Client Service Associate
4 weeks ago
The Client Service Coordinator reports to the Operations Director and is critical to providing superior client experience. This position utilizes excellent customer service, attention to detail, and time management skills. Essential Duties and Responsibilities: Supports Financial Advisor/Operations Director of a large book of business including handling all administrative functions for Financial Advisors and the firm Regular client interaction including appointment scheduling and correspondence; answer all incoming calls and direct/take messages appropriately and according to firm guidelines Assist in client meeting preparation and follow-up including assembling requisite paperwork, report generation, appointment scheduling and post-meeting documentation Process, submit, and service all account paperwork/requests; follow through to completion utilizing paperless procedures (including eSignature) where available Deposit checks received and maintain check blotter in adherence to compliance guidelines Maintain client information in CRM database Manage and update mailing lists for birthdays, holidays, and firm marketing efforts Order supplies for office and act as point of contact for any infrastructure requests Other duties as assigned by Senior Client Service Associate Advanced computer skills (Outlook, Word, Excel and Power Point) are essential Strong time management and organizational skills; able to work independently and effectively manage multiple tasks at once Ability to build relationships with clients and internal partners and influence others without direct control The ideal candidate will have 2+ years of experience in the financial services industry allowing for a good understanding of broker/dealer operations and Previous experience in the independent financial services culture preferred Supervisory Responsibilities: None Knowledge, Skills, and/or Abilities Advanced computer skills (Outlook, Word, Excel and Power Point) are essential Excellent communication skills, both verbally and in writing Strong time management and organizational skills; able to work independently and effectively manage multiple tasks at once Ability to build relatonships with clients and internal partners and influence others without direct control Education and/or Experience • Bachelor’s degree in a business-related field preferred The ideal candidate will have 2+ years of experience in the financial services industry allowing for a good understanding of broker/dealer operations and financial services products, including but not limited to: equities, bonds, options, mutual funds, annuities, insurance, and managed accounts Previous experinece in the independent financial services culture preferred Certificates, Licenses, Registration • Series 7 and 65/66 preferred (or ability to obtain)
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Pet Services Associate
5 days ago
Columbus, United States Service Corporation International Full timeOur associates celebrate lives. We celebrate our associates. Consider the possibilities of joining a Great Place to Work! The Pet Services Associate is part of a team promoting healing experiences for our grieving Pet families. The Associate will work closely with other team members, departments, and clients to ensure procedures, policies, ongoing office...
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Associate Transportation Engineer
1 month ago
Columbus, United States Pennoni Associate Inc. Full timeLocation: Location: Associate Transportation Engineer in Columbus, OH at Pennoni **Location:** **Work Experience** 4 - 7 years **Job Description** Pennoni is a multidisciplinary consulting engineering firm founded more than five decades ago. We approach engineering challenges from a wider spectrum of angles than most, from land development to energy...
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Client Service Associate
4 weeks ago
Columbus, United States Kestra Financial Full timeThe Client Service Coordinator reports to the Operations Director and is critical to providing superior client experience. This position utilizes excellent customer service, attention to detail, and time management skills. Essential Duties and Responsibilities: + Supports Financial Advisor/Operations Director of a large book of business including...
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Client Service Associate
1 month ago
Columbus, United States Kestra Financial Independent Advisor Full timeJob DescriptionJob DescriptionThe Client Service Coordinator reports to the Operations Director and is critical to providing superior client experience. This position utilizes excellent customer service, attention to detail, and time management skills. Essential Duties and Responsibilities: Supports Financial Advisor/Operations Director of a large book of...
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Weekend Client Service Representative
4 days ago
Columbus, United States VCA Animal Hospitals Full timeWe are seeking a part time Weekend Client Service Representative to join our busy 7 doctor team. The position would be for 2 weekends a month. We are nearly done renovating our facility that will feature 10 exam rooms, 2 surgical suites, and new CT imaging services, and a state of the art physical therapy department. We offer superior employee benefits,...
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Client Services Representative
1 month ago
Columbus, United States Jobs for Humanity Full timeCompany DescriptionJobs for Humanity is collaborating with Safelite to build an inclusive and just employment ecosystem. We support individuals coming from all walks of life. Company Name: SafeliteJob DescriptionDoes this position interest you? You should apply - even if you don't match every single requirement! We're known as an auto glass company. That's...
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Client Services Representative
4 weeks ago
Columbus, United States Safelite Group, Inc. Full timeDoes this position interest you? You should apply - even if you don't match every single requirement! We're known as an auto glass company. That's the focus of what we do. But beyond the glass, we're so much more. We'll help you build a fulfilling career and encourage you to have a life. Let us be the best place you'll ever work.Client Srvcs RepDoes this...
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Client Services Representative
2 weeks ago
Columbus, United States Jobs for Humanity Full timeCompany Description Jobs for Humanity is collaborating with Safelite to build an inclusive and just employment ecosystem. We support individuals coming from all walks of life. Company Name: Safelite Job Description Does this position interest you? You should apply - even if you don't match every single requirement! We're known as an auto glass company....
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Associate Client Account Manager-Hybrid
4 days ago
Columbus, United States Cass Information Systems Full timePOSITION TITLE: Associate Client Account ManagerDIVISION: Transportation Information Services or Expense Management - UtilitiesREPORTS TO: Manager, Client Support or Supervisor, Client Support or Manager, Client RelationsFUNCTION: The Associate Client Account Manager is responsible for overall management of assigned mid-tier client accounts by taking a...
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Executive - Client Services
1 week ago
Columbus, United States VistaJet Full timeJob Profile Hourly rate range: $26.44 to $31.25 per hour + bonuses VistaJet is the first and only global business aviation company. On its branded fleet of silver and red busi-ness jets, VistaJet has flown corporations, governments and private clients to 187 countries, covering 96% of the world. Founded 20 years ago, the company pioneered an innovative...
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Client Services Director
1 month ago
Columbus, United States Lawrence Law Office Full timeJob DescriptionJob DescriptionWelcome to Lawrence Law Office, a prestigious Central Ohio law firm. We currently are seeking a Client Services Director to join our dedicated team. As a Client Services Director, you will play a crucial role in obtaining and retaining satisfied clients.In this position, you will be responsible for providing administrative...
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Client Operations Associate
4 weeks ago
Columbus, United States River Full timeAt River, we are committed to building financial solutions that power a transparent and efficient global economic system made possible by Bitcoin. To that end, we have built leading Bitcoin Lightning, brokerage, custody, and mining products to keep our clients ahead of the curve. We aim to bring premier Bitcoin banking solutions that offer a full array of...
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Executive - Client Services
1 week ago
Columbus, United States Vista Global Full timeHourly rate range: $26.44 to $31.25 per hour + bonuses VistaJet is the first and only global business aviation company. On its branded fleet of silver and red busi-ness jets, VistaJet has flown corporations, governments and private clients to 187 countries, covering 96% of the world. Founded 20 years ago, the company pioneered an innovative Program...
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Client Service Assistant
4 days ago
Columbus, United States Hylant Full timeDescriptionThe Opportunity:The Client Service Assistant is responsible for supporting the commercial service team by providing excellent service and deliverables to external and internal clients in accordance with Hylant standards. This enables continuous growth & development of insurance knowledge & professionalism to the highest level possible.Are You A...
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Client Services Manager- Senior Living
4 days ago
Columbus, United States BAYADA Home Health Care Full timeBAYADA Home Health Care has an immediate opening for a Client Services Manager in our Columbus, OHOffice. If you are looking for an exciting career opportunity in a growing industry, a Client Services Manager could be the position for you. BAYADA believes that our clients and their families deserve home health care delivered with compassion, excellence, and...
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Client Service Representative
1 week ago
Columbus, United States Trillium Staffing Full timeTremendous Direct Hire opportunity for an experienced Client Service Representative to join a privately owned, established and growing Financial Services firm in Worthington! The Client Service Representative will provide stellar customer service to new and existing clients to include duties such as answering incoming calls and emails, recording notes in...
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Client Operations Associate
2 weeks ago
Columbus, United States River Full timeAt River, we are committed to building financial solutions that power a transparent and efficient global economic system made possible by Bitcoin. To that end, we have built leading Bitcoin Lightning, brokerage, custody, and mining products to keep our clients ahead of the curve. We aim to bring premier Bitcoin banking solutions that offer a full array of...
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Client Service Specialist
1 week ago
Columbus, United States TransPerfect Full timeDo you want to work for the global leader in the language services and technology industry? Are you interested in helping international brands/organizations find and implement solutions that allow them to communicate, operate and sell their products and services efficiently and effectively? And are you the type of person who enjoys working in an innovative...
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Client Service Specialist
6 days ago
Columbus, United States TransPerfect Full timeDo you want to work for the global leader in the language services and technology industry? Are you interested in helping international brands/organizations find and implement solutions that allow them to communicate, operate and sell their products and services efficiently and effectively? And are you the type of person who enjoys working in an innovative...
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Client Services Manager- Senior Living
4 days ago
Columbus, United States Bayada Full timeDescription BAYADA Home Health Care has an immediate opening for a Client Services Manager in our Columbus, OHOffice. If you are looking for an exciting career opportunity in a growing industry, a Client Services Manager could be the position for you. BAYADA believes that our clients and their families deserve home health care delivered with compassion,...