Financial Services Advisor - Client Support & Transactions
Pyramid Consulting, Inc
Pyramid Consulting, Inc is seeking a Financial Services Representative in Columbus, Ohio. This role involves assisting customers with financial transactions and responding to inquiries while ensuring compliance with regulations. The ideal candidate should possess a bachelor's degree, along with three years of work experience including two years in product-related customer service. Strong communication and problem-solving skills are essential within this dynamic environment. #J-18808-Ljbffr Pyramid Consulting, Inc
$20.25 - $24.75 per hour
...Job Title Client Relationship Consultant Job... ...and loan products and services, and recommending solutions... ...learning about their financial needs, and banking... ...and processing basic transactions. Develops collaborative... ...policies, procedures and support systems Proven...SuggestedTemporary workWork at office- Job Description Client Relationship Consultants build... ...and loan products and services, and recommending... ...learning about their financial needs and banking channel... ...and processing basic transactions. Develop collaborative... ...policies, procedures, and support systems. Proven...SuggestedTemporary workWork at office
- ...individual and team sales and service metrics to help the... ...accurately completing bank transactions and opening deposit accounts... ...meet the current and future financial needs of bank Clients. Deliver upon a meaningful... ...account information to support ongoing relationship management...SuggestedFlexible hoursNight shift
$20.25 - $24.75 per hour
...make better and smarter financial decisions and enabling the communities we support to grow and succeed.... ...One. Job Description Client Relationship Consultants... ...and loan products and services, and recommending... ...and processing basic transactions. Develops collaborative...SuggestedFull timeTemporary workWork at officeLocal area$20.25 - $24.75 per hour
...make better and smarter financial decisions and enabling the communities we support to grow and succeed.... ...Rd. Columbus, OH 43213 Client Relationship... ...and loan products and services, and recommending solutions... ...and processing basic transactions. Develops collaborative...SuggestedFull timeTemporary workLocal area$64.2k - $116.4k
...changing world, our clients' needs are... ...increasingly complex and the services we offer are rapidly evolving to support them. Our internal... ...and insightful financial and operational... ...Engagement Business Advisor (EBA) - Senior... ...tax, strategy and transactions. Fueled by sector...Contract workWork experience placementSummer holidayWork at officeFlexible hours$52.5k - $87.5k
...fosters a collaborative and supportive culture where employees can... .... Delivers a differentiated client experience from acquisition through onboarding and servicing. Proactive lead management... ...clients on options for managing financial transactions by leveraging technology,...Full timeTemporary workPart timeWork experience placementWork at officeShift work- Job Description Client Relationship Consultants build and foster relationships... ...questions and learn about their financial needs and channel preferences, identify... ...branch policies, procedures and support systems Proven customer service and interpersonal skills Experience...Temporary workWork at officeLocal area
- Keystone Financial Group - Ohio is looking for a Financial Administrative Associate to support their growing team. You will assist in maintaining relationships with clients and handling various paperwork related... ...experience in customer service, and the ability to manage...
- ...looking for a Senior Bank Teller/Senior Financial Services Representative to provide exceptional service and process financial transactions efficiently. The ideal candidate should... ...skills. Responsibilities include greeting clients, managing deposits and payments, and...
- ...fosters a collaborative and supportive culture where employees can... .... Delivers a differentiated client experience from acquisition through onboarding and servicing.* Proactive lead management... ...clients on options for managing financial transactions by leveraging technology,...Work experience placementWork at officeShift work
- ...Analyst Wholesale Lending Services (WLS) supports several lines of businesses... ...role, you will interpret financial and other covenants included... ...and government clients under the J.P. Morgan and Chase... ...commercial banking, financial transaction processing and asset management...
- ...recruiting firm is looking for an experienced Associate Advisor to join an independent wealth management team in... ...experience. The role covers delivering personalized client services and managing client transactions. The firm offers a competitive salary, annual bonuses...
- Our Sales teams help our clients build stronger portfolios,... ...that's best for them. As a Financial Advisor Services Analyst within JPMorgan,... ...commercial banking, financial transaction processing and asset... ...reimbursement, mental health support, financial coaching and more...
- ...RM is responsible for supporting Senior Corporate... ...in the building and servicing of a sound and profitable... ...efforts by researching clients and prospects.... ...Develop and maintain financial models for a standard... ..., and recommend loan transactions to bank senior management...Full timeH1bWork at officeRemote workWork from homeFlexible hours
- ...consulting firm is seeking a motivated Client Acquisition Representative to work in a... ...long-term relationships while presenting financial solutions. Ideal candidates will possess... ...commission-based earnings with comprehensive support and training from experienced leaders....For contractorsRemote workFlexible hours
- An educational institution is seeking a Financial Representative in Columbus, Ohio. The successful candidate will provide exceptional client service, process financial requests, and support new account openings. Responsibilities include troubleshooting mutual fund inquiries...Full timeWork at office
- JPMorgan Chase & Co. is hiring a Customer Service Analyst in Columbus, OH. The role involves providing exceptional support as the first point of contact for clients, ensuring high-quality service while resolving queries through effective communication. The ideal candidate...
- Huntington Bancshares, Inc. is seeking a National Advice Center Service Specialist II to support our Financial Advisors and clients. This position is in office and involves proactive outreach, managing client investments, and providing top-tier service through phone interactions...Work at office
$75k - $125k
...an in-office company that fosters a supportive culture where employees can thrive and... ...strategies, as well as the development of financial plans for clients. Grows and retains an investment and... ..., efficiently handling sales and service, identifying sales and/or executing opportunities...Full timeTemporary workPart timeWork experience placementWork at office- KeyCorp is looking for a Financial Wellness Consultant in Columbus, Ohio. The role involves... ...and building strong relationships with clients, providing guidance on their financial... .... You will engage in both Teller transactions and proactive calling efforts, helping...
$46.35k - $65.1k
...Job Overview Nationwide Financial is hiring an Analyst to support the Retirement Resource Group... ...documentation, validate transactions, and ensure timely... ...compliance, and a seamless client experience. Interpret plan... ...workflow management and service‑level agreement adherence...Contract workTemporary workWork experience placementCasual workWork at officeRemote work- WealthBridge Financial Group in Powell, Ohio is seeking a results-oriented Private Wealth Advisor to join our team. You will engage with clients to understand their financial objectives and provide them with personalized advice and strategies that align with their goals...
- FBT Gibbons LLP in Columbus, Ohio is seeking a Commercial Finance Associate with 3-5 years of experience in commercial finance transactions. The role offers a salary range of $180,000 to $195,000, along with bonuses and a comprehensive benefits package. Associates enjoy...
- WealthBridge Financial Group is looking for a motivated Private Wealth Advisor in Lewis Center, Ohio. You will engage with clients to understand their financial objectives and offer tailored advice and strategies. With access to cutting-edge resources, you will empower...
- ...projects. Provides expert external support to clients while directing internal... .... Ensures high-quality service delivery, regulatory compliance... ..., scope, risk profile, and financial feasibility. Oversees contractor... .... Oswald, a Unison Risk Advisors company is an equal...For contractors
- TwinThread is looking for a Financial Advisor Services Analyst in Columbus, Ohio. The role involves partnering with Client Advisors to drive revenue growth and manage client relationships effectively. We seek candidates with a 4-year degree and at least 2 years of experience...
$83k - $125k
## Financial Management ConsultantColumbus, OH, United StatesFind out... ...with our Financial Advisory Services (FAS) Practice. The preferred... ...operating expense scenarios in support of project and program... ...Participate in and lead meetings with clients, support sales and...Full timePart time$73k
## Financial Solutions Advisor - PNC Wealth ManagementApplylocations: OH - Columbus... ...company that fosters a supportive culture where employees can... ...of financial plans for clients. Grows and retains an investment... ...handling sales and service, identifying sales and/or...Full timeTemporary workPart timeWork experience placementWork at office- ...materially improve operational performance, financial controls, and long‑term profitability.... ...expectation of this role: we are a client‑centric, hands‑on consulting firm, and our... ...Displays willingness to make decisions; supports and explains reasoning for decisions. Gains...
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