Wealth Client Services Specialist
$25 - $44 per hourBank of America ATM
Bank of America is seeking a Client Service Support professional for Merrill Wealth Management in Columbus, Ohio. This role involves providing exceptional client service support to Financial Advisors and addressing client service needs effectively. The ideal candidate will have a High School Diploma/GED and demonstrate a client-centric approach, with the capacity to learn and adapt quickly. The position offers a pay range of $25.00 - $44.00 per hour, depending on experience. #J-18808-Ljbffr
Vacancy posted 14 hours ago
Similar jobs that could be interesting for youBased on the Wealth Client Services Specialist in Columbus, OH vacancy
$25.5 - $32 per hour
...life, while enabling them to preserve their wealth for future generations, and provide for... ...to the advisory teams by administering client data gathering, paperwork preparation and... ...contact with custodian and firm's technology service teams Interact with other departments,...SuggestedHourly payPermanent employmentTemporary workWork at officeFlexible hoursCI Financial Careers
Columbus, OH2 days ago- ...Bank of America is seeking an individual to provide excellent client service by educating clients on banking offerings. You'll ensure timely responses to client requests while identifying and maintaining relationships. The ideal candidate is detail-oriented, holds a High...Suggested
Bank of America
Upper Arlington, OH1 day ago $19.17 per hour
...About Client: Client is a global financial services firm that provides a wide range of investment banking, securities, wealth management, and investment management services. It is a prominent global financial services firm with a rich history and a strong presence...SuggestedApTask
Columbus, OH7 hours ago- ...RadNet, Inc. is seeking a full-time Private Client Associate in Columbus, OH. This position involves providing support services for Private Banking, managing customer service interactions, handling various banking operations tasks, and ensuring top-notch service that differentiates...SuggestedFull time
RadNet
Columbus, OH1 day ago - ...Job Title: Client Services Onboarding Specialist I Location: OH - Columbus What you'll do: As a Client Services Onboarding Specialist I you will be responsible for delivering tailored, exceptional service to law firms, legal professionals, and fiduciary...SuggestedWork at office
Western Alliance Bank
Columbus, OH1 day ago $20.67 - $24.04 per hour
...transformative change in healthcare. Position Summary The Client Billing Specialist is responsible for supporting the end-to-end client... ...role works closely with Billing Operations, Sales, Client Services, and Finance teams to process invoices, maintain client billing...Hourly payWork at officeDatavant
Columbus, OH1 day ago$70.5k - $81.5k
...professionals for this role. Have your FINRA Series 7 and 63 and a passion for serving others? Join our team of “crew” as a Client Service Excellence Center associate! About this Job: At Vanguard, we have a client-first mentality that we live and breathe every...Remote workVanguard
Columbus, OH21 days ago- ...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... ...As a Private Client Advisor in Chase Wealth Management, you will offer comprehensive...
- ...Customer Service Associate II Your positive, friendly disposition and eagerness to get things done make you the right person for our... ...Benefits: We offer a wide variety of rewards to support your health, wealth, and mental well-being. In addition to medical, pharmacy,...Contract workPart timeLocal area
Dollar Tree
Columbus, OH2 days ago - ...Customer Service Associate We're seeking a Customer Service Associate to join our team and deliver a great shopping experience for... ...Benefits: We offer a wide variety of rewards to support your health, wealth, and mental well-being. In addition to medical, pharmacy,...Contract workPart timeLocal area
Dollar Tree
Columbus, OH3 days ago - JPMorganChase is seeking a Private Client Investment Associate in Westerville, Ohio. This role involves providing operational support and... ...client accounts, ensure compliance, and contribute to ongoing wealth planning. The ideal candidate must hold various financial licenses...
- ...days at home) Description: The WM Client Reporting Operations (CRO) team is... ...account performance reporting needs for Wealth Management clients which include institutional... ...hire to meet the growing demand for our services. *** is aggressively, and successfully, recruiting...
eTeam
Columbus, OH2 days ago $53k - $58k
...Job Description Job Description Payroll Client Specialist Consolidated Employer Services, Inc. ???? Columbus, OH (On-site) ???? Full-Time | Monday–Friday ???? $53,000 – $58,000 per year Consolidated Employer Services (CES) is a fast-growing ASO organization...Full timeRelocationMonday to FridayConsolidated Employer Services
Columbus, OH15 days ago- ...Client Representative / Customer Service Representative Responsible for management of all vehicles in Columbus, OH. Conduct multi-point inspection on rental returns and identify mechanical and physical concerns. Conduct routine vehicle inventory including new purchases...Permanent employmentFull time
TecTammina
Columbus, OH1 day ago - ...Join to apply for the Customer Services Representative role at Exela Technologies Health & Wellness We offer comprehensive health and... ...empathy. Customer Service: Customer-Centric Mindset, prioritizing client satisfaction and experience, service knowledge, and...Extra incomeTemporary workWork at officeLocal area
Exela Technologies
Columbus, OH8 hours ago - ...strong team bonds. Hybrid Work Flexibility: After 6 months of service, enjoy a hybrid schedule that balances in-office and remote work... ...Previous Contact Center Experience. Position Description Join our Client as a Customer Support Representative where you'll handle...Work at officeRemote work
Russell Tobin
Columbus, OH4 days ago - ...dedicated and customer-focused Customer Support Specialist to join our growing remote team. This role is ideal... ...problems, and providing outstanding customer service. As a Customer Support Specialist, you will assist clients with inquiries, provide support throughout the customer...Remote workFlexible hours
Aspiretalentagency
Columbus, OH14 hours ago - ...Client Service Representative – CareVet of Columbus CareVet of Columbus is growing, and we're excited to welcome a compassionate, service-oriented Client Service Representative to our team. Under the new leadership of Dr. VanGundy, Medical Director, our hospital...
Carevet
Columbus, OH14 hours ago - ...time off Vision insurance Wellness resources VETERINARY CUSTOMER SERVICE REPRESENTATIVE (CSR) We are looking for talented, outgoing, smart, and happy veterinary professionals to join our Client Service team as a part of the face of Cryan! Do you love working with...Full timePart timeFlexible hours
Berlin Veterinary Hospital LLC
Westerville, OH2 days ago - ...Globe Life AO is seeking a Remote Client Success Specialist to assist clients throughout their enrollment journey. You will work from anywhere, providing personalized solutions and helping clients achieve their goals. The ideal candidate excels in communication, is...Weekly payRemote workFlexible hours
Ail
Columbus, OH2 days ago $19 - $20 per hour
...Career in Finance with a Top Investment Firm! Position Customer Service Specialist - Contract Are you a recent graduate with a degree in... ...accurate, and efficient customer service Troubleshoot and resolve client issues in a professional manner Maintain detailed records of...Permanent employmentFull timeContract workInternship- ...JOB DESCRIPTION As a Client Account Manager, you will act... ...a point of contact for daily servicing needs of our clients and develop... ...Institutional Sales and Investment Specialists to form a dedicated service... ...J.P. Morgan Asset & Wealth Management delivers industry-...Flexible hours
J.P. Morgan
Columbus, OH6 days ago - ...Description Essential Job Functions Responds to orders, general client inquiries, invoice questions and client complaints. Records... ...areas Resolves issues with orders, delivery dates or service. Resolves the client's complaint; determining the cause of the...Work at officeNight shiftWeekend work
Crane Worldwide Logistics
Lockbourne, OH1 day ago $13 - $17 per hour
...About L & E Research, Inc. L&E Research connects clients with consumers, medical professionals, business professionals, and more... ...development of L&E's software and technology solutions. Client Services Representative Part-Time • Up to 30 hours/week • On-...Hourly payPart timeWork at officeFlexible hoursShift workAfternoon shiftL&E Research
Columbus, OH1 day ago$16 - $24 per hour
...people-first culture, providing a supportive, growth-minded environment for our teams-and unparalleled service for today's pet parents. The Opportunity: As a Client Service Representative (CSR), you are the first and last impression for every client who walks...Local areaFlexible hoursWeekend workAfternoon shiftGoodVets
Westerville, OH2 days ago$60.5k - $67.5k
...Are you ready to help us redefine what exceptional client service looks like? Join our team of “crew” as a Client Service Excellence Center associate! About this Job: At Vanguard, we have a client-first mentality that we realize every day through our mission,...Remote workVanguard
Columbus, OH1 day ago- ...Client Service Specialist Job Category: Client Services Requisition Number: CLIEN008262 Posted: February 10, 2026 Full-Time Location: Lockbourne, OH 43137, USA Job Details Description Essential Job Functions: Responds to orders, general client...Full timeWork at office
Crane WW
Lockbourne, OH2 days ago $55k - $157.3k
...company's success. As a FINRA Supervisory Specialist Senior within PNC's Wealth Management organization, you will be... ...matters. Monitors advisor and client activity, such as trade review and... ..., industry regulations, financial service products, investment practices, and...Full timeTemporary workPart timeWork experience placementWork at officePNC
Columbus, OH7 days ago- ...Client Services Representative Columbus, Ohio, United States A Client Services Representative researches and resolves issues and concerns for clients and Sales related to all Hibu products. A representative provides accurate information regarding company products and processes...
Hibu
Columbus, OH3 days ago $70.5k - $81.5k
...Client Service Excellence Center Associate Have your FINRA Series 7 and 63 and a passion for serving others? Join our team of "crew" as a Client Service Excellence Center associate! At Vanguard, we have a client-first mentality that we live and breathe every day through...Remote workVanguard
Columbus, OH1 day ago
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Wealth Client Services Specialist. Be the first to apply!
Related searches
- airport customer experience specialist Columbus, OH
- customer relations associate Columbus, OH
- client service specialist Columbus, OH
- bilingual customer service representative spanish english Columbus, OH
- inside customer service representative Columbus, OH
- work from home customer service associate Columbus, OH
- customer sales representative Columbus, OH
- customer service officer Columbus, OH
- client solutions specialist Columbus, OH
- overnight customer service representative Columbus, OH