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$62k - $72k
...serving others? Join our team of “crew” as a Client Service Excellence Center associate! About this... ...duties from within the state of Ohio. Licensing Requirement To be considered, you must... ...calls to assist with a wide range of financial inquiries, from account maintenance to...FinancialRemote work$40k - $70k
## Licensed Client Service AdministratorApplylocations: OH - Columbus: Remote-Ohiotime type: Full timeposted on: Posted Yesterdayjob requisition... ...provides licensed administrative support to Cornerstone Financial Group. This position serves as a resource to Financial Advisors...FinancialWork at officeRemote work- Morgan Stanley in Columbus is seeking a Client Relationship Analyst to deliver exceptional client service and support Financial Advisors and Private Wealth Advisors daily. You... ...digital tools, plus willingness to obtain securities licenses, #J-18808-Ljbffr Morgan StanleyFinancial
- Fidelity Investments Inc. is hiring a Financial Services Representative to handle inbound customer calls, assist with accounts, and guide clients toward financial products. The role emphasizes training for FINRA licenses (SIE, Series 7, Series 66) and a path from home-...FinancialRemote jobWork at officeWork from home1 day per week
- Fidelity Investments in Columbus, OH seeks a Financial Services Representative to support customers by phone, guide transactions, and prepare for FINRA licensing. You will work from home with one Investor Center day weekly during onboarding, then transition to full on-...FinancialRemote jobWork from home
$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$18 - $34.1 per hour
...and assurance firm, providing clients with a genuine coast-to-coast... ...many of the world’s leading financial centers - New York, London, San... ...Tilly) provide professional services through an alternative... ...standards. Baker Tilly US, LLP is a licensed independent CPA firm that...FinancialTemporary workSeasonal workWork at officeLocal area- The Vanguard Group is seeking a Client Service Excellence Center associate to support Vanguard clients through inbound calls, helping with... ...to inquiries. Candidates should have FINRA Series 7 and 63 licenses, 3+ years of customer-facing experience, and a commitment to...Remote job
$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...FinancialHourly pay- A financial services firm in Columbus, Ohio is seeking a Client Service Manager to provide exemplary service to clients, manage client experiences, and build relationships. The ideal candidate is organized, detail-oriented, and proficient in communication. Responsibilities...FinancialWork at office
- ...Associates ("World") is a unique financial services organization with a global network of brokers and specialists who empower people to make... ...Respond to client requests for changes Process... ...coverages Professional Licenses/Certifications ~ Must hold...FinancialWork experience placement
- 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
- ...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
- 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
- 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
- PowerToFly is looking for a Client Relationship Analyst to provide exceptional service to clients and support Financial Advisors in a dynamic environment. Responsibilities include enhancing client relationships, managing documentation, and assisting with administrative...Financial
$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
- ...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
- JPMorgan Chase seeks a Global Liquidity Client Account Analyst to deliver high-quality client service and operational support to financial intermediaries and corporate investors in a fast-paced environment. You will execute transactions, address settlement issues, and...Financial
- ...the Asset Management's Intermediary Services, you will focus on client relations for registered and private... ...responsibilities Field inquiries from Financial Intermediaries, Financial Advisors,... ...other financial qualifications and licenses a plus (e.g., CFA) ABOUT US...Financial
- ...Product Specialist The Client Specialist is a sophisticated wealth expert that... ...JPMorgan Chase wealth services to best meet the objectives... ..., 63, and 65 and insurance licensed College graduate with 7+... ...investing, trust and estates, financial planning, insurance, alternative...Financial
- ...Client Services Onboarding Specialist I Location: OH - Columbus What you’ll do: As a Client Services Onboarding Specialist I you will be responsible... ...Service, Finance (GL Mgmt., Public Reporting, Analysis), Financial Analysis or similar field. High school diploma required...FinancialWork at office
- MorganStanley is seeking a Client Relationship Analyst in Columbus, OH. The role supports Financial Advisors and teams by delivering exceptional client service and handling day‑to‑day account tasks. Strong interpersonal skills and client‑first mindset are essential for...Financial
- ...Relations Representative to provide excellent customer service and engage with clients on insurance and financial products. The role emphasizes strong communication... ...on customer satisfaction. Obtaining necessary licenses will be a requirement for this position. #J-18808...Financial
- ...quality and meaningful customer service experience by accurately... ...the current and future financial needs of bank clients. They are responsible for... ...Partner with internal product specialists and refer clients to... ...through the Nationwide Mortgage Licensing System (NMLS). Employees...FinancialFlexible hoursNight shift
- ...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
$46.35k - $75.5k
...future? If so, then Nationwide Financial could be the place for you!... ...delivering exceptional customer service while supporting critical... ...provide outstanding service to clients, helping to create a seamless... ...insurance or securities license and registration and understands...FinancialFull timeContract workTemporary workPart timeWork experience placementCasual workWork at officeShift work2 days per week- ...the first point of contact for clients at the health center and... ...administrative and customer service functions and does not provide... ...referring clinical questions to licensed staff. Maintain confidentiality... ...with PPGOH billing and financial policies. Support daily...FinancialWork at officeAfternoon shift
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