Client-Centric Financial Services Specialist
Aramark
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 and maintaining attention to detail in a high-volume environment. Candidates should have a bachelor's degree, financial services experience, and be skilled in Microsoft Office. This full-time position requires strong interpersonal skills and the ability to handle inbound requests efficiently. #J-18808-Ljbffr Southern Arkansas University
- Randstad USA is looking for customer service associates for their Financial Services team in Columbus, Ohio. This role involves assisting clients with retirement account maintenance and answering inquiries. Candidates should have a consultative sales aptitude and excellent...SuggestedRemote job
- 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...SuggestedWork at office
- Holiday Financial Services Corporation seeks dedicated Universal Associates to enhance client interactions by providing specialized banking experiences. As a Universal Associate, you will greet clients, engage in conversations, and offer tailored financial solutions. The...Suggested
- ...A dynamic consulting firm is seeking a motivated Client Acquisition Representative to work in a flexible remote sales environment. The... ..., and building long-term relationships while presenting financial solutions. Ideal candidates will possess strong communication and...SuggestedFor contractorsRemote workFlexible hours
- A leading investment banking firm is looking for a Customer Service Specialist in Columbus, Ohio. This entry-level, contract position is perfect... ...service, and have the potential to develop skills in financial operations. Enjoy benefits like medical insurance, vision insurance...SuggestedContract work
- 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...
- 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...
$20.25 - $24.75 per hour
...Job Title Client Relationship Consultant Job Description Client Relationship... ...available deposit and loan products and services, and recommending solutions based on each... ...asking questions and learning about their financial needs, and banking channel preferences....Temporary workWork at officeLocal area- ...Client Relationship Consultant At U.S. Bank, we're on a journey to do our best. Helping... ...we serve to make better and smarter financial decisions and enabling the communities we... ...available deposit and loan products and services, and recommending solutions based on each...Temporary workWork at office
- ...A financial education organization is expanding and seeking a Financial Services Specialist to deliver client-facing financial education initiatives nationwide. This role emphasizes accountability and long-term career growth, requiring strong communication skills and the...Remote workFlexible hours
- Job Description Client Relationship Consultants build and foster relationships with customers... ...up, ask questions and learn about their financial needs and channel preferences, identify... ...and support systems Proven customer service and interpersonal skills Experience...Temporary workWork at officeLocal area
- Our organization is expanding and seeking a Financial Services Specialist to support client-facing financial education initiatives nationwide. This role supports a professional, structured environment focused on delivering financial education through virtual engagement....Remote workFlexible hours
$20.25 - $24.75 per hour
...businesses we serve to make better and smarter financial decisions and enabling the communities... ...at—all from Day One. Job Description Client Relationship Consultants build... ...available deposit and loan products and services, and recommending solutions based on each...Full timeTemporary workWork at officeLocal area- A financial education organization is expanding and seeking a Financial Services Specialist to deliver client-facing financial education initiatives nationwide. This role emphasizes accountability and long-term career growth, requiring strong communication skills and the...Remote jobFlexible hours
$19 - $20 per hour
...Client Retention Specialist (Remote) At Beyond Finance, we've made it our mission... ...and step into a brighter financial future. Through compassionate... ...ethics, supportive user-centric technology, and customized... ...Provide a best-in-class customer service experience over the phone...Remote jobFull time- A financial services company in Columbus, OH is seeking a Junior Financial Representative to manage high-volume inbound calls and provide exceptional support to clients. The role requires strong communication and problem-solving skills, with a preference for candidates...Hourly pay
- JPMorgan Chase seeks an Investment Specialist for their Multi-Asset Solutions team in Columbus, Ohio. The successful candidate will engage in client-facing, analytical, and reporting tasks, requiring clear communication and attention to detail. You will present market insights...
- ...contribution. Position Overview This role supports a growing financial services organization by delivering structured financial education... ...advancement opportunities Career Path Advancement into senior specialist, leadership, or training roles based on performance. #J-188...Remote workFlexible hours
- ...World Insurance Associates (“World”) is a unique financial services organization with a global network of brokers and specialists who empower people to make informed decisions... ...Draft carrier submissions. Support obtaining client online portal quotes. Draft client proposals....Temporary workWork experience placement
- A global financial services firm is looking for an Internal Client Advisor Retirement Plan Specialist to enhance client retirement solutions. This role involves educating advisors on record-keeping, coordinating sales efforts, and improving client retirement outcomes....
- ...World Insurance Associates (“World”) is a unique financial services organization with a global network of brokers and specialists who empower people to make informed decisions... ...carrier submissions. Support obtaining client online portal quotes. Draft client proposals...Temporary workWork experience placement
- A leading financial services firm located in Columbus, Ohio, is seeking a motivated individual for a financial sales role within their Workplace... ..., engaging with bank partners, and delivering insightful client presentations. Ideal candidates will have 2+ years of financial...
- A leading financial services firm in Dublin, Ohio, is seeking a candidate to consult on investment and insurance strategies and develop financial plans for clients. The role involves managing client relationships and providing exceptional service, while driving business...
- 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...
- ...Internal Client Advisor Associate JPMorgan Asset Management helps institutional and... ...clients from all over the globe meet their financial goals by providing industry leading... ...proposition Provide superior client service by being responsive, thoughtful and making...
- A leading financial services firm in Ohio is seeking a Virtual Banker II to manage diverse client banking relationships. The role involves providing exceptional customer service, offering financial advice, and proactively meeting clients' needs. Candidates should have at...Remote job
- ...Management (JPMAM) helps institutional and individual clients from around the globe meet their financial goals by providing industry-leading investment... ...the JPMAM value proposition. Provide superior client service by being responsive, thoughtful, and focusing on clients...
- An established industry player is seeking a meticulous Payroll Specialist to join their dynamic team. This role is pivotal in delivering high-quality payroll processing and exceptional client service. You will manage a portfolio of clients, ensuring accuracy and compliance...
- A leading financial services firm is seeking an Internal Client Advisor Retirement Plan Specialist to address the retirement needs of clients. This role involves connecting advisors to retirement plan resources and improving outcomes for small to mid-sized businesses....
- ...Ohio. Candidates should have a Series 65 license and over a year of advisory experience. The role covers delivering personalized client services and managing client transactions. The firm offers a competitive salary, annual bonuses, and comprehensive health benefits. #J-1...
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