Wealth Client Services Specialist II
Corient Services LLC
Corient Services LLC is a leading wealth manager serving high- and ultra-high-net-worth clients. This role focuses on delivering exceptional client service, coordinating between clients and advisory teams, and maintaining accurate data in Salesforce and related systems. The position requires a Bachelor's degree and 3–5 years in client service, with strong communication and confidentiality. Onsite work four days a week with comprehensive benefits is provided. #J-18808-Ljbffr Corient Services LLC
- Corient is seeking an Onboarding Specialist II in Columbus, OH to manage end-to-end client onboarding and account setup. You will prepare custodial forms, wealth management agreements, and transfer... ...delivering excellent client service. Ideal candidates have 2-3 years...Suggested
- Corient seeks a detail-oriented Client Services professional to serve as the central point of contact for client requests and coordinate across the advisory team. You will input data into Salesforce, generate portfolio reports, and manage documents while maintaining confidentiality...Suggested
- ...life, while enabling them to preserve their wealth for future generations, and provide for... ...central point of contact for ingesting client requests Coordinate between client, advisor... ...or ability to learn quickly) Customer service background preferred Excellent verbal, written...SuggestedPermanent employmentTemporary workWork at officeFlexible hours
- ...Customer Service Associate II Your positive, friendly disposition and eagerness to get things done make you the right person for our Customer... ...We offer a wide variety of rewards to support your health, wealth, and mental well-being. In addition to medical, pharmacy,...SuggestedContract workPart timeLocal area
$48k - $64k
...SUMMARY The Account Services Specialist II plays a pivotal role in executing a range of transfer agency duties, such as establishing new accounts... ...clientele. Additionally, this role involves minimal direct client engagement and a significant degree of collaboration with...SuggestedFull timeWork at officeLocal area- JPMorganChase is seeking a Client Onboarding Officer to drive compliant onboarding, including account opening, AML and KYC. You will... ...with regulatory changes and providing a reliable, controls-focused service to Wealth Management clients. #J-18808-Ljbffr JPMorganChase
$16.97 - $22.1 per hour
...and believe that they build a stronger and successful organization. Job Summary As a Patterson Veterinary Customer Service Representative II (CSR II), you are responsible for assisting internal and external customers and sales representatives with order entry with...Full timeLocal areaRemote workWorldwide- ...Customer Service Associate IIYour positive, friendly disposition and eagerness to get things... ...person for our Customer Service Associate II position. Join our team today and let's create... ...of rewards to support your health, wealth, and mental well-being. In addition to medical...Contract workPart timeLocal area
$20.34 - $26.43 per hour
...Job Summary As a Patterson Veterinary Customer Service Representative II (CSR II), you are responsible for assisting internal and external customers and sales representatives with order entry with professionalism, skill, and expediency. Essential Functions...Local area- ...forefront of delivering exceptional customer service, where each day presents the same... ...contribute to our business success. As a Specialist II in Collections at JPMorganChase, you will be the first point of contact for our clients, providing exceptional customer service...Afternoon shift
- ...forefront of delivering exceptional customer service, where each day presents the same... ...contribute to our business success. As a Specialist II in Collections at JPMorganChase, you will be the first point of contact for our clients, providing exceptional customer service...Afternoon shift
- A retail company in Columbus is seeking a Customer Service Associate II to assist with daily store operations, including merchandising, customer support, and cash management. The ideal candidate has a high school diploma and previous customer service experience. Key responsibilities...Part time
- A leading retail company is seeking a Customer Service Associate II for its Columbus store. The role involves assisting with daily operations, managing customer interactions, and maintaining store cleanliness. Candidates should possess strong customer service skills and...
$20 - $22 per hour
This role is not open for submissions from outside staffing agencies. Customer Service Representative (CSR II) Architectural glass and aluminum, manufacturing, or construction industry experience What Brought You Here: Total compensation pay range: $20-$22/hr. depending...Weekly payFull timeTemporary workWork experience placementWork at officeImmediate startMonday to FridayShift work- ...Chase, we have an enthusiasm for helping our clients, taking care of our employees, building... ..., and delivering extraordinary customer service while maintaining a strong commitment to... ...needs. As a Private Client Advisor in Chase Wealth Management, you will offer comprehensive...
- ...Chase, we have an enthusiasm for helping our clients, taking care of our employees, building... ..., and delivering extraordinary customer service while maintaining a strong commitment to... ...needs. As a Private Client Advisor in Chase Wealth Management, you will offer comprehensive...
- J.P. Morgan Chase invites applications for the Private Client Advisor role within Chase Wealth Management in Ohio. You will offer comprehensive financial... ...with partners, and a strong focus on growth and service across a diverse client base. #J-18808-Ljbffr JPMorganChase
$48k - $62k
Overview The Accounting Coordinator II supports day-to-day accounting operations for a multi-location restaurant organization, with a primary focus on accounts payable, vendor management, and payment processing. Overview The Accounting Coordinator II supports day-to-day...Weekly payLive inWork at officeHome office- JPMorgan Chase & Co. in Columbus, OH seeks a diligent professional to support client onboarding and regulatory compliance for account openings. You will collate required documents, serve as a subject matter expert, and act as the main contact for onboarding issues to ensure...
- Morgan Stanley in the United States seeks a Client Relationship Analyst to provide frontline support to Financial Advisors and teams, focusing on exceptional client service and accurate processing of transactions. You will answer client questions, help with account paperwork...
- Chamberlain Group’s Columbus, OH location is seeking an Associate II in Customer and Branch Operations. You will enter and expedite orders, respond to customer inquiries, and maintain on-site branch processes while supporting inventory and will-call activities. The role...
- JPMorgan Chase is seeking a Private Client Advisor in Chase Wealth Management to provide comprehensive financial planning and investment advice for individuals and families. You will build and maintain relationships, deliver advised solutions, and refer partners to deepen...
- ...take the first step forward and explore a career with Dal-Tile. Dal-Tile is currently seeking an exceptional Customer Service Representative II to join our TEAM! As the Customer Service Representative, we need someone ready to provide a variety of support, such as servicing...
- ...description:Manage, lead and train a minimum of ten Commercial Client Specialists (CCS) as direct reports, and provide support to the CSSL and... .... Maintain working knowledge and awareness of products and services. Partner with Relationship Managers and Integrated...Full timePart timeWork at officeShift workDay shift
- ...area seeking a talented and experienced Client Advisor to join their tight-knit team. If... ...provide comprehensive financial planning services * Analyze clients' financial situations... ...customized strategies to help them achieve their wealth management goals * Collaborate with...Full timeLocal area
$60k - $80k
Description (Wealth Management) Client Service Associate Location: Columbus, OH (In-office, Mon-Fri) Pay Range: $60,000 - $80,000 Type: Full-Time, In Person Firm: Iterhic Wealth Advisors Reporting To: Senior Wealth Advisor Join Our Team at Iterhic Wealth Advisors - Iterhic...Full timeWork at officeImmediate startFlexible hours- A prominent retail company is seeking a Customer Service Associate II in Reynoldsburg, Ohio. The role involves receiving merchandise, managing cash transactions, and ensuring cleanliness. Candidates should possess a high school diploma and have experience in customer service...Part time
- ...Description The PSR II is responsible for providing ancillary support to the dental department within Nemours SeniorCare. At times... ...families are provided the highest quality of care access to services and assistance with coordination related to patient visits (i.e....Full timeWork at officeShift work
$15.75 - $18.5 per hour
...9:00pm EST & will also involve Saturday hours. What Customer Service Operations contributes to Cardinal Health Customer Service is... ...resolutions in a high-volume call center. The Representative II, Customer Service Operations processes orders for distribution centers...Hourly payFull timeContract workTemporary workWork experience placementWork at officeLocal areaImmediate startRemote workWork from homeMonday to FridayFlexible hoursShift work- ...Commercial Services Specialist II This role serves as a key point of contact for resolution of client issues, in collaboration with the national sales team, auction representatives, and stakeholders for clients in the assigned market center, auction or on CAIs digital...Work at officeVisa sponsorshipFlexible hours
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Wealth Client Services Specialist II. Be the first to apply!
- customer service administrator Columbus, OH
- food service sales representative Columbus, OH
- participant services representative Columbus, OH
- logistics customer service representative Columbus, OH
- customer operations specialist Columbus, OH
- client experience specialist Columbus, OH
- client service officer Columbus, OH
- licensed insurance customer service representative Columbus, OH
- customer sales representative Columbus, OH
- customer service officer Columbus, OH




