Wealth Management Client Associate
Bank of America ATM
A leading financial institution is seeking a client service support professional to assist multiple Financial Advisors in Cincinnati. Responsibilities include providing client service, maintaining client relationships, and ensuring compliance with bank policies. Candidates must hold necessary FINRA certifications and exhibit strong interpersonal skills. The role demands a client-centric mindset and experience in managing client needs effectively. This position upholds the bank's commitment to operational excellence and professional growth. #J-18808-Ljbffr
$65k - $75k
...financial decisions through comprehensive wealth management, investment management, retirement... ...thoughtful advice that always puts our clients’ best interests first. We are intentionally... ...service. As our Client Service Associate, you'll play a key role in delivering the...SuggestedWork experience placementWork at officeRemote workHome officeMonday to Friday- ...Job Description Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services... ...Merrill’s Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through a personal...SuggestedSeasonal workWork at officeWork from homeShift workDay shift
- ...Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals... .... Merrill’s Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through a...SuggestedSeasonal workWork at officeWork from homeShift workDay shift
- ...UBS in Cincinnati seeks a Registered Client Associate to serve as the primary contact for clients, manage scheduling, and prepare materials for meetings. You will handle account transactions, documentation, and client inquiries while remaining aligned with Firm policies...Suggested
$25 - $44 per hour
...Responsibilities Provide client service support to multiple Financial Advisors. Support operational excellence goals and client advocacy... ...to support operational excellence, protect clients, and manage risk. Identify, deepen, and maintain client relationships by emphasizing...SuggestedHourly paySeasonal workWork from homeShift workDay shift- ...Services is looking to hire an Investment Associate to join the portfolio management team of a large advisory group in... ...advisory team members to ensure client assets are invested in line with... ...UBS is a leading and truly global wealth manager and the leading universal bank...Full timeWork at officeFlexible hours
- ...care of people? We’re looking for a Registered Client Associate to: Serve as the first point of contact by managing inbound client calls and initiating outbound calls... ...be working alongside the Family & Foundations Wealth Management Group. They are a collaborative, team...Full timeFlexible hours
$50k - $65k
...Client Service Associate At Edelman Financial Engines (EFE), our purpose is to guide people with the financial advice they need to thrive. We... ...has purpose for our clients. That’s why we are committed to managing our clients’ investments by truly understanding them as people...- ...Stanley POSITION SUMMARY: Registered Client Service Associates provide exceptional service to our clients... ...Financial Advisor(s) (FAs)/ Private Wealth Advisor(s) (PWAs)/ teams on a daily... .../or other duties directed by local management ADMINISTRATIVE SUPPORT Answering inbound...Full timeWork at officeLocal area
- ...You learn and support the employee benefits Client Service Cycle to ensure a seamless renewal process and help our team... ...to improve efficiency and effectiveness in deliverin Client Associate, Client Service, Service Manager, Associate, Benefits, Client Relations, Retail...
- ...most important people decisions. We help clients build better workplaces, where people... ...think of Gallagher. Overview As the Client Associate you will develop industry knowledge and... ...client deliverables We assist Client Service Managers with the preparation of RFPs, coordinate...Full timeLive outWork at officeLocal areaFlexible hours
- ...POSITION SUMMARY Senior Registered Client Service Associates provide exceptional service to our... ...Financial Advisor(s) (FAs)/ Private Wealth Advisor(s) (PWAs)/ teams on a daily basis... .../or other duties directed by local management ADMINISTRATIVE SUPPORT: • Answering...Full timeWork at officeLocal area
- ...positive customer experience. While operating within the Banks risk appetite, achieves results by consistently identifying, assessing, managing, monitoring, and reporting risks of all types. Essential Duties and Responsibilities: Pursue communication with defaulted...Work at office
- ...Attention to detail and commitment to excellence. Ability to multitask in a fast‑paced environment. Strong organizational, time management, and project management skills. Commitment to professionalism, collegiality, and teamwork. Equal Opportunity Statement We are an...Contract workWork at office
- ...functioning workforces that are engaged and stable, and share our clients' goals to emphasize belonging and respect for the... ...as well as in both Employment Law and Labor Law on behalf of Management, in the U.S. News - Best Lawyers® "Best Law Firms". This position...Contract workWork at office
- ...Client Service Leadership Opportunity Are you a passionate individual seeking a fulfilling career that offers flexibility and growth opportunities? Look no further! With the option to work from home and enjoy a flexible schedule, you can balance your personal and professional...Work from homeFlexible hours
- ...About the Role A premier law firm known for its sophisticated wealth management practice has partnered with our legal recruiting firm to find... ...providing tailored legal solutions with the highest level of client service. Key Responsibilities Draft and review sophisticated...Full timeWork at office
- ...cases and set proper call back expectations The proficient D365 associate will help support the Region in consistent system usage and... ...Assist in special projects/ requests as needed by the Service Manager Handle invoicing for service by distributors/vendors or any...Work at officeRelocation
- ...estate industry for over 25 years with a commitment to helping our clients succeed. Our attorneys and staff drive solutions that create... ...all clients with fairness and respect. Responsibilities Manage and support a caseload involving mortgage foreclosure and creditor...Full timeInternship
- ...Associate Attorney Position Summary: Associate Attorneys are responsible for processing and... ...assigned financial institution clients in loss mitigation and asset recovery service... ...skills. Strong organizational and time management skills. Strong analytical and research skills...Full timeWork at officeImmediate startMonday to FridayFlexible hours
- ...practice in Cincinnati, OH. The attorney will manage a substantial caseload and must possess... ...Disability hearings. Duties Guide clients through the case process. Prepare for and... ...member in good standing with a State Bar Association. Experience with Social Security...
- Counsels business clients on litigation and pre-litigation matters arising from the Company... ...of our specialty insurance divisions Manages, and collaborates with, outside counsel... ...services operations on regulatory matters associated with litigation Collaboratively works...
- ...must be self-starters, able to handle all aspects of litigation, with excellent communication skills and a superior commitment to client service. Qualifications Active Attorney license in Ohio and/or Kentucky Trial experience is a plus Desired Experience...Work at office
$80k - $125k
...expectations, both financially and in the service we deliver to clients in Kentucky and Ohio. About the Role We are seeking an... ...stepping into a fast-paced environment where you will immediately manage a caseload of litigation & family law matters. The ideal...Work at officeImmediate startWork from homeRelocation package- ...goods. From attorneys in all 50 states, to client support staff, creative marketing to... ...member in good standing with the State Bar Association (Ohio required) Minimum 4+ years of... ...premises liability experience Ability to manage high volume of pre-lit and litigation cases...Full timeWork at officeLocal area
$210k - $225k
...25,000.00 per year Why This Is a Great Opportunity Join a nationally recognized law firm representing sophisticated business clients in complex commercial litigation. Work on high-profile litigation matters with experienced trial attorneys and collaborative legal...Work at officeRemote workFlexible hours2 days per week- ...goods. From attorneys in all 50 states, to client support staff, creative marketing to... ...negotiations and the formation of demand packages Manage the release approval process Manage a... ...in good standing with the OH State Bar Association 2+ years of personal injury experience...Full timeWork at officeLocal area
$100k - $150k
...long-term success and earning potential. Key Responsibilities Manage a high-volume caseload of workers’ compensation matters Handle... ...file legal documents (pleadings, motions, discovery, etc.) Guide clients through the legal process with strong communication Collaborate...Work at office$160k - $175k
...independently and collaboratively. Must possess strong project management skills and be able to work with multiple attorneys on a variety... ...firm committed to delivering exceptional legal counsel with a client-first approach. With deep industry knowledge and a collaborative...Local area- ...Provide expert legal advice on tax-related matters. Represent clients in tax disputes and negotiations. Conduct thorough research on... ...Strong attention to detail and organizational skills. Ability to manage multiple tasks and meet deadlines. Benefits Flexible work schedules...Flexible hours
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