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
- ...Solution Center Representatives for a hybrid role in Columbus, Ohio. This position involves providing high-level support to clients in the financial services sector. Successful candidates will need a high school diploma and experience in customer service or sales. They must...SuggestedLocal areaRelocation
- ApTask is looking for a dedicated client support representative in Columbus, Ohio. The... ...via phone calls and providing world-class service while addressing any issues thoroughly.... ...should possess 1-2 years of experience in financial services or customer service and ideally...Suggested
- 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
$52k - $90k
A financial services company in Columbus, Ohio is seeking an Analyst for operational support in Warehouse Financing. The role involves managing... ...tasks in ProMerit, and maintaining communication with clients. Candidates should have a Bachelor’s degree and 2-4 years of...Suggested- 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...Contract work
- Raymond James Financial, Inc. in Columbus, Ohio is seeking a Registered Client Service Associate to provide crucial support to financial advisors. The role involves managing daily customer interactions, onboarding clients, and preparing financial reports. The ideal candidate...
- JPMorganChase is seeking a Financial Advisor in Westerville, Ohio, to provide comprehensive financial planning and advice to clients. The role requires a strong understanding of financial... ...66) and a background in the financial services sector. The position offers a...
$100k - $125k
...Golden Reserve is looking for an experienced paraplanner and client services team manager to lead our paraplanner team across the country... ...insurance firm, that built our company trying to not just change the financial industry for the retirees we serve but for the team of...Full timeWork at officeLocal area- 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...Remote jobFor contractorsFlexible hours
- ...Planning Consultant in Columbus, OH to enhance client relationships and provide world-class planning experiences. This role involves financial planning alongside Financial Consultants... ...of 2 years' experience in financial services. Hybrid work model with competitive salary...
- JPMorgan Chase & Co. in Powell, Ohio seeks a client-focused Sales Associate to enhance client relationships by delivering exceptional service. This role requires 1+ year of sales experience in Retail Banking or Financial Services, alongside excellent communication skills...
$76k - $125.3k
...contact for a wide range of clients and colleagues. This is an opportunity... ...teaming focusing on service delivery for our clients. In... ...to client. You will work with specialists in our other areas including... ...supported by significant tax or financial planning experience...Work experience placementSummer holidayLocal areaFlexible hours- 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
$25 - $38.46 per hour
...Client Service Associate Location: 175 S 3rd Street, Columbus Ohio The Client Service Associate supports the Key Private Bank (KPB... ...background (required) Tactical Skills General knowledge of financial products and services, including banking, trust and...Hourly payWork experience placementBank staffWork at office- A tax and financial services firm in Ohio is seeking a Tax Advisor to build strong client relationships and provide year-round tax preparation and planning services. Ideal candidates should have 5+ years of tax experience, effective communication skills, and a Bachelor’...
$20.25 - $24.75 per hour
...businesses we serve to make better and smarter financial decisions and enabling the communities... ...946 S. Hamilton Rd. Columbus, OH 43213 Client Relationship Consultants build... ...available deposit and loan products and services, and recommending solutions based on each...Full timeTemporary workLocal 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
- 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
- ...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
- Job Summary Celebrating more than 60 years of rich history and recognition for service and excellence in the Financial Services industry, Raymond James is seeking a dynamic Registered Client Service Associate who is a motivated, detail oriented and creative problem solver...Work experience placementWork at office
- ...in Columbus, Ohio, seeks dedicated individuals who excel in client service and have a growth mentality. Ideal candidates are excited to... ...build long-term careers, working diligently to support clients' financial goals. The role focuses on delivering personalized financial...
$30k - $75k
LPL Financial in Columbus, OH is looking for a Financial Advisor to join their team at Wright-Patt Credit Union. This role offers a unique opportunity to service and grow your client base using the credit union’s referral system. Advisors will benefit from access to LPL...- WealthBridge Financial Group is looking for a results-oriented Private Wealth Advisor to join their team in Lewis Center, Ohio. In this role, you will engage with clients to assess their financial objectives and provide tailored advice, leveraging your expertise in investment...
$75k
A leading financial services company is seeking a Financial Advisor in Dublin, OH. The role involves consulting on investment and insurance strategies, developing financial plans, and maintaining client relationships. Candidates should have a bachelor's degree and 2+ years...- 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...
$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- ...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
- Inner Circle Agency Inc. is seeking an experienced Senior Financial Advisor (RIA) in Lexington, KY. The role involves managing and leading relationships with high-net-worth clients and delivering comprehensive financial planning. Required qualifications include 10+ years...
- 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....
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Client-Centric Financial Services Specialist. Be the first to apply!
- customer service representative csr Columbus, OH
- customer retention representative Columbus, OH
- service representative Columbus, OH
- client retention specialist Columbus, OH
- bilingual customer support specialist Columbus, OH
- customer service associate remote Columbus, OH
- customer service representative ii Columbus, OH
- international customer service representative Columbus, OH
- employee relations assistant Columbus, OH
- full time customer service representative work from home Columbus, OH

