Wealth Client Relations Specialist

CX Institutional, LLC d/b/a Credent Wealth Management is a $4.0 billion Registered Investment Advisor (RIA) headquartered in Indiana, offering a uniquely human-centric approach to wealth management through commission-free, transparent, and impactful financial planning and investment strategies. Since its inception in 2018, Credent has grown rapidly through a...

CX Institutional, LLC d/b/a Credent Wealth Management is a $4.0 billion Registered Investment Advisor (RIA) headquartered in Indiana, offering a uniquely human-centric approach to wealth management through commission-free, transparent, and impactful financial planning and investment strategies. Since its inception in 2018, Credent has grown rapidly through a...

CX Institutional, LLC d/b/a Credent Wealth Management is a $4.0 billion Registered Investment Advisor (RIA) headquartered in Indiana, offering a uniquely human-centric approach to wealth management through commission-free, transparent, and impactful financial planning and investment strategies. Since its inception in 2018, Credent has grown rapidly through a...

As a Client Relations Specialist, you are responsible for assisting in the day-to-day functions as they relate to IEL customer credit. The primary tasks include setting up new customers, processing credit increases for existing customers and supporting the sales staff with their accounts receivable. This role works directly with 2-3 team members to ensure...

One of the largest and oldest financial institutions in Greater Cincinnati has an opening for a Private Wealth Advisor (PWA). This is an exclusive opportunity with a top-rated financial institution, offering unparalleled resources and on-site back-office support. We are inviting you for a conversation about this role. As a Private Wealth Advisor, you are...

One of the largest and oldest financial institutions in Greater Cincinnati has an opening for a Private Wealth Advisor (PWA). This is an exclusive opportunity with a top-rated financial institution, offering unparalleled resources and on-site back-office support. We are inviting you for a conversation about this role. As a Private Wealth Advisor, you are...

Location: Cincinnati, OH (On-site) Department: Operations About the Role / Position Summary The Senior Client Service Specialist provides day-to-day support to Institutional client relationships. The position requires coordinating activities with clients, investment managers, custodians and FEG operation staff. The position entails resolving various account...

Job DescriptionResponsibilities Build and maintain client relationships aimed at client retention; manage new client implementation process, coordinate, and direct client activities with other team members and assist as necessary Maintain client paper files and electronic data files in a timely manner; compile quarterly asset values for billing, journals,...

Benefits: Dental insurance Employee discounts Health insurance Opportunity for advancement Stock options plan Vision insurance Wellness resources Customer Relation Specialist Retail Customer Service Office Duties Big Sandy Superstore was recently named One of America's Fastest Growing Home Furnishings Retailers! Our customer relations specialists are an...

Benefits: Dental insurance Employee discounts Health insurance Opportunity for advancement Stock options plan Vision insurance Wellness resources Customer Relation Specialist Retail Customer Service Office Duties Big Sandy Superstore was recently named One of America's Fastest Growing Home Furnishings Retailers! Our customer relations specialists are an...