Wealth Management Client Services Specialist
$40k - $50kKinetic Wealth Investment Advisors LLC
A growing wealth management firm is seeking a detail-oriented Client Service Associate to enhance the client experience. This role involves client service, operational support, and administrative tasks, requiring at least 3 years of financial services experience. The ideal candidate will possess strong organizational skills and an aptitude for working independently. With a competitive salary between $40,000 and $50,000, this position offers opportunities for growth within a collaborative environment. #J-18808-Ljbffr Kinetic Wealth Investment Advisors LLC
$40k - $50k
A growing wealth management firm in Westlake is looking for a Client Service Associate to support their advisors and enhance the client experience. The ideal candidate will have at least 3 years of experience in financial services, be detail-oriented, and possess strong...Suggested- A financial advisory firm in Avon, Ohio is seeking a dependable Client Service Associate to support the lead advisor and team with administrative and client interactions. Responsibilities include managing day-to-day operations, scheduling meetings, and maintaining client...SuggestedWork at office
- ...Chase, we are passionate about helping our clients, supporting our employees, building... ...and delivering extraordinary customer service while maintaining a strong commitment to... ...needs. A Private Client Advisor in Chase Wealth Management offers comprehensive financial planning...Suggested
- ...Private Client Advisor At J.P. Morgan Chase, we have an enthusiasm for helping our... ...and delivering extraordinary customer service while maintaining a strong commitment to... .... As a Private Client Advisor in Chase Wealth Management, you will offer comprehensive financial...Suggested
$75k
...to contribute to the company’s success. As a Premier Client Advisor within PNC Wealth Management, you will be based in Westlake, Ohio. Job Profile PNC... ...the client experience, efficiently handling sales and service, identifying sales and/or executing opportunities and...SuggestedTemporary workWork experience placementWork at office- JPMorgan Chase & Co. is seeking a Private Client Advisor to provide comprehensive financial planning and investment solutions to clients... ...should have at least 2 years of experience in financial services, with necessary licenses including Series 7 and 66. A Bachelor'...
- Client Service Operations Specialist - DTS page is loaded## Client Service Operations Specialist - DTSlocations: Westlaketime type: Full timeposted on... ...internally to resolve client requests or issues • Manages time and workload appropriately to meet all internal service...Work at officeLocal area
- ...as the development of financial plans for clients. Grows and retains an investment and... ...experience, efficiently handling sales and service, identifying sales and/or executing opportunities... ...activity.* Regularly meets with branch manager and other internal business partners to...
- Equity Trust Company in Westlake, Ohio, is seeking a Quality Control Specialist for Client Service Operations. This role involves reviewing transactions, documentation, and client interactions to ensure compliance with procedures and enhance operational excellence. The...Work at office
- ...JOB OVERVIEW The Onboarding Specialist partners with Sales to establish new client relationships by serving as the single... ...related to the products and services available. Works cross functionally... ...completion of activities. Manage pipeline of existing clients, coordinating...Work at office
- A financial services provider in Westlake, OH is seeking a Client Service Operations Specialist. This role supports operational excellence through transaction processing and customer service. Candidates should have a high school diploma and at least one year of experience...Work at office
- JPMorganChase is seeking a Private Client Advisor in Ohio to deliver personalized financial planning and investment solutions to clients... ...will focus on building relationships and providing exceptional service in a diverse and inclusive environment. The ideal candidate has...
- Equity Trust Company is looking for a Client Onboarding Specialist based in Westlake, OH. This full-time... ...client relationships and provides service and execution support. Ideal candidates... ...financial services. Responsibilities include managing client accounts and coordinating...Full time
$70k - $100k
...Description: Golden Reserve is looking for an experienced Client Services Specialist (CSS). Our CSS is a mix of a Paraplanner and Client... ...administrative role. As a CSS, you would be responsible for (1) managing our entire back-end client sales process, including the...Work at officeAfternoon shift- ...Ohio, is hiring a Residential HVAC Sales Coordinator & Customer Service Representative responsible for administrative support and exceptional customer service during HVAC installations. This role manages customer inquiries, schedules appointments, and assists the sales...Work at office
- ...Weu2019re seeking a Customer Service Associate to join our team and deliver a great shopping... ...with questions and recommendations + Manage sales transactions while working assigned... ...variety of rewards to support your health, wealth, and mental well-being. In addition to medical...Contract workPart timeLocal area
$18.75 - $25 per hour
...ET JOB BRIEF (PURPOSE) As part of the Consumer Client Servicing team, the Lead Specialist is responsible for responding to internal and external... ...Identify issues or problems and escalate appropriately to management. Actively seek opportunities to improve process...Hourly payMonday to FridayFlexible hours2 days per week- The Residential HVAC Sales Coordinator & Customer Service Representative (CSR) is responsible for administrative support to our Comfort... ...serves as the primary point of contact for homeowners, helping manage incoming inquiries, scheduling estimates and service...Hourly paySeasonal workWork at officeAfternoon shift
- ...a leading insurance agency dedicated to providing exceptional service to our customers. We are currently seeking a dynamic individual... ...team./ph2About Our Agency/h2ulliOur mission is to help people manage the risks of everyday life, recover from the unexpected and realize...Hourly payFor contractorsWork at office
- PNC Financial Services Group, Inc. is seeking a professional to consult on investment and insurance strategies while developing financial plans for clients. This role involves building and retaining client relationships through effective business development and client...
- ...experienced Sales / Business Development Representative to join their team. This full-time role involves qualifying sales leads and managing them through the sales process. Ideal candidates will have at least 2 years of sales experience, proficiency in CRM systems like...Full time
$11 - $13.75 per hour
...supporting customer experiences, and maintaining boutique organization. Candidates should be 18+, possess strong communication and customer service skills, and have a high school diploma. The position offers a flexible schedule, and physical demands include standing for long...Flexible hours$15 - $17 per hour
...Pet Veterinary Hospital in North Ridgeville, OH is looking for a Client Service Representative to provide exceptional customer service. You will engage with clients, perform administrative tasks, and manage reception duties to ensure clients and patients have a great...Hourly payFlexible hours$15 - $17 per hour
Heartland Veterinary Partners LLC is looking for a Client Service Representative at Happy Pet Veterinary Hospital in North Ridgeville, OH... ...veterinary experience is preferred. Responsibilities include managing practice reception, scheduling appointments, ensuring cleanliness...Hourly payFlexible hours$16 - $18 per hour
...Customer Service Representative - State Farm Agent Team Member As a Customer Service Representative - State Farm Agent Team Member... ...per hour About Our Agency Our mission is to help people manage the risks of everyday life, recover from the unexpected and...Hourly payPart timeFor contractorsWork at office$30k - $40k
...State Farm's premier insurance and financial service products, offering you the chance to... ...customer-centric, needs-based approach to guide clients through comprehensive insurance options,... ...Our team's mission is to help people manage the risks of everyday life, recover from...For contractorsLocal areaFlexible hours$12 - $15 per hour
...Salon Customer Experience Specialist The Customer Sales and Experience... ..., and prompt, courteous service. In addition to supporting the salon team and resolving client concerns, the Customer Sales... ...collaborating with stylists, managers, and fellow Customer Experience...Hourly paySeasonal workWorldwide$16 - $18 per hour
...Training & development ROLE DESCRIPTION: As a Customer Service Representative - State Farm Agent Team Member with Candice... ...our team. About Our Agency Our mission is to help people manage the risks of everyday life, recover from the unexpected and realize...Hourly payPart timeFor contractorsWork at officeFlexible hours- ...traditional retail engagement with full‑cycle account management. The position will manage walk‑in clients and phone leads, guide them through the selection... ...solving abilities Demonstrated success in customer service and relationship management Capable of independently...Temporary work
- A full-service marketing communications company is seeking a bright and energetic professional to provide exceptional... ...handling account duties, supporting sales efforts, managing administration, and maintaining client relationships. Ideal candidates will have a degree in...
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