Licensed Client Service Specialist - Financial
Thrivent Financial
Thrivent Financial is seeking a Licensed Client Service Administrator to support Cornerstone Financial Group in Columbus, Ohio. This role involves providing administrative support to Financial Advisors and client/members, including answering inquiries and maintaining client relations. The ideal candidate will have a background in finance or economics, strong organizational and communication skills, and familiarity with technical business tools such as Salesforce. Benefits include PTO, holiday pay, and a retirement plan. #J-18808-Ljbffr Thrivent Financial
$70.5k - $81.5k
...serving others? Join our team of "crew" as a Client Service Excellence Center associate! About... ..., including benefits centered around financial and career stability, longevity, and... ...In addition, you'll receive a $20,000 licensing bonus for bringing your active SIE, Series...FinancialRemote work$40k - $70k
...Summary This position provides licensed administrative support to Cornerstone Financial Group. This position serves as a... ...to Financial Advisors and client/members in handling, researching... ...as assigned. The Licensed Client Service Administrator reports to and is employed...FinancialWork at office- ...Associates (“World”) is a unique financial services organization with a global network of brokers and specialists who empower people to make... ...Activities Respond to client requests for changes Process... ...coverages Professional Licenses/Certifications ~ Must hold...FinancialWork experience placement
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- Capital City Appliance Service, Inc. is seeking a Billing Specialist based in Columbus, Ohio. The role involves creating and... ...candidate will work closely with clients, resolve discrepancies, and contribute to the overall financial health of the organization. Strong attention...Financial
- A leading global financial services firm in Columbus, Ohio is seeking an Internal Client Advisor to support financial advisors by navigating capital markets complexities... ...of experience, and the Series 7 and Series 63 licenses. A passion for sales and financial markets is...Financial
- An educational institution is seeking a Financial Representative in Columbus, Ohio. The successful candidate will provide exceptional client service, process financial requests, and support new account openings. Responsibilities include troubleshooting mutual fund inquiries...FinancialFull timeWork at office
- ...anywhere in the footprint of Huntington. Summary The National Advice Center (NAC) Service Specialist II serves support specialist for Huntington Financial Advisors working with the clients, advisors, and leadership team within the National Advice Center. This position...FinancialFull timeH1bWork at officeRemote workWork from homeFlexible hours
- ...Representative in Columbus, OH. The role entails responding to customer inquiries about brokerage accounts while providing exceptional service. Candidates should possess strong communication skills and a college degree or relevant experience. After a fully remote training...FinancialRemote work
- A leading investment banking firm is looking for a Customer Service Specialist in Columbus, Ohio. This entry-level, contract position is perfect... ...service, and have the potential to develop skills in financial operations. Enjoy benefits like medical insurance, vision insurance...FinancialContract work
- A financial services organization in Columbus, Ohio is seeking an experienced professional for client service roles in insurance. The ideal candidate will have over 3 years of experience... ...is preferred, and a state insurance license is required or must be obtained within 9...Financial
- ...Service BDC Agent As Performance Columbus continues to grow, so... ...interact with new and existing clients and ensure their service... ...for Success programs provide a financial benefit as well as a personal... ...or equivalent Valid driver's license without restrictions...FinancialTemporary workCasual work
- JPMorganChase is seeking an Internal Client Advisor in Columbus, OH. You will assist financial advisors with marketing investments, provide exceptional client service, and achieve sales goals. This... ..., and Series 7 and Series 63 licenses. The ideal candidate is a self-starter...Financial
$60.5k - $67.5k
...ready to help us redefine what exceptional client service looks like? Join our team of "crew" as... ..., including benefits centered around financial and career stability, longevity, and... ...,000 bonus upon obtaining the required licensing. We also believe in recognizing your commitment...FinancialRemote work- ...Private Client Advisor Location: 733 Bethel Road, Columbus Ohio... ...base with planning and financial wellness as the basis of their... ...primary provider of investment services to KeyBank Mass Affluent clients... ...team. Engage in person licensed and non-licensed Branch personnel...FinancialBank staffWork at officeFlexible hoursNight shift
- 711 MS Smith Barney, LLC is looking for a Client Relationship Analyst in Columbus, Ohio. This role focuses on providing exceptional service to clients while supporting Financial Advisors and Private Wealth Advisors. Ideal candidates will possess strong interpersonal and...Financial
$25 - $44 per hour
Bank of America is seeking a Client Service Support professional for Merrill Wealth Management in Columbus, Ohio. This role involves providing exceptional client service support to Financial Advisors and addressing client service needs effectively. The ideal candidate will...FinancialHourly pay- ...Job Summary The Private Client Advisor's focus will be on our... ...client base with planning and financial wellness as the basis of their... ...provider of investment services to KeyBank Mass Affluent clients... ...Branch team. Engage in person licensed and non-licensed Branch personnel...FinancialBank staffWork at officeFlexible hoursNight shift
- Huntington Bancshares, Inc. is seeking a National Advice Center Service Specialist II to support our Financial Advisors and clients. This position is in office and involves proactive outreach, managing client investments, and providing top-tier service through phone interactions...FinancialWork at office
- ...& Co. is seeking an Internal Client Advisor based in Columbus, Ohio... ...is crucial for assisting financial advisors in navigating the complexities... ...while ensuring superior service delivery, backed by a... ...least 2 years of experience. Licenses Series 7 and Series 63 are required...Financial
- Gryphon Financial Partners is seeking a dedicated service professional to manage day-to-day aspects of client experiences in Columbus, Ohio. Key responsibilities include onboarding new clients, maintaining client services, and assisting with investment documents. The ideal...Financial
- ...Job Title: Client Services Onboarding Specialist I Location: OH - Columbus What you'll do: As a Client Services Onboarding Specialist... ..., Finance (GL Mgmt., Public Reporting, Analysis), Financial Analysis or similar field. ~ High school diploma...FinancialWork at office
$20 - $24 per hour
...SolomonEdwards”) is a full-service professional services firm offering financial, operational, and... ...us deliver exceptional client service. For more information... ...a Customer Experience Specialist I for one of its... ...origination process after the licensed discussion with a loan...FinancialHourly payLocal area- ...000, and one of the top and youngest financial planning firms in the country. Peak has... ...and beyond to provide a "White Glove Service" to our clients. Rocketship Mentality ~ Excited... ...needs Possess or obtain financial licensing Support internal operations by...FinancialPermanent employmentFull time
- ...management products and services to institutional and individual... ...Summary As an Internal Client Advisor Retirement Plan Specialist within the Chase Middle... ...multiple territories Financial market and retirement... ...; Series 63 needed (All Licensing is required within 90 days...FinancialWorldwide
- ...Summary As an Internal Client Advisor Retirement Plan Specialist within the Chase Middle... ...recordkeeping and retirement plan services to private sector... ...multiple territories. Financial market and retirement industry... ...Series 63 required (All licensing is required within 90...Financial
- ...helps institutional and individual clients from around the globe meet their financial goals by providing industry‑... ...proposition. Provide superior client service by being responsive, thoughtful,... .... Series 7 and Series 63 licenses. Self‑starter with a passion for...Financial
- ...management products and services to institutional and individual... ...Summary As an Internal Client Advisor Retirement Plan Specialist within the Chase Middle... ...multiple territories Financial market and retirement... ...; Series 63 needed (All Licensing is required within 90 days...FinancialWorldwide
$60k - $75k
...decision makers to educate them on our services and offerings and set First Meetings and... ...business owners ~ Educate potential clients on our services ~ Set First Meetings... ...want a career that provides substantial financial incentive Powered by JazzHR 9fBuccxYOp...FinancialWork at officeWork from homeMonday to Friday2 days per week- A leading retail provider of financial services in Columbus, OH is seeking a Customer Service Representative. The role involves providing outstanding customer service, educating clients on services, and ensuring compliance with regulations. Candidates should have prior...Financial
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