Sign up to access all features of our service.
  • Job search
  • Favorites
  • Create a CV
    New
  • Salaries
  • Subscriptions

Client Relations Specialist Financial Services

Morgan Stanley

Morgan Stanley in Cincinnati seeks a Registered Client Relationship Analyst to provide day-to-day client support to Financial Advisors and Private Wealth teams. You will help cultivate client relationships, process transactions, and manage account information with a client-first mindset.

The role requires relevant licenses, strong communication, and Microsoft Office proficiency, with emphasis on accuracy, time management, and teamwork in a fast-paced environment.

#J-18808-Ljbffr
Vacancy posted 2 days ago
Similar jobs that could be interesting for youBased on the Client Relations Specialist Financial Services in Cincinnati, OH vacancy
  • Customer Relations Representative – State Farm Agent Team Member Join the State Farm Agent team as a Customer Relations Representative...  ...you. State Farm agents market only State Farm insurance and financial service products. Benefits 401(k) 401(k) matching Paid time off... 
    Suggested
    For contractors
    Flexible hours

    State Farm Agent

    Cincinnati, OH
    1 day ago
  •  ...Integrity Express Logistics is seeking a Client Relations Specialist to support IEL customer credit, including setting up new customers, processing credit increases, and assisting the sales staff with accounts receivable. The role collaborates with 2-3 team members within... 
    Suggested

    Integrity Express Logistics LLC

    Cincinnati, OH
    12 hours ago
  •  ...As a Client Relations Specialist, you are responsible for assisting in the day-to-day functions as they...  ...Some data entry and customer service experience Works well in fast paced...  ...development, character, leadership, financial, or operational. Whatever the measure... 
    Suggested
    Work at office

    IEL Integrity Express Logistics

    Cincinnati, OH
    2 days ago
  •  ...Client Relations AgentBe the person who makes a difficult situation easier. When a customer has been involved in an accident, the last thing...  ..., automotive, customer relations, call center, customer service, medical or professional scheduling, administrative support,... 
    Suggested

    Jeff Wyler Automotive Family

    Cincinnati, OH
    5 days ago
  • Integrity Express Logistics, LLC in Cincinnati is seeking a Client Relations Specialist to support the Accounting Department with customer credit,...  .... Strong data entry, Microsoft Office basics and customer service experience are required; you will coordinate with sales... 
    Suggested
    Work at office

    Integrity Express Logistics, LLC

    Cincinnati, OH
    3 days ago
  • Integrity Express Logistics is seeking a Client Relations Specialist to support the Accounting Department by handling customer credit, onboarding new customers, processing credit increases, and assisting with accounts receivable. You will work with a small team to process... 

    IEL Integrity Express Logistics

    Cincinnati, OH
    4 days ago
  •  ...business centered on exceptional customer service and strong relationships. Our office...  ...first and best choice for insurance and financial services. If you’re someone who is...  .... ROLE DESCRIPTION: As a Customer Relations Representative - State Farm Agent Team Member... 
    Full time
    Work at office
    Flexible hours

    Deatria Walker - State Farm Agent

    Cincinnati, OH
    7 days ago
  • PNC Financial Services Group, Inc. is seeking a Client Experience Associate based in Cincinnati, Ohio. The role focuses on delivering an enhanced customer experience, driving loyalty, and expanding share of wallet across multiple branches in the region. The position emphasizes... 
    Work at office

    PNC

    Cincinnati, OH
    2 days ago
  •  ...Join Joe Dougherty - State Farm Agent as a Customer Relations Representative, where you'll create exceptional client experiences that drive insurance agency success. Your customer service skills and attention to detail are vital as you resolve inquiries and coordinate... 
    Flexible hours

    Joe Dougherty - State Farm Agent

    Cincinnati, OH
    3 days ago
  •  ...leading insurance agency in Cincinnati is looking for a Customer Relations Representative to establish strong relationships with customers...  ...approach. Responsibilities include providing timely customer service and maintaining a high work ethic. Applicants must be self-motivated... 
    Flexible hours

    State Farm Agent

    Cincinnati, OH
    5 days ago
  • Customer Service Representative - Part Time Company: Purpose Financial/Advance America. Since 1997, Advance America has helped millions of hardworking people with...  ...numbers and in meeting management’s expectations related to center performance. Adhere to the Company’s policies... 
    Part time
    Bank staff
    Work at office
    Local area

    Purpose Financial Services, inc.

    Cincinnati, OH
    5 days ago
  • A dynamic customer service company in Cincinnati is seeking a Customer Relations Specialist. This role involves engaging customers, understanding their needs, and providing tailored solutions. Ideal candidates must have proven experience in sales or customer service, excellent... 

    Next Generation of Leaders

    Cincinnati, OH
    4 days ago
  • $800 - $1,000 per month

     ...role due to our training curriculum but you do need a great “go-get-em” attitude and work ethic. Currently, we are hiring a Client Relations Representative to join the team. This person will get hands‑on training in our sales department and learn daily sales operations... 
    Weekly pay
    Full time
    Work experience placement
    Currently hiring
    Work at office
    Remote work

    Rhine Squad

    Cincinnati, OH
    3 days ago
  • $42k - $62k

    Overview Position Title : Customer Relations Specialist Job Type : Full-Time (On-site) Base pay range : $42,000.00/yr - $62,000.0...  ...delivering outstanding products and exceptional customer service on behalf of our clients. We take pride in creating a positive, high-energy... 
    Full time
    Flexible hours

    Next Generation of Leaders

    Cincinnati, OH
    2 days ago
  •  ...Ready to Launch Your Career? This busy insurance and financial services office has a passion to make a difference in the lives of others and better the community. We are a growing agency with big dreams and lots of potential. We attribute our success to having a fun... 
    For contractors
    Work at office

    Allison Hornback - State Farm Agent

    Erlanger, KY
    5 days ago
  •  ...Customer Care Specialist Join our growing team in Price Hill, Ohio...  ..., where you'll build lasting client relationships, provide tailored...  ...-Level Position Customer Service Experience Wanted! Are you...  ...purpose, and people! Customer Relations jobs in Price Hill, OH Apply... 
    Weekly pay
    Full time
    Work at office
    Local area
    Remote work

    McQuade Organization

    Cincinnati, OH
    1 day ago
  • $70k - $90k

     ...are subsidiaries of American Financial Group. We combine a "small company...  ...Financial Institution Services specializes in providing risk...  ...the U.S. and Canada. Target clients include commercial banks, credit...  ...and Insurance, Finance, or a related field or equivalent experience... 
    Full time
    Part time
    Seasonal work
    Work at office
    Local area
    Remote work

    Great American Insurance Company

    Cincinnati, OH
    3 days ago
  • $20 - $22 per hour

    At Lendmark Financial Services, we believe the success of our company is specifically attributable to the quality of our employees and their...  ...limits, complete loan closings, handle account activities related to collection accounts, including phone calls and face to face... 
    Work at office

    Lendmark Financial Services LLC

    Cincinnati, OH
    2 days ago
  • $30k - $45k

     ...seeking an outgoing, career-oriented professional to join their team. As a State Farm team member for John Hoffman Insurance and Financial Services, Inc., you will build and develop customer relationships within the community to promote State Farm products including auto,... 
    For contractors
    Flexible hours

    State Farm Agent

    Independence, KY
    5 days ago
  • Traba is seeking a Customer On-Site to serve as the main contact between Traba's workforce and the client's leadership team. The role involves operational oversight, worker onboarding, scheduling, and ensuring clear communication among workers, site supervisors, and Traba... 
    Full time
    Part time
    Remote work
    Flexible hours

    Traba

    Cincinnati, OH
    4 days ago
  • $40k - $58k

     ...Customer Relations Representative - State Farm Agent Team Member...  ...our agency through meaningful client relations and acting as a liaison...  ...relevant products and services. Grow your career as you better...  ...customers with their insurance and financial services needs, including:... 
    For contractors
    Flexible hours

    Patrick Hazlewood - State Farm Agent

    Cincinnati, OH
    5 days ago
  •  ...development Role Description As a Customer Relations Representative - State Farm Agent Team...  ...will generate the kind of exceptional client experiences that reinforce the growth of...  ...agency. Your attention to detail, customer service skills, and desire to help people make... 
    Flexible hours

    Joe Dougherty - State Farm Agent

    Cincinnati, OH
    4 days ago
  • $30k - $45k

     ...seeking an outgoing, career-oriented professional to join their team. As a State Farm team member for John Hoffman Insurance and Financial Services, Inc., you will build and develop customer relationships within the community to promote State Farm products including auto,... 
    Work at office
    Flexible hours

    John Hoffman - State Farm Agent

    Independence, KY
    5 days ago
  • ## Financial Customer Associate - CovingtonApplylocations: Covington, KYtime type: Full...  ...answered “**yes**” and are a customer service-minded champion, we are hiring...  ...progress to more sophisticated calls related to our clients 401K plans.* In the subsequent months,... 
    Hourly pay
    Full time
    Work at office
    All shifts
    Monday to Friday
    Shift work

    Soteria Reinsurance Ltd.

    Covington, KY
    5 days ago
  • $50k - $60k

     ...Production leaders Facilitate cross-functional planning meetings and client debriefs Manage changes to scope, schedule, and costs, and...  ...2+ years with a bachelor's degree (preferred), or 4+ years of related experience in lieu of a degree Exceptional organization and... 
    Full time
    Casual work
    Work at office

    Osborne Coinage

    Cincinnati, OH
    3 days ago
  •  ...Inside Sales Representative Our client is seeking a full-time Inside Sales Representative within the financial services sector. This office-based role is responsible for...  ...Sales Representative will answer questions related to existing contracts and products, make appropriate... 
    Hourly pay
    Full time
    Work at office
    Local area
    Shift work

    Eight Eleven Group

    Cincinnati, OH
    3 days ago
  • Job DescriptionThe Client ServiceSpecialist (Life Insurance, Annuity...  ..., accurate and courteous service to build and maintain positive...  ...experience required.0-2 years of related experience required.Previous...  ...working in the insurance or financial services field is a plus.... 
    Hourly pay
    Work at office
    Remote work
    Flexible hours
    Shift work
    3 days per week

    Ameritas Life Insurance Corp

    Cincinnati, OH
    6 days ago
  •  ...information confidential.11. Must be polite and courteous to tenants, tenant family and visitors.12. Must have the ability to work and relate well with older adults and disabled persons.The Salvation Army's Mission Statement The Salvation Army, an international movement,... 
    Work experience placement
    Work at office

    Salvation Army Eastern Territory

    Cincinnati, OH
    4 days ago
  •  ...paperwork jungle by expertly managing sales files, contracts, and client communications. Your superpower? Keeping records flawless and...  ...required; college coursework in business, hospitality, or a related field preferred. Experience in a hotel sales or administrative... 
    Daily paid
    Full time
    Temporary work
    Flexible hours
    Weekend work

    Aimbridge Hospitality

    Cincinnati, OH
    2 days ago
  •  ...for a State Farm independent contractor agent may be the career for you! State Farm agents market only State Farm insurance and financial service products. Responsibilities Establish customer relationships and follow up with customers, as needed. Use a customer-... 
    Hourly pay
    For contractors
    Flexible hours

    Allison Hornback

    Fort Mitchell, KY
    5 days ago

Do you want to receive more vacancies?

Subscribe and receive similar vacancies to Client Relations Specialist Financial Services. Be the first to apply!