Client Relations Advisor
3 weeks ago
We are seeking a skilled and experienced individual to fill the role of Operations Support within our team. The successful candidate will be responsible for providing high-level support to our clients, including responding to inquiries related to retirement accounts and products, contribution and distribution procedures, and retirement tax. They will also be expected to follow established procedures to route processing requests to the appropriate teams and escalate inquiries for further research.
In addition to their technical skills, the ideal candidate will possess excellent communication and interpersonal skills, with the ability to establish and maintain effective relationships with clients. They will also have a strong understanding of financial industry procedures and regulations, as well as the ability to analyze complex data and make informed decisions. The salary for this role is estimated at $20-$22.22 per hour.
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Client Service Associate
4 hours ago
Columbus, Ohio, United States Lead Advisor Full timeJob OverviewLead Advisor is a wealth management consulting firm that specializes in recruiting and providing top-notch services to our clients. This role is for one of our esteemed clients, and we're seeking an exceptional individual to join our team.This Client Service Operations Associate will play a pivotal role in supporting Advisors and team members in...
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Client Support Specialist
2 weeks ago
Columbus, Ohio, United States Kestra Financial Independent Advisor Full timeJob Summary: We are seeking a highly organized and detail-oriented Client Support Specialist to join our team at Kestra Financial Independent Advisor. The successful candidate will provide exceptional client service, administrative support, and operational expertise to our financial advisors and clients.Responsibilities include handling all client...
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Client Experience Specialist
4 weeks ago
Columbus, Ohio, United States Kestra Financial Independent Advisor Full timeKestra Financial Independent Advisor is seeking a skilled Operations Support Associate to join our team. As an Operations Support Associate, you will play a critical role in ensuring the smooth operation of our day-to-day activities.Job DescriptionIn this role, you will be responsible for processing account paperwork, submitting requests, and servicing...
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Client Service Specialist
4 weeks ago
Columbus, Ohio, United States Kestra Financial Independent Advisor Full time**About the Role**We are looking for a Client Service Specialist to join our team at Kestra Financial Independent Advisor. In this position, you will be responsible for providing exceptional client experience and supporting senior staff members with administrative tasks.**Key Responsibilities:**Manage client interactions, respond to phone calls, direct...
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Client Relations Associate
2 weeks ago
Columbus, Ohio, United States Pride Health Full timeKey ResponsibilitiesWe are seeking a highly motivated Client Relations Associate to join our team in Columbus, OH. In this role, you will be responsible for handling incoming phone calls, responding to client inquiries, and providing exceptional customer service.You will also be responsible for maintaining accurate records, meeting key performance metrics,...
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Operations Associate
2 weeks ago
Columbus, Ohio, United States Kestra Financial Independent Advisor Full timeAbout the Role: As an Operations Associate at Kestra Financial Independent Advisor, you will play a critical role in supporting our financial advisors and clients. This involves providing exceptional client service, administrative support, and operational expertise, including handling all client correspondence, appointments, and account-related matters,...
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Client Relations Manager
2 weeks ago
Columbus, Ohio, United States Astute Technology Management LLC Full timeAbout the JobWe are looking for an experienced Client Relations Manager to manage strategic and at-risk accounts, providing exceptional customer service and resolving any outstanding issues. The ideal candidate will have a proven track record of success in customer service, problem resolution, and sales.
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Client Relations Specialist
2 weeks ago
Columbus, Ohio, United States Event Horizon Dynamics Full timeEvent Horizon Dynamics OverviewWe foster a culture of respect, trust, and continuous improvement, creating a dynamic work environment that promotes personal and professional growth.Our goal is to attract motivated individuals to help us expand into new markets, acquire new clients, and develop innovative campaigns. With comprehensive training and career...
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Financial Services Coordinator
2 weeks ago
Columbus, Ohio, United States Kestra Financial Independent Advisor Full timeAs a Financial Services Coordinator at Kestra Financial Independent Advisor, you will play a vital role in delivering exceptional client experiences. Your primary responsibility will be to provide administrative support to our financial advisors and ensure seamless day-to-day operations.Job SummaryWe are seeking a highly organized and detail-oriented...
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Financial Services Coordinator
2 weeks ago
Columbus, Ohio, United States Kestra Financial Independent Advisor Full timeKestra Financial Independent Advisor is seeking a highly skilled Financial Services Coordinator to join our team. This role is responsible for providing exceptional client service, administrative support, and operational expertise to our financial advisors and clients.As a Financial Services Coordinator, you will be the primary point of contact for clients,...
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Client Relations Representative
2 weeks ago
Columbus, Ohio, United States Russell Tobin Full timeAbout the RoleWe are looking for a talented Customer Service Representative to join our team at Russell Tobin. As a key member of our support team, you will be responsible for delivering exceptional customer service to our clients via phone calls.Key Responsibilities:Handle inbound calls from clients regarding various service inquiries on their...
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Sales and Client Relations Specialist
2 weeks ago
Columbus, Ohio, United States Bobb Says Yes Full timeTwins Buick GMC is seeking a highly motivated Sales and Client Relations Specialist to enhance our customer service experience. As a key member of our team, you will be responsible for engaging with customers, addressing their needs, and exceeding their expectations.In this role, you will work closely with our management team to develop and implement...
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Client Relations Specialist
4 weeks ago
Columbus, Ohio, United States Toyota Direct Full timeUnlock Your PotentialJoin Toyota Direct as a Customer Service Ambassador and take your career to the next level! With a competitive salary range of $55,000 - $70,000, you'll have the opportunity to grow with our company while making a real difference in the lives of our customers.About the RoleAs a Client Service Receptionist, you will be the face of our...
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Assistant Attorney Advisor
2 weeks ago
Columbus, Ohio, United States The Nemecek Firm, Ltd. Full timeJoin Our TeamWe are seeking an Assistant Attorney Advisor to support our team in preparing and filing immigration applications.Key ResponsibilitiesAssist attorneys in preparing and filing immigration applicationsCommunicate with clients and third parties to obtain necessary documentsReview and draft forms and legal documents for attorney...
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Client Experience Specialist
13 hours ago
Columbus, Ohio, United States Fifth Third Full timeWhy Choose Fifth Third Bank?We're proud to have an engaged and inclusive culture that promotes and ensures equal employment opportunity in all employment decisions. We offer a competitive compensation package, comprehensive benefits, and a dynamic work environment that fosters growth and development.In this role, you will work closely with our Wealth...
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Huntington Client Relationship Manager
4 weeks ago
Columbus, Ohio, United States Huntington Bancshares, Inc. Full timeHuntington Bancshares, Inc. seeks a talented Client Relationship Manager to join our team in building strong partnerships with Advisors. As a key member of our service team, you will be responsible for the day-to-day activities and interactions between clients and our bank. In this role, you will work closely with Advisor(s) to establish, document, and...
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Internal Client Relations Representative
3 days ago
Columbus, Ohio, United States Russell Tobin Full timeJoin 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...
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Medical Claims Advisor
3 weeks ago
Columbus, Ohio, United States RemX Full timeJob DescriptionWe are seeking a dedicated and top-notch Medical Claims Advisor to join our onsite team at a leading pharmaceutical client in Columbus, Ohio.The successful candidate will have strong communication skills, be able to work independently, and meet productivity standards.Key Responsibilities:Conduct outbound calls to insurance companies,...
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Microenterprise Advisor
2 weeks ago
Columbus, Ohio, United States Ethiopian Tewahedo Social Services Full timeJob Title: Microenterprise AdvisorCompany Overview:Ethiopian Tewahedo Social Services is a community-based organization dedicated to promoting economic empowerment among immigrant and refugee populations. We seek a skilled Microenterprise Advisor to provide expert guidance and support to aspiring entrepreneurs.Estimated Salary:$60,000 - $70,000 per year,...
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Financial Services Support Associate
4 weeks ago
Columbus, Ohio, United States Kestra Financial Independent Advisor Full time**Job Description**Kestra Financial Independent Advisor seeks a highly skilled Financial Services Support Associate to provide exceptional client experience and support senior staff members with administrative tasks.**Key Responsibilities:**Provide administrative support, including scheduling appointments, managing correspondence, and processing...