Licensed Client Relationship Advocate
Fidelity Investments Inc.
Fidelity Investments is seeking Customer Relationship Advocates (CRAs) to support clients via inbound calls and provide outstanding service while developing licenses. This role is onsite for one week every four weeks as Fidelity transitions to a full-time onsite model. You will prepare to become a FINRA Registered Representative by studying for the SIE, Series 7, and Series 63 licenses, all fully sponsored by Fidelity, with paid study time and coaching. #J-18808-Ljbffr Fidelity Investments Inc.
- Fidelity Investments is seeking a Customer Relationship Advocate (CRA) to join our on-site team. You will be a licensed professional providing outstanding customer service... ...while handling inbound calls and supporting clients with a broad range of needs, including trades,...Suggested
- ...position.The RoleJoin our team of Customer Relationship Advocates (CRA). This first-of-its-kind... ...and training. In this role, you are a licensed professional providing outstanding customer... ...and supporting Fidelity’s valued clients. You will develop skills to assist with...SuggestedFull time
- ...Role Overview Join our team of Customer Relationship Advocates (CRA). This first‑of‑its‑kind... ...development, and training. You will be a licensed professional providing outstanding customer... ...and supporting Fidelity’s valued clients. You will develop skills to assist with...SuggestedFull time
- Fidelity is hiring a Customer Relationship Advocate in Covington, KY. The role supports clients via inbound calls, assists with trades, money movement, and online help, and prepares for FINRA licensing through Fidelity's program. Onsite for one week every four weeks as...Suggested
- ...opportunities to work across offices in Illinois, Michigan, Indiana, Ohio, or Kentucky. You will draft and file litigation documents, guide clients through the legal process, interact with expert witnesses, and prepare for depositions, mediations, and court appearances. #J-1880...Suggested
- This position is a member of the client service team and works closely with Wealth Advisors, Financial Planners, clients, and several... ..., information, and activities. Establish and nurture strong relationships with clients. Resolve and troubleshoot client issues promptly...Work experience placementFlexible hours
$20 per hour
Ancillary Services Treatment Advocate; Hamilton County Contingent position... ..., as needed, with client(s) while being transported to... ...develop a trusting, supportive relationship while assisting in achieving... ...Requirements Valid driver’s license Reliable personal transportation...Hourly payPermanent employmentFlexible hoursNight shiftWeekend workAfternoon shiftWeekday work- NewPath is looking for a Client Engagement Specialist to assist clients and families in accessing care within NewPath's continuum. This role involves ethical assessments and referrals, advocating with resources, and providing transportation as necessary. Qualifications...
- ...Is Not Set Cincinnati, Ohio - Brand Advocate Job Title: Brand Advocate Department:... ...customer service skills and develop relationships with clients Cognizant of spending time with the right... ...transportation/Valid Driver’s License Professional appearance Previous Work...Work experience placementShift work
$12 per hour
Position: Hospital Response Advocate- On Call Location: Cincinnati... ...hospitals Build and maintain relationships with medical staff, law... ...Qualifications Valid driver’s license and personal vehicle; ability... ...speak or write on behalf of a client and champion their rights and...Hourly payTemporary workWork at officeImmediate startRemote workShift work$40 - $45 per hour
...Opportunity: Registered Nurse Advocate - RN with Trinity Aging Life... ...enjoys working closely with clients to advocate for their medical... ...Bachelors degree and active Ohio license to practice as a Registered... ...quality improvement, relationship development, and results orientation...Full timeFlexible hours$18.5 per hour
...vision, and values of the Agency. KEY JOB RELATIONSHIPS: Reports toDaytime HotlineSupervisor,... ...calls. Connects survivor to court advocates if accompaniment is needed, and support... ...,andinteragencyissues. Responsible for client confidentiality. WomenHelpingWomencomplieswithapplicablelawsrequiringreasonableaccommodationsfor...Hourly payFull timeMonday to Friday- ...The ideal candidate will handle commercial litigation matters, interact with clients, and collaborate with the team to shape case strategy. Requirements include a Juris Doctor and Ohio license with 3-5 years of experience; Kentucky or Indiana admission is a plus. Excellent...
- ...experienced Attorney for its estate planning department. Candidates should possess a Juris Doctor and be licensed to practice law in Ohio. The role involves personal planning, client interaction, and offers competitive base pay along with a robust benefits package. The firm...
- ...BRCityCincinnatiJob TypeFull Time Key responsibilitiesA Client Service Associate serves as the first... ...individuals in this role build trusted relationships. Leading with a client-first mindset, a... ...finance• Active Series 7 and Series 66 licenses required• Ideally 3+ years of client...Flexible hours
$200k
Join to apply for the Cincinnati - Latitude Partner, Client Services (Non-Practicing Attorney) (Remote/Hybrid) role at Latitude Legal... ...community ties, practice experience and professional relationships. Latitude has offices in multiple cities across the United States...Remote jobPermanent employmentFull timeContract workPart timeWork at officeWork from homeHome office$80k - $116k
...Weinberg & Reis Co., LPA is seeking an Associate Attorney to resolve client issues through negotiation and litigation, requiring strong... .... Ideal candidates should possess a Juris Doctor degree and be licensed to practice law in Indiana, with dual licensure in Ohio or...Remote jobWork at office- ...most important people decisions. We help clients build better workplaces, where people... ...clients via email Establish positive relationships in your office and support with administrative... ...and basic math skills. Appropriate licensing as required. Preferred: Associate's...Work at officeLocal areaShift work
$18 - $19 per hour
Law Enforcement Advocate Women Helping Women Location: Hamilton County 215 E 9th St, Cincinnati... ...be responsible for maintaining accurate client records and participating in the... ...appointments. Create and maintain a good relationship with Law enforcement, attend roll calls...Hourly payFull timeTemporary workWork at officeImmediate start$43k - $45k
Family Services Advocate - Family Visitation Job Location: Sharonville... .../service plans with the client, caregiver(s), referring... ...by state, contract, and/or licensing agency standards. Complete all... ...develop a trusting, supportive relationship while assisting the youth in...Permanent employmentFull timeContract workSummer workFlexible hours- .... Proven ability to build collaborative relationships both internally and externally. Proven ability... ...solutions. - RequiredProven excellent client counseling skills and strong strategic... ...law in Ohio (or ability to obtain a license to practice law in Ohio upon hire). Upon...Contract workWork at officeLocal area
- ...connection, shared learning, and strong relationships. To support these values, the person hired... ...optimal results for our business clients.Perform other duties as assigned.Job RequirementsAt... ...an accredited law school and active license to practice law in at least one U.S....Full timePart timeSeasonal workWork at officeRemote workMonday to Friday
- ...entrepreneurial mindset and a vision for growth through client service. Duties Manage and develop a personal practice... ...internal referrals. Engage in client development and relationship building. Requirements License to Minimum of 4 years of post-law school experience....Work at officeRemote workFlexible hours
- ..., collaborating with financial advisory team members to ensure client assets are invested in line with investment objectives, and providing... ...Strong analytical and organizational skills. • Series 7 and 66 licenses (or commitment to earning them shortly after hire).• The...Work at officeFlexible hours
- ...connection, shared learning, and strong relationships. To support these values, the person hired... ...Counsels business clients on litigation and pre-litigation matters... ...from an accredited law school and active license to practice law in at least one U.S. jurisdiction...Full timePart timeSeasonal workWork at officeRemote workMonday to Friday
$90k - $100k
...requires strong legal expertise, excellent client communication skills, and the ability to... ...JD) from an accredited law school ~ Licensed and in good standing with the Kentucky... ...skills Client service and relationship management Analytical thinking and...Permanent employmentFull timeRemote workRelocation package- ...mentor, and monitor junior attorneys. Develop and maintain relationships with clients. Advise on structuring, documentation, and negotiation of... ...environment. Education Juris Doctor (JD) degree. Certifications Licensed to practice law in Ohio or eligible for admission. Skills...Work at officeRelocation package
- ...required. This position offers immediate client interaction. In addition to an excellent... ...following requirements: Juris Doctor Licensed to practice law in Ohio Computer proficient... ...effective legal advice is based on a relationship of trust, confidence, and respect. RKPT...Full timeImmediate startRelocation
- ...Attorney in Cincinnati, Ohio, to support clients in estate planning, wealth management,... ...Juris Doctor (JD) degree. Certifications Licensed to practice law. Skills Strong work ethic... ...tax-efficient solutions. Proficiency in relationship building both internally and externally....
$100k - $125k
...reputation for excellent legal work and client service. Gain hands-on experience across... ...office environment. Note An active Ohio Bar license and at least 1+ year of directly... ...who are motivated to build strong client relationships, take ownership of their work, and grow...Work at office
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Licensed Client Relationship Advocate. Be the first to apply!

