strong relationships with clients and financial advisors through regular communication and updates.
  • Administrative Support: Provide administrative support to financial advisors, including preparing client review summaries and updating client account information.
Requirements
  • Experience: 2+ years of experience in a financial services or administrative role.
  • Skills: Strong organizational and communication skills, with the ability to work in a fast-paced environment.
  • Software: Proficiency in MS Office Suite and CRM software, with the ability to learn new software quickly.
What We Offer
  • Competitive Salary: $45,000 - $50,000 per year.
  • Benefits: 401(k) plan and other benefits.