Entry-Level Client Services Associate (Financial Services)
Russell Tobin
Russell Tobin is hiring a Customer Service Representative in Columbus, OH. This contract (6–12 months) offers an opportunity to launch a career in financial services, supporting clients and collaborating with internal teams. Ideal candidates include recent graduates or those with call center experience, with strong communication, attention to detail, and the ability to multitask in a fast-paced corporate environment. Potential for full-time conversion. #J-18808-Ljbffr Russell Tobin
- ...attention to detail Dependable and service-oriented mindset Self-... ...1-2 years of experience in financial services and/or customer... ...Responsibilities: Engage internal clients through both inbound and... ...environment Seniority level: Entry level Employment type: Contract...Entry levelContract work
$60k - $80k
Description (Wealth Management) Client Service Associate Location: Columbus, OH (In-office, Mon-Fri) Pay Range: $60,000 - $80,000 Type: Full-... ...driven approach. The team aims to act as a trusted long-term financial partner, helping clients navigate financial complexity...SuggestedFull timeWork at officeImmediate startFlexible hours- ...Internal Client Advisor JPMorgan Asset Management (JPMAM) helps institutional and individual... ...from around the globe meet their financial goals by providing industry-leading... ...proposition. Provide superior client service by being responsive, thoughtful, and focusing...Suggested
- ...James is seeking a dedicated support professional to assist financial advisors and clients across multiple platforms. You will manage account... ...and address inquiries with a focus on timely, high-quality service. The role requires strong communication, advanced Excel skills...SuggestedRemote job
- JPMorgan Chase & Co. is a leading global financial services firm with assets of more than $2.7 trillion, over 240,000 employees and operations... ...is a global leader in investment and wealth management. Its clients include institutions, high-net-worth individuals and retail...SuggestedWorldwide
- ...thrives in a welcoming, customer service-oriented environment with... ...building strong relationships with clients, then look no further and... ...our team as a Client Service Associate and be the friendly face for... ...background or experience level, we welcome you to apply ! Perks...Hourly payRelocation packageFlexible hours
$55k - $87.36k
...Description Summary Supports Financial advisors and their prospective and existing clients and other branch staff... ..., high quality client service, account maintenance,... ...the Raymond James and Associates platform. Company's... ...all organizational levels. Provide a high level...Work experience placementWork at officeRemote workHome office- ...! A leading Fortune 500 insurance and financial services company headquartered in Columbus, Ohio... ...and a huge impact, apply to join our client’s team! Recruiting Consultant at Tailored... ..., and soft credit screen. Seniority Level Entry level Employment Type Full-time Job...Entry levelFull timeWork from home
- ...Client Account Manager Join J.P. Morgan Asset Management, where your expertise as a... ...play a key role in delivering exceptional service to our valued clients. Job Summary... ...servicing context. Business acumen for financial concepts; ability to speak intelligently...
- .... Morgan Wealth Management - Private Client Investment Associate Team Lead - Columbus, OH Columbus,... ...Identification 210796780 Job Category Client Service Business Unit Consumer & Community... ...investment solutions to meet their financial needs. As a Private Client...Full timeFlexible hours
$21 - $37.5 per hour
Summary The Commercial Client Service Associate Senior provides administrative and operational support... ..., reporting, quality control, data entry. Develops and maintains positive relationships... ..., and ability to interact with all levels within the organization in a...Hourly payFull timeH1bWork at officeLocal areaRemote workWork from homeFlexible hours- ...Defined Contribution Investment Only Internal Client Advisor Business Overview: JPMorgan Chase & Co. is a leading global financial services firm with assets of more than $2.9 trillion, over 240,000 employees and operations in over 60 countries. It operates across four...
$19 per hour
...is an exciting customer service opportunity to work... ...leader in the Insurance and Financial Services Industry! Pay... ...from advisors and clients wanting to service their... ...while maintaining service level agreements. Approximately... ...Seniority level: Entry level Employment type:...Entry levelHourly payWeekly payFull timeContract workWork experience placement- ...Ohio, is seeking a Team Lead Recruitment who will engage internal clients and provide exceptional service throughout the account lifecycle. The ideal candidate has 1-2 years of experience in financial services or customer service, with skills in attention to detail and...Contract work
- Under immediate supervision, Client Services Associate (Registered) assists one or more Financial Advisor(s) (FA(s)) with the opening and maintenance of client accounts and records, performs a wide variety of administrative support duties, including Client Service, Registered...Immediate start
- Bank of America is seeking a Client Service Associate within Merrill Wealth Management to support Financial Advisors and deliver proactive service to clients. You will educate clients on banking offerings and coordinate to fulfill requests with accuracy and timeliness....
- Community Choice Financial Family of Brands (CCFFB) is seeking a Customer Service Representative for our Columbus, OH area. You will assist customers with transactions... ...of a fast-growing, award-winning company. This entry-level role offers opportunities to advance across our...Entry level
- ...Information Systems, Inc. is seeking a Customer Service Associate I to help resolve inquiries related to client processing, ensuring timely responses and high customer... ...to support clients and improve processes. This entry-level role requires basic Excel skills, strong...Entry level
- ...investment banking firm is looking for a Customer Service Specialist in Columbus, Ohio. This entry-level, contract position is perfect for recent graduates... ...service, and have the potential to develop skills in financial operations. Enjoy benefits like medical insurance,...Entry levelContract work
$80k - $120k
...5000 and one of the top and youngest financial planning firms in the country. Peak has... ...above and beyond to provide a White Glove Service to our clients. Rocketship Mentality Excited to... ...Responsibilities: Handle higher-level tasks in our client service department...Full time$22 - $26 per hour
...About this position This entry-level role provides hands-on support to clients while keeping service requests organized and moving forward. Your focus · Serve as an accessible point of contact for clients · Clarify needs and communicate available solutions ·...Entry level$130.9k - $268.7k
...Work you’ll do The Associate Director, Government & Public Services (GPS) Business Information... ..., state, and local clients. As a key member of... ...) and its impact levels, and NIST SP 800-53... ...Financial Management Cyber Security... ...development From entry-level employees to...Entry levelLocal area$15 - $18.25 per hour
Your Opportunity Customer Service Representative CheckSmart Fairfield, OH As a Customer... ...people in your community access the financial solutions they need—right when they need... ...launched their careers in this dynamic entry level position, so rest assured you’ll be offered...Entry levelHourly payFull timeTemporary workCasual workWork at officeLocal area- A Fortune 500 insurance and financial services company in Columbus is looking for a Recruiting Consultant. The successful candidate... ...insurance products, and maintain strong relationships with clients. This entry-level, full-time role offers career advancement opportunities...Entry levelFull time
- ...an enthusiasm for helping our clients, taking care of our employees... ...extraordinary customer service while maintaining a strong commitment... ...solutions to meet their financial needs. Job Description At J.... ...a Private Client Investment Associate in J.P. Morgan Wealth Management...
- J.P. Morgan Chase in Columbus, OH is seeking a Private Client Investment Associate within Wealth Management to deliver exceptional client service while supporting Private Client Advisors with operational tasks, account openings, money movement, and trades. You will help...
$19 per hour
...partnership with Nationwide Insurance Financial Services Representative-Inbound Support Details... ...an average of 50 - 60 inbound private client calls per day from members, plan sponsors... ...to connecting with you! Seniority level Entry level Employment type Full-time Job function...Entry levelWeekly payFull timeWork at officeWork from homeMonday to Friday- ...the Role Skybound Getaways is looking for a motivated Entry-Level Customer Service Representative to join our remote team. In this role, you... ...while helping create a positive experience for every client. This position is ideal for someone starting their career...Entry levelRemote workFlexible hours
- J.P. Morgan Chase in Columbus, OH, seeks a Private Client Investment Associate to deliver exceptional client service and support Private Client Advisors with account openings, money movements, and trades. You will help foster client relationships, assist with wealth planning...
- -No prior industry experience required -Meet with clients on Zoom to help them enroll in benefit programs -Explain options in a clear, simple, and relatable way -Help clients complete online enrollment forms accurately -Schedule and manage virtual appointments -...Entry levelRemote jobFull time
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