Investor Services Specialist - Client Experience
Fusion HCR
An established industry player is seeking a Client Service Representative to enhance client experiences in the financial services sector. This role involves delivering exceptional service by troubleshooting client needs and providing operational support through effective communication. The ideal candidate will bring at least a year of customer service experience, preferably in retirement or financial services, and possess a strong proficiency in Microsoft Office. Join a dynamic team where your contributions will make a significant impact on client satisfaction and service excellence. #J-18808-Ljbffr Fusion HCR
- Anywhere Real Estate is seeking a Client Experience Specialist to enhance the transaction process for agents and clients. This role is entirely remote and aims to provide seamless service, requiring strong multitasking skills and effective communication. The successful...SuggestedRemote job
- The Client Experience Specialist is a service minded professional who manages all non-licensed and limited licensed aspects of the transaction, from contract to close, to create a seamless experience for the agent, consumer and all deal parties. You are part of a collaborative...SuggestedRemote jobContract workTemporary work
- -No prior industry experience required -Meet with clients on Zoom to help deliver and explain their benefits -Explain options in a clear, simple, and relatable way -Use basic computer skills (email, Zoom, online systems) daily -Follow a proven process with training...SuggestedRemote jobFull time
- ...Cincinnati, Ohio. In this role, you will provide friendly and attentive service, assisting clients with their financial needs using advanced banking technology. The ideal candidate has sales experience in banking, excellent communication skills, and the ability to resolve...Suggested
$64k - $80k
...serves over 35,000 people annually through a wide range of services including foster care, kinship care, adoption, behavioral health... ...Resource Groups ~ And much more The Manager, Client Experience, is responsible for leading and operationalizing the organization...SuggestedFull timeWork experience placement$55k - $65k
Golden Reserve is seeking an experienced Regional Client Administrator (RCA) in Cincinnati, Ohio. The RCA blends the roles of Receptionist... ...The ideal candidate will have over two years of administrative experience, strong communication skills, and expertise in Microsoft Office...Full timeWork at office- ...Job Category Human Capital Management, Payroll, Customer Service Industry Payroll Employee Type Full Time, Non-Exempt... ...Required Degree High school Manage Others No Minimum Experience 1 Year Contact Information Name David Noe Phone 859...Full time
- ...Meet with clients virtually to understand their needs Advise clients on union-backed benefits and available options Guide clients through solutions that best fit their situation Build trust and maintain strong client relationships Stay organized with follow-ups...Full time
- About the Role / Position Summary The Client Service Specialist is responsible for the coordination... ...distributions. Coordinate the execution of new investor documents including subscription... ...(NCRC). 0‑3 years of work experience in the investment management industry...Temporary workWork experience placementWork at officeLocal areaFlexible hours
$18 per hour
Opensity Solutions is seeking a professional Service Specialist to join our law firm client's team in Cincinnati, Ohio. The role involves providing various... ...services. Candidates should have at least 1 year of experience in customer service, a high school diploma, and be...Hourly payFull timeShift work$100k
URGENT HIRING: Spa & Aesthetics Sales Manager (Client Experience) $100K+ Earning Potential | Luxury Spa & Wellness Compensation: $3,000/month... ...and career growth. ✅ Paid Training - Learn our products, services, and sales techniques to set you up for success from day one...Full timePart timeImmediate startFlexible hoursWeekend work- A leading financial services company in Cincinnati is seeking a professional to consult on investment and insurance strategies for clients. The role involves maintaining client relationships, developing financial plans, and driving business development. Ideal candidates...
$800 - $1,100 per week
...firm representing nationally recognized clients. Our team specializes in direct customer... ...consultations Educate customers on available services and promotions Maintain brand... ...Recent graduates seeking real-world experience Candidates seeking rapid advancement...- Huntington National Bank is seeking a Service Specialist II to support their Financial Advisors and provide high-quality service to clients. This role involves engaging with clients... .... The ideal candidate will have experience in service/sales within the investment...Work at office
- ...seeking a motivated Financial Advisor to establish and manage client relationships, providing personalized financial planning and investment... ...FINRA Series 7 & 66 licenses, and 3+ years of relevant experience. The role includes developing investment strategies, conducting...
- ...support for Senior Trust Advisors. This role involves managing client relationships, ensuring compliance with fiduciary policies, and... ...prefer a Bachelor's degree and have at least 3-5 years of relevant experience. The bank offers a competitive salary, an incentive...
- A financial services firm in Cincinnati is seeking a Financial Planner... ...analysis and guidance to clients. The ideal candidate will... ...closely with wealth advisors and specialists, manage client relationships... ...'s degree and 3+ years of experience in the financial services...
- ...Registered Client Service Associate Registered Client Service Associates (CSAs) help shape the future of service by modernizing the client experience through an elevated standard of care. The Registered CSA assists with the development and growth of business through...Work at officeLocal area
$18 - $20 per hour
...Client Service Representative United Direct Solutions is currently seeking full time Client Service Representatives for our Cincinnati... ...disabilities to perform the essential functions. EDUCATION/EXPERIENCE Associate's degree (A. A.) or equivalent from two-year...Hourly payFull timeWork at officeRemote workMonday to FridayShift workDay shift$18 - $21 per hour
...Client Services Representative HELP Plumbing, Heating & Cooling is hiring an experienced Call Center / Dispatch professional to join... ...call center, dispatch, scheduling, or service coordination experience. Key Responsibilities: Receive a high volume of inbound...Hourly payWork at officeLocal area- ...for passionate individuals for a flexible career in Cincinnati, Ohio. In this role, you will conduct virtual consultations, assess client needs, and build long-term relationships. The position offers no cold calling, a qualified lead program, weekly pay, and comprehensive...Weekly payRemote workFlexible hours
$25.63 - $34.18 per hour
...PWM) Universal Assistant is a service and support representative... ...Trust, Banking, or Investment clients and U.S. Bank. Working within... ...Management Advisor or respective specialist. Works proactively to... ...s degree, or equivalent work experience, OR Five or more years of...Temporary workWork experience placementWork at office- ...Client Service Representative (CSR) MedVet is a fast-growing Emergency and Specialty provider with practices nationwide. We help our... ...to get their job done. Use your passion to drive the MedVet experience for our clients and patients, as well as your teammates. Proposed...Temporary workLive outShift workWeekend work
- ...for a culture that puts its clients and associates first: a culture... ...'ll Be Doing The Client Service Associate performs a variety... .... Education & Experience Minimum Required: High... ...project managers, marketing specialists, developers, bankers, operations...Part timeWork at office
- ...Client Specialist Are you a creative and detail-oriented individual who strives for excellence... ...and mentorship. No previous insurance experience is required, and we will provide on... ...HUB International is a leading full-service global insurance broker and financial...Temporary workWork at officeLocal area
- ...risk-conscious and tax-aware investors a unified framework for... ...and delivering a seamless experience for clients and their advisors. This role... ...genuine interest in financial services, and the ability to manage... ...The Client Onboarding Specialist will interact directly with...Work at office
- ...excel at—all from Day One. Job Description Client Relationship Consultants build... ...available deposit and loan products and services, and recommending financial solutions based... ...Four to five years of customer service experience Four to five years of sales experience...Temporary workWork at office
$23.75 - $29.03 per hour
...excel at—all from Day One. Job Description Client Relationship Consultants build... ...available deposit and loan products and services, and recommending solutions based on each... ...services. Provides a consistent optimal client experience, including greeting clients and...Temporary workWork at officeLocal area$23.75 - $29.03 per hour
...Client Relationship Consultant At U.S. Bank, we're on a journey to do our best. Helping... ...available deposit and loan products and services, and recommending solutions based on... ...services. Provides a consistent optimal client experience, including greeting clients and...Temporary work$20 - $26.39 per hour
...Job Description Client Relationship Consultants build relationships with customers,... ...available deposit and loan products and services, and recommending solutions based on each... ...services. Provides a consistent optimal client experience, including greeting clients and...Temporary workWork at officeLocal area
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